SQLT vs DFAC

ASQLT

BDFAC

Measures won1–1level · of 6 · 1Y

$10,000 · 1Y$11,771DFAC · VUG $10,474

Lowest cost0.03%VUG · $3 on $10k

Most income0.88%DFAC · $88 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common8.5%SQLT and DFAC

SQLT

DFAC

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7MDimensional - US Core Equity 2 ETF · $85.6B

[…]Year to dateJan 1 → Nov 9+14.1%

[…]1 yearTotal return+17.7%

0.20%Expense ratio$20 · $21 on $10k · lower wins0.21%

0.48%12-mo yield$48 · $88 on $10k0.88%

[…]Worst dropSmaller wins−8.5%

[…]VolatilityLower wins13.1%

1–1Level

$10,000 · 1 yearAll four, one scale

Shared top holdingsSQLT · DFAC

0.8%THC0.1%

0.5%APA0.1%

0.9%EXEL0.1%

0.6%CRL0.1%

Held in common8.5%

End-of-day Nov 9, 2026 · $10,000 1 year ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

1Y4 funds

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
4	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	+2.8%	new	new	new	new	[…]	$7M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

1Y4 funds

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
4	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	+2.8%	new	new	new	new	[…]	$7M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SQLT vs DFAC

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

DFAC

Dimensional - US Core Equity 2

$11,771

MeasureSQLTDFAC

Fee0.20%0.21%

Cost on $10k a year$20$21

Yield0.48%0.88%

5 years, per year[…]+11.0%

3 years, per year[…]+21.2%

Worst drop · 1Y[…]−8.5%

Volatility · 1Y[…]13.1%

1–1measures won
level

8.5%

holdings shared

Nov 9, 2026 · $10,000 one year ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: SQLT, VUG, IWF, DFAC

Today

78.1%most shared, VUG and IWF

SQLTVUGIWFDFAC

SQLT—0.0%0.6%8.5%

VUG0.0%—78.1%35.8%

IWF0.6%78.1%—40.3%

DFAC8.5%35.8%40.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

SQLT$48 − $20 = $28

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee