SQLV vs DFAC

ASQLV

BDFAC

Measures won4–2SQLV wins · of 6 · 1Y

$10,000 · 1Y$13,295SQLV · DFAC $11,772

Lowest cost0.21%DFAC · $21 on $10k

Most income0.99%SQLV · $99 on $10k

Smallest drop−7.7%SQLV · worst fall in 1Y

Held in common1.9%SQLV and DFAC

SQLV

DFAC

Royce Quant Small-Cap Quality Value ETF · $41MDimensional - US Core Equity 2 ETF · $89.2B

+27.7%Year to dateJan 1 → Nov 4+15.8%

+33.0%1 yearTotal return+17.7%

0.60%Expense ratio$60 · $21 on $10k · lower wins0.21%

0.99%12-mo yield$99 · $87 on $10k0.87%

−7.7%Worst dropSmaller wins−8.5%

16.0%VolatilityLower wins12.3%

4–2SQLV wins

$10,000 · 1 yearOne scale

Shared top holdingsSQLV · DFAC

0.3%WTFC0.0%

0.5%WTM0.0%

0.8%FHI0.0%

0.8%QLYS0.0%

Held in common1.9%

End-of-day Nov 4, 2026 · $10,000 1 year ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

1Y2 funds

#			Trend
1	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk		0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$41M
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

1Y2 funds

#			Trend
1	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk		0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$41M
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SQLV vs DFAC

SQLV

Royce Quant Small-Cap Quality Value

$13,295

DFAC

Dimensional - US Core Equity 2

$11,772

MeasureSQLVDFAC

Fee0.60%0.21%

Cost on $10k a year$60$21

Yield0.99%0.87%

5 years, per year+8.7%+11.7%

3 years, per year+18.7%+23.2%

Worst drop · 1Y−7.7%−8.5%

Volatility · 1Y16.0%12.3%

4–2measures won
DFAC first

1.9%

holdings shared

Nov 4, 2026 · $10,000 one year ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SQLV, DFAC

Today

1.9%most shared, SQLV and DFAC

SQLVDFAC

SQLV—1.9%

DFAC1.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

SQLV$99 − $60 = $39

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee