SQLV vs DFAC

ASQLV

BDFAC

Measures won4–2SQLV wins · of 6 · 1Y

$10,000 · 1Y$12,826SQLV · DFAC $11,427

Lowest cost0.18%IWF · $18 on $10k

Most income1.03%SQLV · $103 on $10k

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

Held in common2.0%SQLV and DFAC

SQLV

DFAC

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

+22.6%Year to dateJan 1 → Nov 5+11.2%

+28.3%1 yearTotal return+14.3%

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

1.03%12-mo yield$103 · $90 on $10k0.90%

−7.7%Worst dropSmaller wins−8.5%

16.5%VolatilityLower wins12.9%

4–2SQLV wins

$10,000 · 1 yearAll three, one scale

Shared top holdingsSQLV · DFAC

0.3%WTFC0.0%

0.5%WTM0.0%

0.8%FHI0.0%

0.8%QLYS0.0%

Held in common2.0%

End-of-day Nov 5, 2026 · $10,000 1 year ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

1Y3 funds

#
1	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.03%	−4.0%	+22.6%	+28.3%	+16.8%	+7.5%	−7.7%	$41M
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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

All Three

1Y3 funds

#
1	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.03%	−4.0%	+22.6%	+28.3%	+16.8%	+7.5%	−7.7%	$41M
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

End-of-day Nov 5, 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

$12,826

DFAC

Dimensional - US Core Equity 2

$11,428

MeasureSQLVDFAC

Fee0.60%0.21%

Cost on $10k a year$60$21

Yield1.03%0.90%

5 years, per year+7.5%+10.6%

3 years, per year+16.8%+21.2%

Worst drop · 1Y−7.7%−8.5%

Volatility · 1Y16.5%12.9%

4–2measures won
DFAC first

2.0%

holdings shared

Nov 5, 2026 · $10,000 one year ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SQLV, IWF, DFAC

Today

40.8%most shared, IWF and DFAC

SQLVIWFDFAC

SQLV—0.0%2.0%

IWF0.0%—40.8%

DFAC2.0%40.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

SQLV$103 − $60 = $43

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee