DFAS vs SQLV

ADFAS

BSQLV

Measures won3–3level · of 6 · 3Y

$10,000 · 3Y$16,130DFAS · SQLV $15,694

Lowest cost0.30%DFAS · $30 on $10k

Most income1.04%SQLV · $104 on $10k

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

Held in common10.3%DFAS and SQLV

DFAS

SQLV

Dimensional - US Small Cap ETF · $33.7BRoyce Quant Small-Cap Quality Value ETF · $39M

+17.3%3 years · per year$16,130 · $15,694+16.2%

+6.8%5 years · per year$13,927 · $14,141+7.2%

0.30%Expense ratio$30 · $60 on $10k · lower wins0.60%

1.03%12-mo yield$103 · $104 on $10k1.04%

−9.4%Worst dropSmaller wins−7.7%

15.7%VolatilityLower wins16.5%

3–3Level

$10,000 · 3 yearsOne scale

Shared top holdingsDFAS · SQLV

0.2%WTFC0.3%

0.2%WTM0.5%

0.2%HRB0.9%

0.2%QLYS0.8%

Held in common10.3%

End-of-day Nov 6, 2026 · $10,000 3 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

3Y2 funds

#			Trend
1	ADFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
2	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk		0.60%	1.04%	−1.2%	+21.1%	+25.3%	+16.2%	+7.2%	−7.7%	$39M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

3Y2 funds

#			Trend
1	ADFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
2	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk		0.60%	1.04%	−1.2%	+21.1%	+25.3%	+16.2%	+7.2%	−7.7%	$39M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAS vs SQLV

DFAS

Dimensional - US Small Cap

$16,130

SQLV

Royce Quant Small-Cap Quality Value

$15,694

MeasureDFASSQLV

Fee0.30%0.60%

Cost on $10k a year$30$60

Yield1.03%1.04%

5 years, per year+6.8%+7.2%

3 years, per year+17.3%+16.2%

Worst drop · 1Y−9.4%−7.7%

Volatility · 1Y15.7%16.5%

3–2measures won
DFAS first

10.3%

holdings shared

Nov 6, 2026 · $10,000 three years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFAS, SQLV

Today

10.3%most shared, DFAS and SQLV

DFASSQLV

DFAS—10.3%

SQLV10.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$73most kept, DFAS

DFAS$103 − $30 = $73

SQLV$104 − $60 = $44

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee