SQLV vs DFAS

ASQLV

BDFAS

Measures won3–3level · of 6 · 3Y

$10,000 · 3Y$17,022IWF · DFAS $16,130

Lowest cost0.18%IWF · $18 on $10k

Most income1.04%SQLV · $104 on $10k

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

Held in common10.3%SQLV and DFAS

SQLV

DFAS

Royce Quant Small-Cap Quality Value ETF · $39MDimensional - US Small Cap ETF · $33.7B

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

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

0.60%Expense ratio$60 · $30 on $10k · lower wins0.30%

1.04%12-mo yield$104 · $103 on $10k1.03%

−7.7%Worst dropSmaller wins−9.4%

16.5%VolatilityLower wins15.7%

3–3Level

$10,000 · 3 yearsAll three, one scale

Shared top holdingsSQLV · DFAS

0.3%WTFC0.2%

0.5%WTM0.2%

0.9%HRB0.2%

0.8%QLYS0.2%

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

All Three

3Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
3	ASQLV	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

All Three

3Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
3	ASQLV	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

SQLV vs DFAS

SQLV

Royce Quant Small-Cap Quality Value

$15,694

DFAS

Dimensional - US Small Cap

$16,130

MeasureSQLVDFAS

Fee0.60%0.30%

Cost on $10k a year$60$30

Yield1.04%1.03%

5 years, per year+7.2%+6.8%

3 years, per year+16.2%+17.3%

Worst drop · 1Y−7.7%−9.4%

Volatility · 1Y16.5%15.7%

3–2measures won
DFAS first

10.3%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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

Overlap: DFAS, SQLV, IWF

Today

10.3%most shared, DFAS and SQLV

DFASSQLVIWF

DFAS—10.3%1.4%

SQLV10.3%—0.0%

IWF1.4%0.0%—

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

IWF$39 − $18 = $21

KeptFee

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