SQLT vs DFAC

ASQLT

BDFAC

Measures won1–1level · of 6 · 3Y

$10,000 · 3Y$18,682DFAC

Lowest cost0.20%SQLT · $20 on $10k

Most income0.87%DFAC · $87 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 · $87.6B

[…]3 years · per year[…] · $18,682+23.2%

[…]5 years · per year[…] · $17,417+11.7%

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

0.48%12-mo yield$48 · $87 on $10k0.87%

[…]Worst dropSmaller wins−8.5%

[…]VolatilityLower wins12.3%

1–1Level

$10,000 · 3 yearsOne scale

Shared top holdingsSQLT · DFAC

0.8%THC0.1%

0.6%APA0.1%

0.6%PR0.1%

0.9%EXEL0.1%

Held in common8.5%

End-of-day Nov 4, 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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B
2	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk		0.20%	0.48%	+1.2%	new	new	new	new	[…]	$7M

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

Both

3Y2 funds

#			Trend
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B
2	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk		0.20%	0.48%	+1.2%	new	new	new	new	[…]	$7M

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

SQLT vs DFAC

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

DFAC

Dimensional - US Core Equity 2

$18,682

MeasureSQLTDFAC

Fee0.20%0.21%

Cost on $10k a year$20$21

Yield0.48%0.87%

5 years, per year[…]+11.7%

3 years, per year[…]+23.2%

Worst drop · 1Y[…]−8.5%

Volatility · 1Y[…]12.3%

1–1measures won
level

8.5%

holdings shared

Nov 4, 2026 · $10,000 three years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SQLT, DFAC

Today

8.5%most shared, SQLT and DFAC

SQLTDFAC

SQLT—8.5%

DFAC8.5%—

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

SQLT$48 − $20 = $28

KeptFee

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