DFAS vs SQLT

ADFAS

BSQLT

Measures won1–1level · of 6 · YTD

$10,000 · YTD$11,270DFAS · VUG $10,138

Lowest cost0.03%VUG · $3 on $10k

Most income1.03%DFAS · $103 on $10k

Smallest drop−9.4%DFAS · worst fall in 1Y

Held in common37.2%DFAS and SQLT

YTD

DFAS

SQLT

Dimensional - US Small Cap ETF · $33.7BiShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7M

+12.7%Year to dateJan 1 → Nov 6[…]

+15.9%1 yearTotal return[…]

0.30%Expense ratio$30 · $20 on $10k · lower wins0.20%

1.03%12-mo yield$103 · $49 on $10k0.49%

−9.4%Worst dropSmaller wins[…]

15.7%VolatilityLower wins[…]

1–1Level

$10,000 · since Jan 1All three, one scale

Shared top holdingsDFAS · SQLT

0.3%BJ0.8%

0.2%EHC0.6%

0.2%RRC0.4%

0.2%AIT0.4%

Held in common37.2%

End-of-day Nov 6, 2026 · $10,000 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

YTD3 funds

#
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BSQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.49%	+0.1%	new	new	new	new	[…]	$7M

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

All Three

YTD3 funds

#
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BSQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.49%	+0.1%	new	new	new	new	[…]	$7M

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 SQLT

DFAS

Dimensional - US Small Cap

$11,585

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

MeasureDFASSQLT

Fee0.30%0.20%

Cost on $10k a year$30$20

Yield1.03%0.49%

5 years, per year+6.8%[…]

3 years, per year+17.3%[…]

Worst drop · 1Y−9.4%[…]

Volatility · 1Y15.7%[…]

1–1measures won
level

37.2%

holdings shared

Nov 6, 2026 · $10,000 one year 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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: SQLT, DFAS, VUG

Today

37.2%most shared, SQLT and DFAS

SQLTDFASVUG

SQLT—37.2%0.0%

DFAS37.2%—0.0%

VUG0.0%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

VUG$42 − $3 = $39

SQLT$49 − $20 = $29

KeptFee

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