SQLT vs DFAC

ASQLT

BDFAC

Measures won1–1level · of 6 · YTD

$10,000 · YTD$11,854VTV · DFAC $11,140

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common8.5%SQLT and DFAC

YTD

SQLT

DFAC

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7MDimensional - US Core Equity 2 ETF · $85.7B

[…]Year to dateJan 1 → Nov 6+11.4%

[…]1 yearTotal return+13.8%

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

0.49%12-mo yield$49 · $90 on $10k0.90%

[…]Worst dropSmaller wins−8.5%

[…]VolatilityLower wins12.9%

1–1Level

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

Shared top holdingsSQLT · DFAC

0.9%THC0.1%

0.5%APA0.1%

0.9%EXEL0.1%

0.6%PR0.1%

Held in common8.5%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
3	ASQLT	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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
3	ASQLT	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

SQLT vs DFAC

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

DFAC

Dimensional - US Core Equity 2

$11,383

MeasureSQLTDFAC

Fee0.20%0.21%

Cost on $10k a year$20$21

Yield0.49%0.90%

5 years, per year[…]+10.6%

3 years, per year[…]+21.0%

Worst drop · 1Y[…]−8.5%

Volatility · 1Y[…]12.9%

1–1measures won
level

8.5%

holdings shared

Nov 6, 2026 · $10,000 one year ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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: SQLT, VTV, DFAC

Today

38.0%most shared, VTV and DFAC

SQLTVTVDFAC

SQLT—0.0%8.5%

VTV0.0%—38.0%

DFAC8.5%38.0%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

DFAC$90 − $21 = $69

SQLT$49 − $20 = $29

KeptFee

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