SQLV vs DFAC

ASQLV

BDFAC

Measures won4–2SQLV wins · of 6 · YTD

$10,000 · YTD$12,111SQLV · IJR $11,548

Lowest cost0.06%IJR · $6 on $10k

Most income1.24%IJR · $124 on $10k

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

Held in common1.9%SQLV and DFAC

YTD

SQLV

DFAC

Royce Quant Small-Cap Quality Value ETF · $39MDimensional - US Core Equity 2 ETF · $85.6B

+21.1%Year to dateJan 1 → Nov 6+11.4%

+25.3%1 yearTotal return+13.8%

0.60%Expense ratio$60 · $21 on $10k · lower wins0.21%

1.04%12-mo yield$104 · $90 on $10k0.90%

−7.7%Worst dropSmaller wins−8.5%

16.5%VolatilityLower wins12.9%

4–2SQLV wins

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

Shared top holdingsSQLV · DFAC

0.3%WTFC0.0%

0.5%WTM0.0%

0.8%FHI0.0%

0.8%QLYS0.0%

Held in common1.9%

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	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
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B

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	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
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B

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 DFAC

SQLV

Royce Quant Small-Cap Quality Value

$12,526

DFAC

Dimensional - US Core Equity 2

$11,383

MeasureSQLVDFAC

Fee0.60%0.21%

Cost on $10k a year$60$21

Yield1.04%0.90%

5 years, per year+7.2%+10.6%

3 years, per year+16.2%+21.0%

Worst drop · 1Y−7.7%−8.5%

Volatility · 1Y16.5%12.9%

4–2measures won
DFAC first

1.9%

holdings shared

Nov 6, 2026 · $10,000 one year 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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SQLV, IJR, DFAC

Today

15.2%most shared, SQLV and IJR

SQLVIJRDFAC

SQLV—15.2%1.9%

IJR15.2%—6.4%

DFAC1.9%6.4%—

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

DFAC$90 − $21 = $69

SQLV$104 − $60 = $44

KeptFee

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