SQLV vs IWF

ASQLV

BIWF

Measures won5–1SQLV wins · of 6 · YTD

$10,000 · YTD$12,111SQLV · DFAC $11,140

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 common0.0%SQLV and IWF

YTD

SQLV

IWF

Royce Quant Small-Cap Quality Value ETF · $39MiShares Russell 1000 Growth ETF · $115B

+21.1%Year to dateJan 1 → Nov 6−5.3%

+25.3%1 yearTotal return−6.5%

0.60%Expense ratio$60 · $18 on $10k · lower wins0.18%

1.04%12-mo yield$104 · $39 on $10k0.39%

−7.7%Worst dropSmaller wins−14.6%

16.5%VolatilityLower wins19.4%

5–1SQLV wins

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

Shared top holdingsSQLV · IWF

0.9%HRB0.0%

0.5%IRDM0.0%

1.0%KD0.0%

Held in common0.0%

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	DFAC	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
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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	DFAC	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
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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 IWF

SQLV

Royce Quant Small-Cap Quality Value

$12,526

IWF

iShares Russell 1000 Growth

$9,348

MeasureSQLVIWF

Fee0.60%0.18%

Cost on $10k a year$60$18

Yield1.04%0.39%

5 years, per year+7.2%+9.1%

3 years, per year+16.2%+19.4%

Worst drop · 1Y−7.7%−14.6%

Volatility · 1Y16.5%19.4%

3–3measures won
level

0.0%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SQLV, IWF, DFAC

Today

40.2%most shared, IWF and DFAC

SQLVIWFDFAC

SQLV—0.0%1.9%

IWF0.0%—40.2%

DFAC1.9%40.2%—

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

SQLV$104 − $60 = $44

IWF$39 − $18 = $21

KeptFee

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