DFAC vs SQLV

ADFAC

BSQLV

Measures won4–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · SQLV $15,155

Lowest cost0.21%DFAC · $21 on $10k

Most income0.99%SQLV · $99 on $10k

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

Held in common1.9%DFAC and SQLV

DFAC

SQLV

Dimensional - US Core Equity 2 ETF · $87.6BRoyce Quant Small-Cap Quality Value ETF · $40M

+23.2%3 years · per year$18,682 · $16,710+18.7%

+11.7%5 years · per year$17,417 · $15,155+8.7%

0.21%Expense ratio$21 · $60 on $10k · lower wins0.60%

0.87%12-mo yield$87 · $99 on $10k0.99%

−8.5%Worst dropSmaller wins−7.7%

12.3%VolatilityLower wins16.0%

4–2DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · SQLV

0.0%WTFC0.3%

0.0%WTM0.5%

0.0%FHI0.8%

0.0%QLYS0.8%

Held in common1.9%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ADFAC	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	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk		0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$40M

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

Both

5Y2 funds

#			Trend
1	ADFAC	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	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk		0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$40M

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

DFAC vs SQLV

DFAC

Dimensional - US Core Equity 2

$17,417

SQLV

Royce Quant Small-Cap Quality Value

$15,155

MeasureDFACSQLV

Fee0.21%0.60%

Cost on $10k a year$21$60

Yield0.87%0.99%

5 years, per year+11.7%+8.7%

3 years, per year+23.2%+18.7%

Worst drop · 1Y−8.5%−7.7%

Volatility · 1Y12.3%16.0%

4–2measures won
DFAC first

1.9%

holdings shared

Nov 4, 2026 · $10,000 five 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: DFAC, SQLV

Today

1.9%most shared, DFAC and SQLV

DFACSQLV

DFAC—1.9%

SQLV1.9%—

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

SQLV$99 − $60 = $39

KeptFee

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