SQLV vs DFAC

ASQLV

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.21%IJH · $121 on $10k

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

Held in common1.9%SQLV and DFAC

SQLV

DFAC

Royce Quant Small-Cap Quality Value ETF · $40MDimensional - US Core Equity 2 ETF · $87.7B

+16.2%3 years · per year$15,678 · $17,787+21.2%

+7.1%5 years · per year$14,089 · $16,820+11.0%

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

1.02%12-mo yield$102 · $88 on $10k0.88%

−7.7%Worst dropSmaller wins−8.5%

16.6%VolatilityLower wins13.1%

2–4DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSQLV · DFAC

0.3%WTFC0.0%

0.5%WTM0.0%

0.8%FHI0.0%

0.3%CON0.0%

Held in common1.9%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.02%	+2.1%	+23.7%	+29.4%	+16.2%	+7.1%	−7.7%	$40M
4	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$125.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.02%	+2.1%	+23.7%	+29.4%	+16.2%	+7.1%	−7.7%	$40M
4	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$125.2B

End-of-day Nov 9, 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

$14,089

DFAC

Dimensional - US Core Equity 2

$16,820

MeasureSQLVDFAC

Fee0.60%0.21%

Cost on $10k a year$60$21

Yield1.02%0.88%

5 years, per year+7.1%+11.0%

3 years, per year+16.2%+21.2%

Worst drop · 1Y−7.7%−8.5%

Volatility · 1Y16.6%13.1%

4–2measures won
DFAC first

1.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DFAC, SQLV, IJH, VUG

Today

35.8%most shared, DFAC and VUG

DFACSQLVIJHVUG

DFAC—1.9%11.4%35.8%

SQLV1.9%—2.7%0.0%

IJH11.4%2.7%—0.0%

VUG35.8%0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

DFAC$88 − $21 = $67

SQLV$102 − $60 = $42

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee