DFAC vs SQLV

ADFAC

BSQLV

Measures won4–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · SQLV $14,355

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

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

Held in common2.0%DFAC and SQLV

DFAC

SQLV

Dimensional - US Core Equity 2 ETF · $89.2BRoyce Quant Small-Cap Quality Value ETF · $41M

+21.2%3 years · per year$17,812 · $15,951+16.8%

+10.6%5 years · per year$16,526 · $14,355+7.5%

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

0.90%12-mo yield$90 · $103 on $10k1.03%

−8.5%Worst dropSmaller wins−7.7%

12.9%VolatilityLower wins16.5%

4–2DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · SQLV

0.0%WTFC0.3%

0.0%WTM0.5%

0.0%FHI0.8%

0.0%QLYS0.8%

Held in common2.0%

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

All Three

5Y3 funds

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
2	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.03%	−4.0%	+22.6%	+28.3%	+16.8%	+7.5%	−7.7%	$41M
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

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

All Three

5Y3 funds

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
2	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.03%	−4.0%	+22.6%	+28.3%	+16.8%	+7.5%	−7.7%	$41M
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

End-of-day Nov 5, 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

$16,526

SQLV

Royce Quant Small-Cap Quality Value

$14,355

MeasureDFACSQLV

Fee0.21%0.60%

Cost on $10k a year$21$60

Yield0.90%1.03%

5 years, per year+10.6%+7.5%

3 years, per year+21.2%+16.8%

Worst drop · 1Y−8.5%−7.7%

Volatility · 1Y12.9%16.5%

4–2measures won
DFAC first

2.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFAC, SQLV, VO

Today

19.6%most shared, DFAC and VO

DFACSQLVVO

DFAC—2.0%19.6%

SQLV2.0%—0.0%

VO19.6%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFAC$90 − $21 = $69

SQLV$103 − $60 = $43

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee