DFAS vs SQLT

ADFAS

BSQLT

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$15,330IWF · DFAS $13,932

Lowest cost0.18%IWF · $18 on $10k

Most income1.00%DFAS · $100 on $10k

Smallest drop−9.4%DFAS · worst fall in 1Y

Held in common37.4%DFAS and SQLT

DFAS

SQLT

Dimensional - US Small Cap ETF · $35.2BiShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7M

+19.3%3 years · per year$16,976 · […][…]

+8.1%5 years · per year$14,758 · […][…]

0.30%Expense ratio$30 · $20 on $10k · lower wins0.20%

1.00%12-mo yield$100 · $48 on $10k0.48%

−9.4%Worst dropSmaller wins[…]

15.3%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · SQLT

0.2%AIT0.4%

0.2%BJ0.8%

0.2%MOG-A0.3%

0.2%RRC0.4%

Held in common37.4%

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
3	BSQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	+1.2%	new	new	new	new	[…]	$7M

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
3	BSQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	+1.2%	new	new	new	new	[…]	$7M

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

DFAS vs SQLT

DFAS

Dimensional - US Small Cap

$14,758

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

MeasureDFASSQLT

Fee0.30%0.20%

Cost on $10k a year$30$20

Yield1.00%0.48%

5 years, per year+8.1%[…]

3 years, per year+19.3%[…]

Worst drop · 1Y−9.4%[…]

Volatility · 1Y15.3%[…]

1–1measures won
level

37.4%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

Overlap: DFAS, SQLT, IWF

Today

37.4%most shared, DFAS and SQLT

DFASSQLTIWF

DFAS—37.4%1.4%

SQLT37.4%—0.6%

IWF1.4%0.6%—

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

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

SQLT$48 − $20 = $28

IWF$37 − $18 = $19

KeptFee

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