DFAS vs SQLV

ADFAS

BSQLV

Measures won4–2DFAS wins · of 6 · 5Y

$10,000 · 5Y$14,355SQLV · DFAS $13,932

Lowest cost0.06%IJR · $6 on $10k

Most income1.24%IJR · $124 on $10k

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

Held in common10.4%DFAS and SQLV

DFAS

SQLV

Dimensional - US Small Cap ETF · $35.2BRoyce Quant Small-Cap Quality Value ETF · $41M

+17.5%3 years · per year$16,215 · $15,951+16.8%

+6.9%5 years · per year$13,932 · $14,355+7.5%

0.30%Expense ratio$30 · $60 on $10k · lower wins0.60%

1.04%12-mo yield$104 · $103 on $10k1.03%

−9.4%Worst dropSmaller wins−7.7%

15.8%VolatilityLower wins16.5%

4–2DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · SQLV

0.2%WTFC0.3%

0.2%QLYS0.8%

0.2%WTM0.5%

0.2%HRB0.9%

Held in common10.4%

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	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
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$107.7B

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	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
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$107.7B

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 SQLV

DFAS

Dimensional - US Small Cap

$13,932

SQLV

Royce Quant Small-Cap Quality Value

$14,355

MeasureDFASSQLV

Fee0.30%0.60%

Cost on $10k a year$30$60

Yield1.04%1.03%

5 years, per year+6.9%+7.5%

3 years, per year+17.5%+16.8%

Worst drop · 1Y−9.4%−7.7%

Volatility · 1Y15.8%16.5%

3–2measures won
DFAS first

10.4%

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: DFAS, SQLV, IJR

Today

34.5%most shared, DFAS and IJR

DFASSQLVIJR

DFAS—10.4%34.5%

SQLV10.4%—15.3%

IJR34.5%15.3%—

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

DFAS$104 − $30 = $74

SQLV$103 − $60 = $43

KeptFee

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