DFAS vs SQLV

ADFAS

BSQLV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,441IWF · SQLV $14,141

Lowest cost0.05%IJH · $5 on $10k

Most income1.25%IJH · $125 on $10k

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

Held in common10.3%DFAS and SQLV

DFAS

SQLV

Dimensional - US Small Cap ETF · $33.7BRoyce Quant Small-Cap Quality Value ETF · $39M

+17.3%3 years · per year$16,130 · $15,694+16.2%

+6.8%5 years · per year$13,927 · $14,141+7.2%

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

1.03%12-mo yield$103 · $104 on $10k1.04%

−9.4%Worst dropSmaller wins−7.7%

15.7%VolatilityLower wins16.5%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · SQLV

0.2%WTFC0.3%

0.2%WTM0.5%

0.2%HRB0.9%

0.2%QLYS0.8%

Held in common10.3%

End-of-day Nov 6, 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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.04%	−1.2%	+21.1%	+25.3%	+16.2%	+7.2%	−7.7%	$39M
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
4	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.04%	−1.2%	+21.1%	+25.3%	+16.2%	+7.2%	−7.7%	$39M
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
4	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B

End-of-day Nov 6, 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

$13,927

SQLV

Royce Quant Small-Cap Quality Value

$14,141

MeasureDFASSQLV

Fee0.30%0.60%

Cost on $10k a year$30$60

Yield1.03%1.04%

5 years, per year+6.8%+7.2%

3 years, per year+17.3%+16.2%

Worst drop · 1Y−9.4%−7.7%

Volatility · 1Y15.7%16.5%

3–2measures won
DFAS first

10.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DFAS, SQLV, IWF, IJH

Today

40.7%most shared, DFAS and IJH

DFASSQLVIWFIJH

DFAS—10.3%1.4%40.7%

SQLV10.3%—0.0%2.7%

IWF1.4%0.0%—1.9%

IJH40.7%2.7%1.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

DFAS$103 − $30 = $73

SQLV$104 − $60 = $44

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee