DFAS vs SQLV

ADFAS

BSQLV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,089SQLV · IJH $14,049

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

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

Held in common10.2%DFAS and SQLV

DFAS

SQLV

Dimensional - US Small Cap ETF · $34.7BRoyce Quant Small-Cap Quality Value ETF · $40M

+17.5%3 years · per year$16,239 · $15,678+16.2%

+7.0%5 years · per year$14,033 · $14,089+7.1%

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

1.00%12-mo yield$100 · $102 on $10k1.02%

−9.4%Worst dropSmaller wins−7.7%

15.9%VolatilityLower wins16.6%

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 common10.2%

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	BSQLV	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
2	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
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

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	BSQLV	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
2	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
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

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

DFAS vs SQLV

DFAS

Dimensional - US Small Cap

$14,033

SQLV

Royce Quant Small-Cap Quality Value

$14,089

MeasureDFASSQLV

Fee0.30%0.60%

Cost on $10k a year$30$60

Yield1.00%1.02%

5 years, per year+7.0%+7.1%

3 years, per year+17.5%+16.2%

Worst drop · 1Y−9.4%−7.7%

Volatility · 1Y15.9%16.6%

3–2measures won
DFAS first

10.2%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: DFAS, SQLV, VO, IJH

Today

40.7%most shared, DFAS and IJH

DFASSQLVVOIJH

DFAS—10.2%0.1%40.7%

SQLV10.2%—0.0%2.7%

VO0.1%0.0%—0.2%

IJH40.7%2.7%0.2%—

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IJH$121 − $5 = $116

DFAS$100 − $30 = $70

SQLV$102 − $60 = $42

KeptFee

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