SQLV vs DFAS

ASQLV

BDFAS

Measures won2–4DFAS wins · of 6 · 5Y

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

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 common10.4%SQLV and DFAS

SQLV

DFAS

Royce Quant Small-Cap Quality Value ETF · $41MDimensional - US Small Cap ETF · $35.2B

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

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

0.60%Expense ratio$60 · $30 on $10k · lower wins0.30%

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

−7.7%Worst dropSmaller wins−9.4%

16.5%VolatilityLower wins15.8%

2–4DFAS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSQLV · DFAS

0.3%WTFC0.2%

0.8%QLYS0.2%

0.5%WTM0.2%

0.9%HRB0.2%

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 Four

5Y4 funds

#
1	ASQLV	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	BDFAS	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	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$125.4B
4	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 Four

5Y4 funds

#
1	ASQLV	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	BDFAS	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	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$125.4B
4	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

SQLV vs DFAS

SQLV

Royce Quant Small-Cap Quality Value

$14,355

DFAS

Dimensional - US Small Cap

$13,932

MeasureSQLVDFAS

Fee0.60%0.30%

Cost on $10k a year$60$30

Yield1.03%1.04%

5 years, per year+7.5%+6.9%

3 years, per year+16.8%+17.5%

Worst drop · 1Y−7.7%−9.4%

Volatility · 1Y16.5%15.8%

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, VO, IJH

Today

40.9%most shared, DFAS and IJH

DFASSQLVVOIJH

DFAS—10.4%0.1%40.9%

SQLV10.4%—0.0%2.7%

VO0.1%0.0%—0.2%

IJH40.9%2.7%0.2%—

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

IJH$126 − $5 = $121

DFAS$104 − $30 = $74

SQLV$103 − $60 = $43

KeptFee

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