DFAS vs SQLV

ADFAS

BSQLV

Measures won4–2DFAS wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · SQLV $14,355

Lowest cost0.03%VUG · $3 on $10k

Most income1.00%DFAS · $100 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

+19.3%3 years · per year$16,976 · $16,710+18.7%

+8.1%5 years · per year$14,758 · $15,155+8.7%

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

1.00%12-mo yield$100 · $99 on $10k0.99%

−9.4%Worst dropSmaller wins−7.7%

15.3%VolatilityLower wins16.0%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$41M
3	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

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$41M
3	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

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

$14,758

SQLV

Royce Quant Small-Cap Quality Value

$15,155

MeasureDFASSQLV

Fee0.30%0.60%

Cost on $10k a year$30$60

Yield1.00%0.99%

5 years, per year+8.1%+8.7%

3 years, per year+19.3%+18.7%

Worst drop · 1Y−9.4%−7.7%

Volatility · 1Y15.3%16.0%

3–2measures won
DFAS first

10.4%

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, SQLV, VUG

Today

10.4%most shared, DFAS and SQLV

DFASSQLVVUG

DFAS—10.4%0.0%

SQLV10.4%—0.0%

VUG0.0%0.0%—

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

SQLV$99 − $60 = $39

VUG$40 − $3 = $37

KeptFee

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