DFAC vs SQLT

ADFAC

BSQLT

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · IJH $13,830

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common8.5%DFAC and SQLT

DFAC

SQLT

Dimensional - US Core Equity 2 ETF · $85.7BiShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7M

+21.0%3 years · per year$17,722 · […][…]

+10.6%5 years · per year$16,525 · […][…]

0.21%Expense ratio$21 · $20 on $10k · lower wins0.20%

0.90%12-mo yield$90 · $49 on $10k0.49%

−8.5%Worst dropSmaller wins[…]

12.9%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · SQLT

0.1%THC0.9%

0.1%APA0.5%

0.1%EXEL0.9%

0.1%PR0.6%

Held in common8.5%

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	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
4	BSQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.49%	+0.1%	new	new	new	new	[…]	$7M

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	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
4	BSQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.49%	+0.1%	new	new	new	new	[…]	$7M

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

DFAC vs SQLT

DFAC

Dimensional - US Core Equity 2

$16,525

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

MeasureDFACSQLT

Fee0.21%0.20%

Cost on $10k a year$21$20

Yield0.90%0.49%

5 years, per year+10.6%[…]

3 years, per year+21.0%[…]

Worst drop · 1Y−8.5%[…]

Volatility · 1Y12.9%[…]

1–1measures won
level

8.5%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SQLT, DFAC, VO, IJH

Today

39.2%most shared, SQLT and IJH

SQLTDFACVOIJH

SQLT—8.5%0.0%39.2%

DFAC8.5%—19.7%11.4%

VO0.0%19.7%—0.2%

IJH39.2%11.4%0.2%—

End-of-day Nov 6, 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

DFAC$90 − $21 = $69

SQLT$49 − $20 = $29

KeptFee

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