SQLT vs IJR

ASQLT

BIJR

Measures won0–2IJR wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · DFAC $16,525

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common27.0%SQLT and IJR

SQLT

IJR

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7MiShares Core S&P Small-Cap ETF · $104B

[…]3 years · per year[…] · $16,147+17.3%

[…]5 years · per year[…] · $13,170+5.7%

0.20%Expense ratio$20 · $6 on $10k · lower wins0.06%

0.49%12-mo yield$49 · $124 on $10k1.24%

[…]Worst dropSmaller wins−9.7%

[…]VolatilityLower wins16.2%

0–2IJR wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSQLT · IJR

0.5%EPAM0.5%

0.4%PAYC0.6%

0.4%AWI0.4%

0.3%POOL0.5%

Held in common27.0%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	DFAC	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
3	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B
4	ASQLT	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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	DFAC	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
3	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B
4	ASQLT	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

SQLT vs IJR

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

IJR

iShares Core S&P Small-Cap

$13,170

MeasureSQLTIJR

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield0.49%1.24%

5 years, per year[…]+5.7%

3 years, per year[…]+17.3%

Worst drop · 1Y[…]−9.7%

Volatility · 1Y[…]16.2%

2–0measures won
IJR first

27.0%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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: SQLT, DFAC, VTV, IJR

Today

38.0%most shared, DFAC and VTV

SQLTDFACVTVIJR

SQLT—8.5%0.0%27.0%

DFAC8.5%—38.0%6.4%

VTV0.0%38.0%—0.0%

IJR27.0%6.4%0.0%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IJR$124 − $6 = $118

DFAC$90 − $21 = $69

SQLT$49 − $20 = $29

KeptFee

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