SQLT vs IJH

ASQLT

BIJH

Measures won0–2IJH wins · of 6 · 5Y

$10,000 · 5Y$13,932DFAS · 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 common39.2%SQLT and IJH

SQLT

IJH

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7MiShares Core S&P Mid-Cap ETF · $121B

[…]3 years · per year[…] · $15,806+16.5%

[…]5 years · per year[…] · $13,830+6.7%

0.20%Expense ratio$20 · $5 on $10k · lower wins0.05%

0.49%12-mo yield$49 · $126 on $10k1.26%

[…]Worst dropSmaller wins−8.8%

[…]VolatilityLower wins15.5%

0–2IJH wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSQLT · IJH

0.8%THC0.7%

0.9%RGLD0.6%

0.8%WWD0.6%

0.6%PR0.5%

Held in common39.2%

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	DFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
3	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
4	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.49%	−3.7%	new	new	new	new	[…]	$7M

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	DFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
3	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
4	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.49%	−3.7%	new	new	new	new	[…]	$7M

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

SQLT vs IJH

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

IJH

iShares Core S&P Mid-Cap

$13,830

MeasureSQLTIJH

Fee0.20%0.05%

Cost on $10k a year$20$5

Yield0.49%1.26%

5 years, per year[…]+6.7%

3 years, per year[…]+16.5%

Worst drop · 1Y[…]−8.8%

Volatility · 1Y[…]15.5%

2–0measures won
IJH first

39.2%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SQLT, DFAS, VO, IJH

Today

40.9%most shared, DFAS and IJH

SQLTDFASVOIJH

SQLT—37.4%0.0%39.2%

DFAS37.4%—0.1%40.9%

VO0.0%0.1%—0.2%

IJH39.2%40.9%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

SQLT$49 − $20 = $29

KeptFee

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