SQLV vs IJR

ASQLV

BIJR

Measures won2–4IJR wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · SQLV $15,155

Lowest cost0.06%IJR · $6 on $10k

Most income1.20%IJR · $120 on $10k

Smallest drop−7.7%SQLV · worst fall in 1Y

Held in common15.7%SQLV and IJR

SQLV

IJR

Royce Quant Small-Cap Quality Value ETF · $40MiShares Core S&P Small-Cap ETF · $106B

+18.7%3 years · per year$16,710 · $16,979+19.3%

+8.7%5 years · per year$15,155 · $13,920+6.8%

0.60%Expense ratio$60 · $6 on $10k · lower wins0.06%

0.99%12-mo yield$99 · $120 on $10k1.20%

−7.7%Worst dropSmaller wins−9.7%

16.0%VolatilityLower wins15.8%

2–4IJR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSQLV · IJR

0.8%SM0.5%

0.5%LGND0.4%

0.4%INDV0.3%

0.3%CON0.3%

Held in common15.7%

End-of-day Nov 4, 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	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B
2	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$40M
3	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.20%	+1.3%	+19.9%	+22.7%	+19.3%	+6.8%	−9.7%	$106.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B
2	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$40M
3	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.20%	+1.3%	+19.9%	+22.7%	+19.3%	+6.8%	−9.7%	$106.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SQLV vs IJR

SQLV

Royce Quant Small-Cap Quality Value

$15,155

IJR

iShares Core S&P Small-Cap

$13,920

MeasureSQLVIJR

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield0.99%1.20%

5 years, per year+8.7%+6.8%

3 years, per year+18.7%+19.3%

Worst drop · 1Y−7.7%−9.7%

Volatility · 1Y16.0%15.8%

4–2measures won
IJR first

15.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SQLV, DFAC, IJR

Today

15.7%most shared, SQLV and IJR

SQLVDFACIJR

SQLV—1.9%15.7%

DFAC1.9%—6.4%

IJR15.7%6.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$114most kept, IJR

IJR$120 − $6 = $114

DFAC$87 − $21 = $66

SQLV$99 − $60 = $39

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee