DFAC vs SQLV

ADFAC

BSQLV

Measures won4–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · SQLV $14,141

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

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

Held in common1.9%DFAC and SQLV

DFAC

SQLV

Dimensional - US Core Equity 2 ETF · $85.6BRoyce Quant Small-Cap Quality Value ETF · $39M

+21.0%3 years · per year$17,722 · $15,694+16.2%

+10.6%5 years · per year$16,525 · $14,141+7.2%

0.21%Expense ratio$21 · $60 on $10k · lower wins0.60%

0.90%12-mo yield$90 · $104 on $10k1.04%

−8.5%Worst dropSmaller wins−7.7%

12.9%VolatilityLower wins16.5%

4–2DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · SQLV

0.0%WTFC0.3%

0.0%WTM0.5%

0.0%FHI0.8%

0.0%QLYS0.8%

Held in common1.9%

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%	$85.6B
2	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.04%	−1.2%	+21.1%	+25.3%	+16.2%	+7.2%	−7.7%	$39M
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
4	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

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%	$85.6B
2	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.04%	−1.2%	+21.1%	+25.3%	+16.2%	+7.2%	−7.7%	$39M
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
4	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

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 SQLV

DFAC

Dimensional - US Core Equity 2

$16,525

SQLV

Royce Quant Small-Cap Quality Value

$14,141

MeasureDFACSQLV

Fee0.21%0.60%

Cost on $10k a year$21$60

Yield0.90%1.04%

5 years, per year+10.6%+7.2%

3 years, per year+21.0%+16.2%

Worst drop · 1Y−8.5%−7.7%

Volatility · 1Y12.9%16.5%

4–2measures won
DFAC first

1.9%

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: SQLV, DFAC, VO, IJH

Today

19.7%most shared, DFAC and VO

SQLVDFACVOIJH

SQLV—1.9%0.0%2.7%

DFAC1.9%—19.7%11.4%

VO0.0%19.7%—0.2%

IJH2.7%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$125 − $5 = $120

DFAC$90 − $21 = $69

SQLV$104 − $60 = $44

KeptFee

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