SQLV vs DFAS

ASQLV

BDFAS

Measures won2–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · SQLV $14,355

Lowest cost0.18%IWF · $18 on $10k

Most income1.00%DFAS · $100 on $10k

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

Held in common10.4%SQLV and DFAS

SQLV

DFAS

Royce Quant Small-Cap Quality Value ETF · $41MDimensional - US Small Cap ETF · $35.2B

+18.7%3 years · per year$16,710 · $16,976+19.3%

+8.7%5 years · per year$15,155 · $14,758+8.1%

0.60%Expense ratio$60 · $30 on $10k · lower wins0.30%

0.99%12-mo yield$99 · $100 on $10k1.00%

−7.7%Worst dropSmaller wins−9.4%

16.0%VolatilityLower wins15.3%

2–4DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSQLV · DFAS

0.3%WTFC0.2%

0.8%QLYS0.2%

0.5%WTM0.2%

0.9%HRB0.2%

Held in common10.4%

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 Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
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%	$41M
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
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%	$41M
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B

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

SQLV vs DFAS

SQLV

Royce Quant Small-Cap Quality Value

$15,155

DFAS

Dimensional - US Small Cap

$14,758

MeasureSQLVDFAS

Fee0.60%0.30%

Cost on $10k a year$60$30

Yield0.99%1.00%

5 years, per year+8.7%+8.1%

3 years, per year+18.7%+19.3%

Worst drop · 1Y−7.7%−9.4%

Volatility · 1Y16.0%15.3%

3–2measures won
DFAS first

10.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

Overlap: SQLV, DFAS, IWF

Today

10.4%most shared, SQLV and DFAS

SQLVDFASIWF

SQLV—10.4%0.0%

DFAS10.4%—1.4%

IWF0.0%1.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

SQLV$99 − $60 = $39

IWF$37 − $18 = $19

KeptFee

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