SQLV vs IJH

ASQLV

BIJH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · IWF $15,330

Lowest cost0.05%IJH · $5 on $10k

Most income1.26%IJH · $126 on $10k

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

Held in common2.7%SQLV and IJH

SQLV

IJH

Royce Quant Small-Cap Quality Value ETF · $39MiShares Core S&P Mid-Cap ETF · $121B

+16.8%3 years · per year$15,951 · $15,806+16.5%

+7.5%5 years · per year$14,355 · $13,830+6.7%

0.60%Expense ratio$60 · $5 on $10k · lower wins0.05%

1.03%12-mo yield$103 · $126 on $10k1.26%

−7.7%Worst dropSmaller wins−8.8%

16.5%VolatilityLower wins15.5%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSQLV · IJH

0.3%WTFC0.3%

0.8%QLYS0.2%

0.9%HRB0.2%

0.3%ST0.2%

Held in common2.7%

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	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.03%	−4.0%	+22.6%	+28.3%	+16.8%	+7.5%	−7.7%	$39M
4	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

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	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.03%	−4.0%	+22.6%	+28.3%	+16.8%	+7.5%	−7.7%	$39M
4	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

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 IJH

SQLV

Royce Quant Small-Cap Quality Value

$14,355

IJH

iShares Core S&P Mid-Cap

$13,830

MeasureSQLVIJH

Fee0.60%0.05%

Cost on $10k a year$60$5

Yield1.03%1.26%

5 years, per year+7.5%+6.7%

3 years, per year+16.8%+16.5%

Worst drop · 1Y−7.7%−8.8%

Volatility · 1Y16.5%15.5%

3–3measures won
level

2.7%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

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

Overlap: SQLV, IWF, IJH, DFAC

Today

40.8%most shared, IWF and DFAC

SQLVIWFIJHDFAC

SQLV—0.0%2.7%2.0%

IWF0.0%—1.9%40.8%

IJH2.7%1.9%—11.4%

DFAC2.0%40.8%11.4%—

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

DFAC$90 − $21 = $69

SQLV$103 − $60 = $43

IWF$39 − $18 = $21

KeptFee

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