DFAC vs SQLV

ADFAC

BSQLV

Measures won4–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income1.24%IJR · $124 on $10k

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

Held in common2.0%DFAC and SQLV

DFAC

SQLV

Dimensional - US Core Equity 2 ETF · $89.2BRoyce Quant Small-Cap Quality Value ETF · $41M

+21.2%3 years · per year$17,812 · $15,951+16.8%

+10.6%5 years · per year$16,526 · $14,355+7.5%

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

0.90%12-mo yield$90 · $103 on $10k1.03%

−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 common2.0%

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	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.03%	−4.0%	+22.6%	+28.3%	+16.8%	+7.5%	−7.7%	$41M
4	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$107.7B

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	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.03%	−4.0%	+22.6%	+28.3%	+16.8%	+7.5%	−7.7%	$41M
4	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$107.7B

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

DFAC vs SQLV

DFAC

Dimensional - US Core Equity 2

$16,526

SQLV

Royce Quant Small-Cap Quality Value

$14,355

MeasureDFACSQLV

Fee0.21%0.60%

Cost on $10k a year$21$60

Yield0.90%1.03%

5 years, per year+10.6%+7.5%

3 years, per year+21.2%+16.8%

Worst drop · 1Y−8.5%−7.7%

Volatility · 1Y12.9%16.5%

4–2measures won
DFAC first

2.0%

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SQLV, VUG, DFAC, IJR

Today

36.2%most shared, VUG and DFAC

SQLVVUGDFACIJR

SQLV—0.0%2.0%15.3%

VUG0.0%—36.2%0.0%

DFAC2.0%36.2%—6.4%

IJR15.3%0.0%6.4%—

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

DFAC$90 − $21 = $69

SQLV$103 − $60 = $43

VUG$43 − $3 = $40

KeptFee

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