SQLV vs VO

ASQLV

BVO

Measures won3–3level · of 6 · 1Y

$10,000 · 1Y$12,942SQLV · DFAS $12,094

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

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

Held in common0.0%SQLV and VO

SQLV

Royce Quant Small-Cap Quality Value ETF · $40MVanguard Morningstar Mid-Cap ETF · $103B

+23.7%Year to dateJan 1 → Nov 9+13.6%

+29.4%1 yearTotal return+15.6%

0.60%Expense ratio$60 · $3 on $10k · lower wins0.03%

1.02%12-mo yield$102 · $135 on $10k1.35%

−7.7%Worst dropSmaller wins−8.2%

16.6%VolatilityLower wins13.1%

3–3Level

$10,000 · 1 yearAll three, one scale

Shared top holdingsSQLV · VO

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 1 year ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

1Y3 funds

#
1	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.02%	+2.1%	+23.7%	+29.4%	+16.2%	+7.1%	−7.7%	$40M
2	DFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

1Y3 funds

#
1	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.02%	+2.1%	+23.7%	+29.4%	+16.2%	+7.1%	−7.7%	$40M
2	DFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SQLV vs VO

SQLV

Royce Quant Small-Cap Quality Value

$12,942

Vanguard Morningstar Mid-Cap

$11,561

MeasureSQLVVO

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield1.02%1.35%

5 years, per year+7.1%+6.8%

3 years, per year+16.2%+18.8%

Worst drop · 1Y−7.7%−8.2%

Volatility · 1Y16.6%13.1%

4–2measures won
VO first

0.0%

holdings shared

Nov 9, 2026 · $10,000 one year ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SQLV, DFAS, VO

Today

10.2%most shared, SQLV and DFAS

SQLVDFASVO

SQLV—10.2%0.0%

DFAS10.2%—0.1%

VO0.0%0.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

DFAS$100 − $30 = $70

SQLV$102 − $60 = $42

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee