SQLV vs IJR

ASQLV

BIJR

Measures won4–2SQLV wins · of 6 · 1Y

$10,000 · 1Y$12,869SQLV · IJR $12,128

Lowest cost0.06%IJR · $6 on $10k

Most income1.21%IJR · $121 on $10k

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

Held in common15.7%SQLV and IJR

SQLV

IJR

Royce Quant Small-Cap Quality Value ETF · $40MiShares Core S&P Small-Cap ETF · $106B

+24.0%Year to dateJan 1 → Nov 3+18.3%

+28.7%1 yearTotal return+21.3%

0.60%Expense ratio$60 · $6 on $10k · lower wins0.06%

1.02%12-mo yield$102 · $121 on $10k1.21%

−7.7%Worst dropSmaller wins−9.7%

15.7%VolatilityLower wins15.8%

4–2SQLV wins

$10,000 · 1 yearOne scale

Shared top holdingsSQLV · IJR

0.8%SM0.5%

0.4%LGND0.4%

0.3%CON0.3%

0.5%IRDM0.3%

Held in common15.7%

End-of-day Nov 3, 2026 · $10,000 1 year ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

1Y2 funds

#			Trend
1	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk		0.60%	1.02%	−1.0%	+24.0%	+28.7%	+17.9%	+7.6%	−7.7%	$40M
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B

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

Both

1Y2 funds

#			Trend
1	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk		0.60%	1.02%	−1.0%	+24.0%	+28.7%	+17.9%	+7.6%	−7.7%	$40M
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B

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

Cards for this view

SQLV vs IJR

SQLV

Royce Quant Small-Cap Quality Value

$12,869

IJR

iShares Core S&P Small-Cap

$12,128

MeasureSQLVIJR

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield1.02%1.21%

5 years, per year+7.6%+6.1%

3 years, per year+17.9%+19.0%

Worst drop · 1Y−7.7%−9.7%

Volatility · 1Y15.7%15.8%

3–3measures won
level

15.7%

holdings shared

Nov 3, 2026 · $10,000 one year ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SQLV, IJR

Today

15.7%most shared, SQLV and IJR

SQLVIJR

SQLV—15.7%

IJR15.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

SQLV$102 − $60 = $42

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee