SQLV vs VB

ASQLV

BVB

Measures won3–3level · of 6 · 1Y

$10,000 · 1Y$12,826SQLV · VB $11,458

Lowest cost0.03%VB · $3 on $10k

Most income1.28%VB · $129 on $10k

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

Held in common4.1%SQLV and VB

SQLV

Royce Quant Small-Cap Quality Value ETF · $39MVanguard Morningstar Small-Cap ETF · $76.9B

+22.6%Year to dateJan 1 → Nov 5+11.2%

+28.3%1 yearTotal return+14.6%

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

1.03%12-mo yield$103 · $129 on $10k1.28%

−7.7%Worst dropSmaller wins−9.0%

16.5%VolatilityLower wins16.2%

3–3Level

$10,000 · 1 yearOne scale

Shared top holdingsSQLV · VB

0.3%WTFC0.1%

0.8%SM0.1%

0.2%PLXS0.1%

0.8%QLYS0.1%

Held in common4.1%

End-of-day Nov 5, 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%	1.03%	−4.0%	+22.6%	+28.3%	+16.8%	+7.5%	−7.7%	$39M
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B

End-of-day Nov 5, 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%	1.03%	−4.0%	+22.6%	+28.3%	+16.8%	+7.5%	−7.7%	$39M
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B

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 VB

SQLV

Royce Quant Small-Cap Quality Value

$12,826

Vanguard Morningstar Small-Cap

$11,458

MeasureSQLVVB

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield1.03%1.28%

5 years, per year+7.5%+5.9%

3 years, per year+16.8%+18.5%

Worst drop · 1Y−7.7%−9.0%

Volatility · 1Y16.5%16.2%

4–2measures won
VB first

4.1%

holdings shared

Nov 5, 2026 · $10,000 one year ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$75.4BAssets$76.9B

2–0VB wins

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, VB

Today

4.1%most shared, SQLV and VB

SQLVVB

SQLV—4.1%

VB4.1%—

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

Income After Fees on $10,000

$126most kept, VB

VB$129 − $3 = $126

SQLV$103 − $60 = $43

KeptFee

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