SQLV vs VUG

ASQLV

BVUG

Measures won5–1SQLV wins · of 6 · 1Y

$10,000 · 1Y$12,869SQLV · VB $11,617

Lowest cost0.03%VB · $3 on $10k

Most income1.25%VB · $125 on $10k

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

Held in common0.0%SQLV and VUG

SQLV

VUG

Royce Quant Small-Cap Quality Value ETF · $40MVanguard Morningstar Growth ETF · $233B

+24.0%Year to dateJan 1 → Nov 3+4.7%

+28.7%1 yearTotal return+2.5%

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

1.02%12-mo yield$102 · $41 on $10k0.41%

−7.7%Worst dropSmaller wins−16.1%

15.7%VolatilityLower wins18.2%

5–1SQLV wins

$10,000 · 1 yearAll three, one scale

Shared top holdingsSQLV · VUG

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

Held in common0.0%

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

All Three

1Y3 funds

#
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	VB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.25%	+0.2%	+14.4%	+16.2%	+20.3%	+6.5%	−9.0%	$76.9B
3	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B

End-of-day Nov 3, 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%	−1.0%	+24.0%	+28.7%	+17.9%	+7.6%	−7.7%	$40M
2	VB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.25%	+0.2%	+14.4%	+16.2%	+20.3%	+6.5%	−9.0%	$76.9B
3	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B

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 VUG

SQLV

Royce Quant Small-Cap Quality Value

$12,869

VUG

Vanguard Morningstar Growth

$10,246

MeasureSQLVVUG

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield1.02%0.41%

5 years, per year+7.6%+11.1%

3 years, per year+17.9%+25.3%

Worst drop · 1Y−7.7%−16.1%

Volatility · 1Y15.7%18.2%

3–3measures won
level

0.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

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

Overlap: SQLV, VB, VUG

Today

4.1%most shared, SQLV and VB

SQLVVBVUG

SQLV—4.1%0.0%

VB4.1%—0.4%

VUG0.0%0.4%—

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

Income After Fees on $10,000

$122most kept, VB

VB$125 − $3 = $122

SQLV$102 − $60 = $42

VUG$41 − $3 = $38

KeptFee

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