SQLV vs VIG

ASQLV

BVIG

Measures won3–3level · of 6 · 1Y

$10,000 · 1Y$12,526SQLV · VIG $11,435

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

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

Held in common0.2%SQLV and VIG

SQLV

VIG

Royce Quant Small-Cap Quality Value ETF · $39MVanguard Dividend Appreciation ETF · $109B

+21.1%Year to dateJan 1 → Nov 6+12.1%

+25.3%1 yearTotal return+14.3%

0.60%Expense ratio$60 · $4 on $10k · lower wins0.04%

1.04%12-mo yield$104 · $150 on $10k1.50%

−7.7%Worst dropSmaller wins−7.9%

16.5%VolatilityLower wins10.8%

3–3Level

$10,000 · 1 yearOne scale

Shared top holdingsSQLV · VIG

0.3%WTFC0.0%

0.5%CBT0.0%

0.6%IBOC0.0%

0.2%BMI0.0%

Held in common0.2%

End-of-day Nov 6, 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%	1.04%	−1.2%	+21.1%	+25.3%	+16.2%	+7.2%	−7.7%	$39M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

End-of-day Nov 6, 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%	1.04%	−1.2%	+21.1%	+25.3%	+16.2%	+7.2%	−7.7%	$39M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SQLV vs VIG

SQLV

Royce Quant Small-Cap Quality Value

$12,526

VIG

Vanguard Dividend Appreciation

$11,435

MeasureSQLVVIG

Fee0.60%0.04%

Cost on $10k a year$60$4

Yield1.04%1.50%

5 years, per year+7.2%+10.2%

3 years, per year+16.2%+18.6%

Worst drop · 1Y−7.7%−7.9%

Volatility · 1Y16.5%10.8%

5–1measures won
VIG first

0.2%

holdings shared

Nov 6, 2026 · $10,000 one year ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SQLV, VIG

Today

0.2%most shared, SQLV and VIG

SQLVVIG

SQLV—0.2%

VIG0.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

SQLV$104 − $60 = $44

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee