SQLV vs IVV

ASQLV

BIVV

Measures won3–3level · of 6 · 1Y

$10,000 · 1Y$12,942SQLV · IVV $11,358

Lowest cost0.03%VUG · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common0.0%SQLV and IVV

SQLV

IVV

Royce Quant Small-Cap Quality Value ETF · $40MiShares Core S&P 500 ETF · $875B

+23.7%Year to dateJan 1 → Nov 9+11.3%

+29.4%1 yearTotal return+13.6%

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

1.02%12-mo yield$102 · $111 on $10k1.11%

−7.7%Worst dropSmaller wins−8.9%

16.6%VolatilityLower wins13.8%

3–3Level

$10,000 · 1 yearAll three, one scale

Shared top holdingsSQLV · IVV

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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

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 IVV

SQLV

Royce Quant Small-Cap Quality Value

$12,942

IVV

iShares Core S&P 500

$11,358

MeasureSQLVIVV

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield1.02%1.11%

5 years, per year+7.1%+11.9%

3 years, per year+16.2%+22.0%

Worst drop · 1Y−7.7%−8.9%

Volatility · 1Y16.6%13.8%

5–1measures won
IVV first

0.0%

holdings shared

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

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: SQLV, VUG, IVV

Today

55.1%most shared, VUG and IVV

SQLVVUGIVV

SQLV—0.0%0.0%

VUG0.0%—55.1%

IVV0.0%55.1%—

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SQLV$102 − $60 = $42

VUG$41 − $3 = $38

KeptFee

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