SQLT vs VB

ASQLT

BVB

Measures won0–2VB wins · of 6 · 3Y

$10,000 · 3Y$16,641VB

Lowest cost0.03%VB · $3 on $10k

Most income1.28%VB · $129 on $10k

Smallest drop−9.0%VB · worst fall in 1Y

Held in common26.8%SQLT and VB

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7MVanguard Morningstar Small-Cap ETF · $76.9B

[…]3 years · per year[…] · $16,641+18.5%

[…]5 years · per year[…] · $13,310+5.9%

0.20%Expense ratio$20 · $3 on $10k · lower wins0.03%

0.49%12-mo yield$49 · $129 on $10k1.28%

[…]Worst dropSmaller wins−9.0%

[…]VolatilityLower wins16.2%

0–2VB wins

$10,000 · 3 yearsOne scale

Shared top holdingsSQLT · VB

0.8%THC0.3%

0.9%RGLD0.3%

0.8%WWD0.2%

0.8%SNX0.2%

Held in common26.8%

End-of-day Nov 5, 2026 · $10,000 3 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

3Y2 funds

#			Trend
1	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
2	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk		0.20%	0.49%	−3.7%	new	new	new	new	[…]	$7M

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

Both

3Y2 funds

#			Trend
1	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
2	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk		0.20%	0.49%	−3.7%	new	new	new	new	[…]	$7M

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

SQLT vs VB

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

Vanguard Morningstar Small-Cap

$16,641

MeasureSQLTVB

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield0.49%1.28%

5 years, per year[…]+5.9%

3 years, per year[…]+18.5%

Worst drop · 1Y[…]−9.0%

Volatility · 1Y[…]16.2%

2–0measures won
VB first

26.8%

holdings shared

Nov 5, 2026 · $10,000 three years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SQLT, VB

Today

26.8%most shared, SQLT and VB

SQLTVB

SQLT—26.8%

VB26.8%—

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

SQLT$49 − $20 = $29

KeptFee

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