SQLV vs IWF

ASQLV

BIWF

Measures won3–3level · of 6 · 3Y

$10,000 · 3Y$18,569VUG · IWF $17,207

Lowest cost0.03%VUG · $3 on $10k

Most income1.02%SQLV · $102 on $10k

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

Held in common0.0%SQLV and IWF

SQLV

IWF

Royce Quant Small-Cap Quality Value ETF · $39MiShares Russell 1000 Growth ETF · $115B

+16.2%3 years · per year$15,678 · $17,207+19.8%

+7.1%5 years · per year$14,089 · $15,892+9.7%

0.60%Expense ratio$60 · $18 on $10k · lower wins0.18%

1.02%12-mo yield$102 · $38 on $10k0.38%

−7.7%Worst dropSmaller wins−14.6%

16.6%VolatilityLower wins19.5%

3–3Level

$10,000 · 3 yearsAll four, one scale

Shared top holdingsSQLV · IWF

0.5%IRDM0.0%

0.9%HRB0.0%

1.0%KD0.0%

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 3 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

3Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	DFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$33.7B
4	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%	$39M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

3Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	DFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$33.7B
4	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%	$39M

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 IWF

SQLV

Royce Quant Small-Cap Quality Value

$15,678

IWF

iShares Russell 1000 Growth

$17,207

MeasureSQLVIWF

Fee0.60%0.18%

Cost on $10k a year$60$18

Yield1.02%0.38%

5 years, per year+7.1%+9.7%

3 years, per year+16.2%+19.8%

Worst drop · 1Y−7.7%−14.6%

Volatility · 1Y16.6%19.5%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 three years ago, dividends reinvested

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$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: SQLV, DFAS, VUG, IWF

Today

78.1%most shared, VUG and IWF

SQLVDFASVUGIWF

SQLV—10.2%0.0%0.0%

DFAS10.2%—0.0%1.4%

VUG0.0%0.0%—78.1%

IWF0.0%1.4%78.1%—

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

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

SQLV$102 − $60 = $42

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

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