SQLV vs IWF

ASQLV

BIWF

Measures won3–3level · of 6 · 3Y

$10,000 · 3Y$19,673VUG · IWF $18,494

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 · $40MiShares Russell 1000 Growth ETF · $120B

+17.9%3 years · per year$16,392 · $18,494+22.7%

+7.6%5 years · per year$14,436 · $16,499+10.5%

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

1.02%12-mo yield$102 · $37 on $10k0.37%

−7.7%Worst dropSmaller wins−15.6%

15.7%VolatilityLower wins18.3%

3–3Level

$10,000 · 3 yearsAll three, one scale

Shared top holdingsSQLV · IWF

0.5%IRDM0.0%

0.8%HRB0.0%

0.8%KD0.0%

Held in common0.0%

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

All Three

3Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
3	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

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

All Three

3Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
3	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

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 IWF

SQLV

Royce Quant Small-Cap Quality Value

$16,392

IWF

iShares Russell 1000 Growth

$18,495

MeasureSQLVIWF

Fee0.60%0.18%

Cost on $10k a year$60$18

Yield1.02%0.37%

5 years, per year+7.6%+10.5%

3 years, per year+17.9%+22.7%

Worst drop · 1Y−7.7%−15.6%

Volatility · 1Y15.7%18.3%

3–3measures won
level

0.0%

holdings shared

Nov 3, 2026 · $10,000 three years 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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: SQLV, IWF, VUG

Today

77.8%most shared, IWF and VUG

SQLVIWFVUG

SQLV—0.0%0.0%

IWF0.0%—77.8%

VUG0.0%77.8%—

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

Income After Fees on $10,000

$42most kept, SQLV

SQLV$102 − $60 = $42

VUG$41 − $3 = $38

IWF$37 − $18 = $19

KeptFee

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