SQLV vs IWM

ASQLV

BIWM

Measures won4–2SQLV wins · of 6 · 3Y

$10,000 · 3Y$17,194IWM · VO $16,763

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

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

Held in common12.5%SQLV and IWM

SQLV

IWM

Royce Quant Small-Cap Quality Value ETF · $40MiShares Russell 2000 ETF · $77.9B

+16.2%3 years · per year$15,678 · $17,194+19.8%

+7.1%5 years · per year$14,089 · $12,845+5.1%

0.60%Expense ratio$60 · $19 on $10k · lower wins0.19%

1.02%12-mo yield$102 · $97 on $10k0.97%

−7.7%Worst dropSmaller wins−11.1%

16.6%VolatilityLower wins18.8%

4–2SQLV wins

$10,000 · 3 yearsAll three, one scale

Shared top holdingsSQLV · IWM

0.6%SM0.3%

0.2%FTDR0.2%

0.8%QLYS0.2%

0.4%LGND0.2%

Held in common12.5%

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 Three

3Y3 funds

#
1	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	+3.2%	+15.5%	+18.7%	+19.8%	+5.1%	−11.1%	$77.9B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	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

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

All Three

3Y3 funds

#
1	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	+3.2%	+15.5%	+18.7%	+19.8%	+5.1%	−11.1%	$77.9B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	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

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 IWM

SQLV

Royce Quant Small-Cap Quality Value

$15,678

IWM

iShares Russell 2000

$17,194

MeasureSQLVIWM

Fee0.60%0.19%

Cost on $10k a year$60$19

Yield1.02%0.97%

5 years, per year+7.1%+5.1%

3 years, per year+16.2%+19.8%

Worst drop · 1Y−7.7%−11.1%

Volatility · 1Y16.6%18.8%

3–2measures won
SQLV first

12.5%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$77.9BAssets$76.9B

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%

$122BAssets$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, IWM, VO

Today

12.5%most shared, SQLV and IWM

SQLVIWMVO

SQLV—12.5%0.0%

IWM12.5%—0.0%

VO0.0%0.0%—

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IWM$97 − $19 = $78

SQLV$102 − $60 = $42

KeptFee

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