SQLV vs VB

ASQLV

BVB

Measures won2–3VB wins · of 6 · 3Y

$10,000 · 3Y$19,673VUG · IWF $18,494

Lowest cost0.03%VB · $3 on $10k

Most income1.25%VB · $125 on $10k

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

Held in common4.1%SQLV and VB

SQLV

Royce Quant Small-Cap Quality Value ETF · $40MVanguard Morningstar Small-Cap ETF · $76.9B

+17.9%3 years · per year$16,392 · $17,404+20.3%

+7.6%5 years · per year$14,436 · $13,687+6.5%

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

1.02%12-mo yield$102 · $125 on $10k1.25%

−7.7%Worst dropSmaller wins−9.0%

15.7%VolatilityLower wins15.7%

2–3VB wins

$10,000 · 3 yearsAll four, one scale

Shared top holdingsSQLV · VB

0.3%WTFC0.1%

0.8%SM0.1%

0.2%PLXS0.1%

0.8%QLYS0.1%

Held in common4.1%

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 Four

3Y4 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	IWF	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	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.25%	+0.2%	+14.4%	+16.2%	+20.3%	+6.5%	−9.0%	$76.9B
4	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 Four

3Y4 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	IWF	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	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.25%	+0.2%	+14.4%	+16.2%	+20.3%	+6.5%	−9.0%	$76.9B
4	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 VB

SQLV

Royce Quant Small-Cap Quality Value

$16,392

Vanguard Morningstar Small-Cap

$17,404

MeasureSQLVVB

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield1.02%1.25%

5 years, per year+7.6%+6.5%

3 years, per year+17.9%+20.3%

Worst drop · 1Y−7.7%−9.0%

Volatility · 1Y15.7%15.7%

3–2measures won
VB first

4.1%

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

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

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

Overlap: SQLV, VB, VUG, IWF

Today

77.8%most shared, VUG and IWF

SQLVVBVUGIWF

SQLV—4.1%0.0%0.0%

VB4.1%—0.4%4.0%

VUG0.0%0.4%—77.8%

IWF0.0%4.0%77.8%—

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

Income After Fees on $10,000

$122most kept, VB

VB$125 − $3 = $122

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