SQLV vs VIG

ASQLV

BVIG

Measures won1–5VIG wins · of 6 · 3Y

$10,000 · 3Y$17,123SCHD · VIG $16,775

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.2%SQLV and VIG

SQLV

VIG

Royce Quant Small-Cap Quality Value ETF · $40MVanguard Dividend Appreciation ETF · $109B

+16.2%3 years · per year$15,678 · $16,775+18.8%

+7.1%5 years · per year$14,089 · $16,638+10.7%

0.60%Expense ratio$60 · $4 on $10k · lower wins0.04%

1.02%12-mo yield$102 · $146 on $10k1.46%

−7.7%Worst dropSmaller wins−7.9%

16.6%VolatilityLower wins11.0%

1–5VIG wins

$10,000 · 3 yearsAll three, one scale

Shared top holdingsSQLV · VIG

0.3%WTFC0.0%

0.5%CBT0.0%

0.6%IBOC0.0%

0.2%BMI0.0%

Held in common0.2%

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
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 VIG

SQLV

Royce Quant Small-Cap Quality Value

$15,678

VIG

Vanguard Dividend Appreciation

$16,776

MeasureSQLVVIG

Fee0.60%0.04%

Cost on $10k a year$60$4

Yield1.02%1.46%

5 years, per year+7.1%+10.7%

3 years, per year+16.2%+18.8%

Worst drop · 1Y−7.7%−7.9%

Volatility · 1Y16.6%11.0%

5–1measures won
VIG first

0.2%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO 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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SQLV, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

SQLVVIGSCHD

SQLV—0.2%0.5%

VIG0.2%—14.5%

SCHD0.5%14.5%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

SQLV$102 − $60 = $42

KeptFee

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