SQLV vs IWM

ASQLV

BIWM

Measures won5–1SQLV wins · of 6 · YTD

$10,000 · YTD$12,260SQLV · IWM $11,083

Lowest cost0.19%IWM · $19 on $10k

Most income1.03%SQLV · $103 on $10k

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

Held in common12.7%SQLV and IWM

YTD

SQLV

IWM

Royce Quant Small-Cap Quality Value ETF · $41MiShares Russell 2000 ETF · $77.4B

+22.6%Year to dateJan 1 → Nov 5+10.8%

+28.3%1 yearTotal return+13.5%

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

1.03%12-mo yield$103 · $101 on $10k1.01%

−7.7%Worst dropSmaller wins−11.1%

16.5%VolatilityLower wins18.7%

5–1SQLV wins

$10,000 · since Jan 1One scale

Shared top holdingsSQLV · IWM

0.8%SM0.3%

0.8%QLYS0.3%

0.2%FTDR0.2%

0.5%LGND0.2%

Held in common12.7%

End-of-day Nov 5, 2026 · $10,000 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

YTD2 funds

#			Trend
1	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk		0.60%	1.03%	−4.0%	+22.6%	+28.3%	+16.8%	+7.5%	−7.7%	$41M
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B

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

Both

YTD2 funds

#			Trend
1	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk		0.60%	1.03%	−4.0%	+22.6%	+28.3%	+16.8%	+7.5%	−7.7%	$41M
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B

End-of-day Nov 5, 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

$12,826

IWM

iShares Russell 2000

$11,349

MeasureSQLVIWM

Fee0.60%0.19%

Cost on $10k a year$60$19

Yield1.03%1.01%

5 years, per year+7.5%+4.8%

3 years, per year+16.8%+19.4%

Worst drop · 1Y−7.7%−11.1%

Volatility · 1Y16.5%18.7%

3–2measures won
SQLV first

12.7%

holdings shared

Nov 5, 2026 · $10,000 one year ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SQLV, IWM

Today

12.7%most shared, SQLV and IWM

SQLVIWM

SQLV—12.7%

IWM12.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$82most kept, IWM

IWM$101 − $19 = $82

SQLV$103 − $60 = $43

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee