SQLV vs IWM

ASQLV

BIWM

Measures won5–1SQLV wins · of 6 · YTD

$10,000 · YTD$12,365SQLV · IWM $11,554

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 common12.5%SQLV and IWM

YTD

SQLV

IWM

Royce Quant Small-Cap Quality Value ETF · $39MiShares Russell 2000 ETF · $76.6B

+23.7%Year to dateJan 1 → Nov 9+15.5%

+29.4%1 yearTotal return+18.7%

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%

5–1SQLV wins

$10,000 · since Jan 1All 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 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

YTD3 funds

#
1	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%	$39M
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	+3.2%	+15.5%	+18.7%	+19.8%	+5.1%	−11.1%	$76.6B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

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

All Three

YTD3 funds

#
1	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%	$39M
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	+3.2%	+15.5%	+18.7%	+19.8%	+5.1%	−11.1%	$76.6B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

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

$12,942

IWM

iShares Russell 2000

$11,873

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 one year ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$76.6BAssets$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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: SQLV, IWM, VUG

Today

12.5%most shared, SQLV and IWM

SQLVIWMVUG

SQLV—12.5%0.0%

IWM12.5%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$78most kept, IWM

IWM$97 − $19 = $78

SQLV$102 − $60 = $42

VUG$41 − $3 = $38

KeptFee

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