IJR vs SQLV

AIJR

BSQLV

Measures won4–2IJR wins · of 6 · 5Y

$10,000 · 5Y$15,155SQLV · IJR $13,920

Lowest cost0.06%IJR · $6 on $10k

Most income1.20%IJR · $120 on $10k

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

Held in common15.7%IJR and SQLV

IJR

SQLV

iShares Core S&P Small-Cap ETF · $106BRoyce Quant Small-Cap Quality Value ETF · $40M

+19.3%3 years · per year$16,979 · $16,710+18.7%

+6.8%5 years · per year$13,920 · $15,155+8.7%

0.06%Expense ratio$6 · $60 on $10k · lower wins0.60%

1.20%12-mo yield$120 · $99 on $10k0.99%

−9.7%Worst dropSmaller wins−7.7%

15.8%VolatilityLower wins16.0%

4–2IJR wins

$10,000 · 5 yearsOne scale

Shared top holdingsIJR · SQLV

0.5%SM0.8%

0.4%LGND0.5%

0.3%INDV0.4%

0.3%CON0.3%

Held in common15.7%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk		0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$40M
2	AIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.20%	+1.3%	+19.9%	+22.7%	+19.3%	+6.8%	−9.7%	$106.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk		0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$40M
2	AIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.20%	+1.3%	+19.9%	+22.7%	+19.3%	+6.8%	−9.7%	$106.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IJR vs SQLV

IJR

iShares Core S&P Small-Cap

$13,920

SQLV

Royce Quant Small-Cap Quality Value

$15,155

MeasureIJRSQLV

Fee0.06%0.60%

Cost on $10k a year$6$60

Yield1.20%0.99%

5 years, per year+6.8%+8.7%

3 years, per year+19.3%+18.7%

Worst drop · 1Y−9.7%−7.7%

Volatility · 1Y15.8%16.0%

4–2measures won
IJR first

15.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IJR, SQLV

Today

15.7%most shared, IJR and SQLV

IJRSQLV

IJR—15.7%

SQLV15.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$114most kept, IJR

IJR$120 − $6 = $114

SQLV$99 − $60 = $39

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee