IJR vs SQLV

AIJR

BSQLV

Measures won4–2IJR wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · SQLV $14,141

Lowest cost0.03%VUG · $3 on $10k

Most income1.24%IJR · $124 on $10k

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

Held in common15.2%IJR and SQLV

IJR

SQLV

iShares Core S&P Small-Cap ETF · $104BRoyce Quant Small-Cap Quality Value ETF · $39M

+17.3%3 years · per year$16,147 · $15,694+16.2%

+5.7%5 years · per year$13,170 · $14,141+7.2%

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

1.24%12-mo yield$124 · $104 on $10k1.04%

−9.7%Worst dropSmaller wins−7.7%

16.2%VolatilityLower wins16.5%

4–2IJR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJR · SQLV

0.4%SM0.6%

0.3%LGND0.5%

0.3%CON0.3%

0.3%VSNT0.7%

Held in common15.2%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.04%	−1.2%	+21.1%	+25.3%	+16.2%	+7.2%	−7.7%	$39M
3	AIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.04%	−1.2%	+21.1%	+25.3%	+16.2%	+7.2%	−7.7%	$39M
3	AIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B

End-of-day Nov 6, 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

$13,170

SQLV

Royce Quant Small-Cap Quality Value

$14,141

MeasureIJRSQLV

Fee0.06%0.60%

Cost on $10k a year$6$60

Yield1.24%1.04%

5 years, per year+5.7%+7.2%

3 years, per year+17.3%+16.2%

Worst drop · 1Y−9.7%−7.7%

Volatility · 1Y16.2%16.5%

4–2measures won
IJR first

15.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IJR, SQLV, VUG

Today

15.2%most shared, IJR and SQLV

IJRSQLVVUG

IJR—15.2%0.0%

SQLV15.2%—0.0%

VUG0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

SQLV$104 − $60 = $44

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee