IVV vs SQLV

AIVV

BSQLV

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · VOO $17,543

Lowest cost0.03%IVV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.0%IVV and SQLV

IVV

SQLV

iShares Core S&P 500 ETF · $853BRoyce Quant Small-Cap Quality Value ETF · $39M

+21.8%3 years · per year$18,084 · $15,678+16.2%

+11.4%5 years · per year$17,177 · $14,089+7.1%

0.03%Expense ratio$3 · $60 on $10k · lower wins0.60%

1.14%12-mo yield$114 · $102 on $10k1.02%

−8.9%Worst dropSmaller wins−7.7%

13.6%VolatilityLower wins16.6%

5–1IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · SQLV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
4	BSQLV	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

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

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
4	BSQLV	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

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

IVV vs SQLV

IVV

iShares Core S&P 500

$17,177

SQLV

Royce Quant Small-Cap Quality Value

$14,089

MeasureIVVSQLV

Fee0.03%0.60%

Cost on $10k a year$3$60

Yield1.14%1.02%

5 years, per year+11.4%+7.1%

3 years, per year+21.8%+16.2%

Worst drop · 1Y−8.9%−7.7%

Volatility · 1Y13.6%16.6%

5–1measures won
IVV first

0.0%

holdings shared

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

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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: IVV, SQLV, VOO, VTV

Today

92.2%most shared, IVV and VOO

IVVSQLVVOOVTV

IVV—0.0%92.2%44.0%

SQLV0.0%—0.0%0.0%

VOO92.2%0.0%—41.1%

VTV44.0%0.0%41.1%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IVV$114 − $3 = $111

VOO$107 − $3 = $104

SQLV$102 − $60 = $42

KeptFee

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