IWM vs SQLV

AIWM

BSQLV

Measures won2–4SQLV wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · SQLV $14,355

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

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

Held in common12.7%IWM and SQLV

IWM

SQLV

iShares Russell 2000 ETF · $77.4BRoyce Quant Small-Cap Quality Value ETF · $41M

+19.4%3 years · per year$17,029 · $15,951+16.8%

+4.8%5 years · per year$12,637 · $14,355+7.5%

0.19%Expense ratio$19 · $60 on $10k · lower wins0.60%

1.01%12-mo yield$101 · $103 on $10k1.03%

−11.1%Worst dropSmaller wins−7.7%

18.7%VolatilityLower wins16.5%

2–4SQLV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWM · SQLV

0.3%SM0.8%

0.3%QLYS0.8%

0.2%FTDR0.2%

0.2%LGND0.5%

Held in common12.7%

End-of-day Nov 5, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BSQLV	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
3	AIWM	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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BSQLV	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
3	AIWM	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

IWM vs SQLV

IWM

iShares Russell 2000

$12,637

SQLV

Royce Quant Small-Cap Quality Value

$14,355

MeasureIWMSQLV

Fee0.19%0.60%

Cost on $10k a year$19$60

Yield1.01%1.03%

5 years, per year+4.8%+7.5%

3 years, per year+19.4%+16.8%

Worst drop · 1Y−11.1%−7.7%

Volatility · 1Y18.7%16.5%

3–2measures won
SQLV first

12.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

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

Overlap: IWM, SQLV, VTV

Today

12.7%most shared, IWM and SQLV

IWMSQLVVTV

IWM—12.7%0.0%

SQLV12.7%—0.0%

VTV0.0%0.0%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

IWM$101 − $19 = $82

SQLV$103 − $60 = $43

KeptFee

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