SQLV vs IWM

ASQLV

BIWM

Measures won4–2SQLV wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · IWF $15,330

Lowest cost0.03%VUG · $3 on $10k

Most income1.03%SQLV · $103 on $10k

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

Held in common12.7%SQLV and IWM

SQLV

IWM

Royce Quant Small-Cap Quality Value ETF · $39MiShares Russell 2000 ETF · $75.4B

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

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

0.60%Expense ratio$60 · $19 on $10k · lower wins0.19%

1.03%12-mo yield$103 · $101 on $10k1.01%

−7.7%Worst dropSmaller wins−11.1%

16.5%VolatilityLower wins18.7%

4–2SQLV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSQLV · IWM

0.8%SM0.3%

0.8%QLYS0.3%

0.2%FTDR0.2%

0.5%LGND0.2%

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 Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.03%	−4.0%	+22.6%	+28.3%	+16.8%	+7.5%	−7.7%	$39M
4	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$75.4B

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

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.03%	−4.0%	+22.6%	+28.3%	+16.8%	+7.5%	−7.7%	$39M
4	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$75.4B

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

SQLV vs IWM

SQLV

Royce Quant Small-Cap Quality Value

$14,355

IWM

iShares Russell 2000

$12,637

MeasureSQLVIWM

Fee0.60%0.19%

Cost on $10k a year$60$19

Yield1.03%1.01%

5 years, per year+7.5%+4.8%

3 years, per year+16.8%+19.4%

Worst drop · 1Y−7.7%−11.1%

Volatility · 1Y16.5%18.7%

3–2measures won
SQLV first

12.7%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

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%

$75.4BAssets$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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IWM, SQLV, VUG, IWF

Today

78.0%most shared, VUG and IWF

IWMSQLVVUGIWF

IWM—12.7%0.0%0.0%

SQLV12.7%—0.0%0.0%

VUG0.0%0.0%—78.0%

IWF0.0%0.0%78.0%—

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

Income After Fees on $10,000

$82most kept, IWM

IWM$101 − $19 = $82

SQLV$103 − $60 = $43

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

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