SQLV vs IWM

ASQLV

BIWM

Measures won4–2SQLV wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · SQLV $15,155

Lowest cost0.03%VUG · $3 on $10k

Most income0.99%SQLV · $99 on $10k

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

Held in common12.8%SQLV and IWM

SQLV

IWM

Royce Quant Small-Cap Quality Value ETF · $41MiShares Russell 2000 ETF · $77.4B

+18.7%3 years · per year$16,710 · $18,002+21.6%

+8.7%5 years · per year$15,155 · $13,509+6.2%

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

0.99%12-mo yield$99 · $96 on $10k0.96%

−7.7%Worst dropSmaller wins−11.1%

16.0%VolatilityLower wins18.2%

4–2SQLV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSQLV · IWM

0.8%SM0.3%

0.8%QLYS0.3%

0.2%FTDR0.2%

0.5%LGND0.2%

Held in common12.8%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$41M
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B

End-of-day Nov 4, 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%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$41M
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B

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

SQLV vs IWM

SQLV

Royce Quant Small-Cap Quality Value

$15,155

IWM

iShares Russell 2000

$13,509

MeasureSQLVIWM

Fee0.60%0.19%

Cost on $10k a year$60$19

Yield0.99%0.96%

5 years, per year+8.7%+6.2%

3 years, per year+18.7%+21.6%

Worst drop · 1Y−7.7%−11.1%

Volatility · 1Y16.0%18.2%

3–2measures won
SQLV first

12.8%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: IWM, SQLV, VUG

Today

12.8%most shared, IWM and SQLV

IWMSQLVVUG

IWM—12.8%0.0%

SQLV12.8%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

SQLV$99 − $60 = $39

VUG$40 − $3 = $37

KeptFee

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