SQLT vs VTV

ASQLT

BVTV

Measures won0–2VTV wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV · IJH $14,620

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

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

Held in common0.0%SQLT and VTV

SQLT

VTV

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7MVanguard Morningstar Value ETF · $184B

[…]3 years · per year[…] · $18,551+22.9%

[…]5 years · per year[…] · $18,352+12.9%

0.20%Expense ratio$20 · $3 on $10k · lower wins0.03%

0.48%12-mo yield$48 · $180 on $10k1.80%

[…]Worst dropSmaller wins−6.4%

[…]VolatilityLower wins10.2%

0–2VTV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSQLT · VTV

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

Held in common0.0%

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	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B
3	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	+1.2%	new	new	new	new	[…]	$7M

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	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B
3	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	+1.2%	new	new	new	new	[…]	$7M

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

SQLT vs VTV

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

VTV

Vanguard Morningstar Value

$18,352

MeasureSQLTVTV

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield0.48%1.80%

5 years, per year[…]+12.9%

3 years, per year[…]+22.9%

Worst drop · 1Y[…]−6.4%

Volatility · 1Y[…]10.2%

2–0measures won
VTV first

0.0%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SQLT, IJH, VTV

Today

39.2%most shared, SQLT and IJH

SQLTIJHVTV

SQLT—39.2%0.0%

IJH39.2%—0.2%

VTV0.0%0.2%—

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

IJH$121 − $5 = $116

SQLT$48 − $20 = $28

KeptFee

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