SQLT vs VO

ASQLT

BVO

Measures won0–2VO wins · of 6 · 5Y

$10,000 · 5Y$13,809IJH · VO $13,809

Lowest cost0.03%VO · $3 on $10k

Most income12.24%JEPQ · $1,224 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.0%SQLT and VO

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7MVanguard Morningstar Mid-Cap ETF · $103B

[…]3 years · per year[…] · $16,605+18.4%

[…]5 years · per year[…] · $13,809+6.7%

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

0.48%12-mo yield$48 · $135 on $10k1.35%

Cards for this view

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

Vanguard Morningstar Mid-Cap

$13,809

MeasureSQLTVO

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield0.48%1.35%

5 years, per year[…]+6.7%

3 years, per year[…]+18.4%

Worst drop · 1Y[…]−8.2%

Volatility · 1Y[…]13.2%

#
1	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$125.5B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	−0.9%	+14.0%	+13.7%	+18.4%	+6.7%	−8.2%	$103.4B
3	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	−1.0%	new	new	new	new	[…]	$7M
4	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$41.8B

#
1	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$125.5B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	−0.9%	+14.0%	+13.7%	+18.4%	+6.7%	−8.2%	$103.4B
3	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	−1.0%	new	new	new	new	[…]	$7M
4	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$41.8B

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