SQLT vs VIG

ASQLT

BVIG

Measures won0–2VIG wins · of 6 · 5Y

$10,000 · 5Y$16,596VIG · IJH $13,809

Lowest cost0.04%VIG · $4 on $10k

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

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common2.2%SQLT and VIG

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,806+18.9%

[…]5 years · per year[…] · $16,596+10.7%

0.20%Expense ratio$20 · $4 on $10k · lower wins0.04%

0.48%12-mo yield$48 · $145 on $10k1.45%

Cards for this view

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

VIG

Vanguard Dividend Appreciation

$16,596

MeasureSQLTVIG

Fee0.20%0.04%

Cost on $10k a year$20$4

Yield0.48%1.45%

5 years, per year[…]+10.7%

3 years, per year[…]+18.9%

Worst drop · 1Y[…]−7.9%

Volatility · 1Y[…]11.0%

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
2	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
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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
2	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
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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