SQLT vs VO

ASQLT

BVO

Measures won0–2VO wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · VO $14,290

Lowest cost0.03%VO · $3 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%SQLT and VO

SQLT

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

[…]3 years · per year[…] · $17,578+20.7%

[…]5 years · per year[…] · $14,290+7.4%

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

0.48%12-mo yield$48 · $134 on $10k1.34%

[…]Worst dropSmaller wins−8.2%

[…]VolatilityLower wins12.4%

0–2VO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSQLT · VO

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 Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.20%	+1.3%	+19.9%	+22.7%	+19.3%	+6.8%	−9.7%	$107.7B
4	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 Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.20%	+1.3%	+19.9%	+22.7%	+19.3%	+6.8%	−9.7%	$107.7B
4	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 VO

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

Vanguard Morningstar Mid-Cap

$14,290

MeasureSQLTVO

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield0.48%1.34%

5 years, per year[…]+7.4%

3 years, per year[…]+20.7%

Worst drop · 1Y[…]−8.2%

Volatility · 1Y[…]12.4%

2–0measures won
VO first

0.0%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SQLT, SCHD, VO, IJR

Today

26.8%most shared, SQLT and IJR

SQLTSCHDVOIJR

SQLT—2.7%0.0%26.8%

SCHD2.7%—6.9%1.2%

VO0.0%6.9%—0.0%

IJR26.8%1.2%0.0%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VO$134 − $3 = $131

IJR$120 − $6 = $114

SQLT$48 − $20 = $28

KeptFee

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