SQLT vs VB

ASQLT

BVB

Measures won0–2VB wins · of 6 · 5Y

$10,000 · 5Y$13,687VB

Lowest cost0.03%VB · $3 on $10k

Most income1.25%VB · $125 on $10k

Smallest drop−9.0%VB · worst fall in 1Y

Held in common26.8%SQLT and VB

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7MVanguard Morningstar Small-Cap ETF · $76.9B

[…]3 years · per year[…] · $17,404+20.3%

[…]5 years · per year[…] · $13,687+6.5%

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

0.48%12-mo yield$48 · $125 on $10k1.25%

[…]Worst dropSmaller wins−9.0%

[…]VolatilityLower wins15.7%

0–2VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsSQLT · VB

0.8%THC0.3%

0.8%RGLD0.3%

0.7%WWD0.2%

0.8%SNX0.2%

Held in common26.8%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.25%	+0.2%	+14.4%	+16.2%	+20.3%	+6.5%	−9.0%	$76.9B
2	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk		0.20%	0.48%	−0.3%	new	new	new	new	[…]	$7M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.25%	+0.2%	+14.4%	+16.2%	+20.3%	+6.5%	−9.0%	$76.9B
2	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk		0.20%	0.48%	−0.3%	new	new	new	new	[…]	$7M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SQLT vs VB

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

Vanguard Morningstar Small-Cap

$13,687

MeasureSQLTVB

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield0.48%1.25%

5 years, per year[…]+6.5%

3 years, per year[…]+20.3%

Worst drop · 1Y[…]−9.0%

Volatility · 1Y[…]15.7%

2–0measures won
VB first

26.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: SQLT, VB

Today

26.8%most shared, SQLT and VB

SQLTVB

SQLT—26.8%

VB26.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$122most kept, VB

VB$125 − $3 = $122

SQLT$48 − $20 = $28

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee