SQLT vs VB

ASQLT

BVB

Measures won0–2VB wins · of 6 · 5Y

$10,000 · 5Y$14,049IJH · VB $13,532

Lowest cost0.03%VB · $3 on $10k

Most income1.24%VB · $124 on $10k

Smallest drop−8.8%IJH · 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[…] · $16,782+18.8%

[…]5 years · per year[…] · $13,532+6.2%

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

0.48%12-mo yield$48 · $124 on $10k1.24%

[…]Worst dropSmaller wins−9.0%

[…]VolatilityLower wins16.4%

0–2VB wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSQLT · VB

0.8%THC0.3%

1.0%RGLD0.3%

0.8%WWD0.2%

0.8%SNX0.2%

Held in common26.8%

End-of-day Nov 9, 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	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$125.2B
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.24%	+3.1%	+15.3%	+19.2%	+18.8%	+6.2%	−9.0%	$76.9B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$106.7B
4	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	+2.8%	new	new	new	new	[…]	$7M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$125.2B
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.24%	+3.1%	+15.3%	+19.2%	+18.8%	+6.2%	−9.0%	$76.9B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$106.7B
4	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	+2.8%	new	new	new	new	[…]	$7M

End-of-day Nov 9, 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

$13,532

MeasureSQLTVB

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield0.48%1.24%

5 years, per year[…]+6.2%

3 years, per year[…]+18.8%

Worst drop · 1Y[…]−9.0%

Volatility · 1Y[…]16.4%

2–0measures won
VB first

26.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$77.9BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: SQLT, VB, IJR, IJH

Today

41.6%most shared, VB and IJH

SQLTVBIJRIJH

SQLT—26.8%26.8%39.1%

VB26.8%—18.1%41.6%

IJR26.8%18.1%—0.0%

IJH39.1%41.6%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, VB

VB$124 − $3 = $121

IJH$121 − $5 = $116

IJR$121 − $6 = $115

SQLT$48 − $20 = $28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee