SQLT vs VBR

ASQLT

BVBR

Measures won0–2VBR wins · of 6 · 5Y

$10,000 · 5Y$15,273VBR · VO $13,867

Lowest cost0.03%VO · $3 on $10k

Most income1.78%VBR · $178 on $10k

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

Held in common28.4%SQLT and VBR

SQLT

VBR

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7MVanguard Morningstar Small-Cap Value ETF · $35.1B

[…]3 years · per year[…] · $16,888+19.1%

[…]5 years · per year[…] · $15,273+8.8%

0.20%Expense ratio$20 · $5 on $10k · lower wins0.05%

0.48%12-mo yield$48 · $178 on $10k1.78%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins14.4%

0–2VBR wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSQLT · VBR

0.8%THC0.5%

0.8%SNX0.4%

0.7%ZBRA0.4%

0.7%RVTY0.4%

Held in common28.4%

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	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk	0.05%	1.78%	+2.6%	+18.9%	+24.0%	+19.1%	+8.8%	−8.9%	$35.1B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
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%	$103.8B
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	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk	0.05%	1.78%	+2.6%	+18.9%	+24.0%	+19.1%	+8.8%	−8.9%	$35.1B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
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%	$103.8B
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 VBR

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

VBR

Vanguard Morningstar Small-Cap Value

$15,273

MeasureSQLTVBR

Fee0.20%0.05%

Cost on $10k a year$20$5

Yield0.48%1.78%

5 years, per year[…]+8.8%

3 years, per year[…]+19.1%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]14.4%

2–0measures won
VBR first

28.4%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SQLT, VBR, IJR, VO

Today

28.4%most shared, SQLT and VBR

SQLTVBRIJRVO

SQLT—28.4%26.8%0.0%

VBR28.4%—20.8%1.7%

IJR26.8%20.8%—0.0%

VO0.0%1.7%0.0%—

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

Income After Fees on $10,000

$173most kept, VBR

VBR$178 − $5 = $173

VO$135 − $3 = $132

IJR$121 − $6 = $115

SQLT$48 − $20 = $28

KeptFee

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