SQLT vs VBR

ASQLT

BVBR

Measures won0–2VBR wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · IWF $15,330

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

Smallest drop−6.4%VTV · 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[…] · $16,965+19.3%

[…]5 years · per year[…] · $15,143+8.7%

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

0.49%12-mo yield$49 · $183 on $10k1.83%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins14.3%

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 5, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk	0.05%	1.83%	−2.9%	+15.9%	+20.7%	+19.3%	+8.7%	−8.9%	$35.1B
4	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.49%	−3.7%	new	new	new	new	[…]	$7M

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

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk	0.05%	1.83%	−2.9%	+15.9%	+20.7%	+19.3%	+8.7%	−8.9%	$35.1B
4	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.49%	−3.7%	new	new	new	new	[…]	$7M

End-of-day Nov 5, 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

$15,143

MeasureSQLTVBR

Fee0.20%0.05%

Cost on $10k a year$20$5

Yield0.49%1.83%

5 years, per year[…]+8.7%

3 years, per year[…]+19.3%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]14.3%

2–0measures won
VBR first

28.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: SQLT, VBR, IWF, VTV

Today

28.4%most shared, SQLT and VBR

SQLTVBRIWFVTV

SQLT—28.4%0.6%0.0%

VBR28.4%—0.7%0.7%

IWF0.6%0.7%—11.9%

VTV0.0%0.7%11.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

VBR$183 − $5 = $178

SQLT$49 − $20 = $29

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee