VO vs SQLV

AVO

BSQLV

Measures won4–2VO wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · SQLV $14,355

Lowest cost0.03%VUG · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−7.7%SQLV · worst fall in 1Y

Held in common0.0%VO and SQLV

SQLV

Vanguard Morningstar Mid-Cap ETF · $103BRoyce Quant Small-Cap Quality Value ETF · $39M

+18.9%3 years · per year$16,795 · $15,951+16.8%

+6.4%5 years · per year$13,616 · $14,355+7.5%

0.03%Expense ratio$3 · $60 on $10k · lower wins0.60%

1.39%12-mo yield$139 · $103 on $10k1.03%

−8.2%Worst dropSmaller wins−7.7%

12.9%VolatilityLower wins16.5%

4–2VO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVO · SQLV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.03%	−4.0%	+22.6%	+28.3%	+16.8%	+7.5%	−7.7%	$39M
3	DFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B
4	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.03%	−4.0%	+22.6%	+28.3%	+16.8%	+7.5%	−7.7%	$39M
3	DFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B
4	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

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

VO vs SQLV

Vanguard Morningstar Mid-Cap

$13,616

SQLV

Royce Quant Small-Cap Quality Value

$14,355

MeasureVOSQLV

Fee0.03%0.60%

Cost on $10k a year$3$60

Yield1.39%1.03%

5 years, per year+6.4%+7.5%

3 years, per year+18.9%+16.8%

Worst drop · 1Y−8.2%−7.7%

Volatility · 1Y12.9%16.5%

4–2measures won
VO first

0.0%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SQLV, DFAS, VUG, VO

Today

10.4%most shared, SQLV and DFAS

SQLVDFASVUGVO

SQLV—10.4%0.0%0.0%

DFAS10.4%—0.0%0.1%

VUG0.0%0.0%—10.2%

VO0.0%0.1%10.2%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFAS$104 − $30 = $74

SQLV$103 − $60 = $43

VUG$43 − $3 = $40

KeptFee

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