VTV vs SQLV

AVTV

BSQLV

Measures won6–0VTV wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.0%VTV and SQLV

VTV

SQLV

Vanguard Morningstar Value ETF · $184BRoyce Quant Small-Cap Quality Value ETF · $40M

+21.0%3 years · per year$17,700 · $15,678+16.2%

+12.3%5 years · per year$17,865 · $14,089+7.1%

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

1.83%12-mo yield$183 · $102 on $10k1.02%

−6.4%Worst dropSmaller wins−7.7%

10.8%VolatilityLower wins16.6%

6–0VTV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVTV · SQLV

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

Held in common0.0%

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	AVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.02%	+2.1%	+23.7%	+29.4%	+16.2%	+7.1%	−7.7%	$40M
4	DFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B

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	AVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.02%	+2.1%	+23.7%	+29.4%	+16.2%	+7.1%	−7.7%	$40M
4	DFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B

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

VTV vs SQLV

VTV

Vanguard Morningstar Value

$17,865

SQLV

Royce Quant Small-Cap Quality Value

$14,089

MeasureVTVSQLV

Fee0.03%0.60%

Cost on $10k a year$3$60

Yield1.83%1.02%

5 years, per year+12.3%+7.1%

3 years, per year+21.0%+16.2%

Worst drop · 1Y−6.4%−7.7%

Volatility · 1Y10.8%16.6%

6–0measures won
VTV first

0.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

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

Overlap: SQLV, DFAS, VUG, VTV

Today

10.2%most shared, SQLV and DFAS

SQLVDFASVUGVTV

SQLV—10.2%0.0%0.0%

DFAS10.2%—0.0%0.1%

VUG0.0%0.0%—1.9%

VTV0.0%0.1%1.9%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

DFAS$100 − $30 = $70

SQLV$102 − $60 = $42

VUG$41 − $3 = $38

KeptFee

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