SQLV vs IJH

ASQLV

BIJH

Measures won2–4IJH wins · of 6 · 5Y

$10,000 · 5Y$18,068QQQ · SQLV $14,089

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

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

Held in common2.7%SQLV and IJH

SQLV

IJH

Royce Quant Small-Cap Quality Value ETF · $40MiShares Core S&P Mid-Cap ETF · $125B

+16.2%3 years · per year$15,678 · $15,960+16.9%

+7.1%5 years · per year$14,089 · $14,049+7.0%

0.60%Expense ratio$60 · $5 on $10k · lower wins0.05%

1.02%12-mo yield$102 · $121 on $10k1.21%

−7.7%Worst dropSmaller wins−8.8%

16.6%VolatilityLower wins15.8%

2–4IJH wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSQLV · IJH

0.3%WTFC0.3%

0.8%QLYS0.2%

0.9%HRB0.2%

0.3%ST0.2%

Held in common2.7%

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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	ASQLV	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
3	BIJH	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
4	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

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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	ASQLV	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
3	BIJH	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
4	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

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

SQLV vs IJH

SQLV

Royce Quant Small-Cap Quality Value

$14,089

IJH

iShares Core S&P Mid-Cap

$14,049

MeasureSQLVIJH

Fee0.60%0.05%

Cost on $10k a year$60$5

Yield1.02%1.21%

5 years, per year+7.1%+7.0%

3 years, per year+16.2%+16.9%

Worst drop · 1Y−7.7%−8.8%

Volatility · 1Y16.6%15.8%

4–2measures won
IJH first

2.7%

holdings shared

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

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+9.9%

QQQInvesco

+11.0%

+9.9%Year to date+11.0%

0.94% · $94Fee · on $10k a year0.18% · $18

$32.1BAssets$446B

2–0QQQ 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, IJH, QQQ, VO

Today

9.2%most shared, QQQ and VO

SQLVIJHQQQVO

SQLV—2.7%0.0%0.0%

IJH2.7%—0.0%0.2%

QQQ0.0%0.0%—9.2%

VO0.0%0.2%9.2%—

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IJH$121 − $5 = $116

SQLV$102 − $60 = $42

QQQ$46 − $18 = $28

KeptFee

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