SQLV vs IJH

ASQLV

BIJH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,115VOO · VUG $17,153

Lowest cost0.03%VOO · $3 on $10k

Most income1.21%IJH · $121 on $10k

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

Held in common2.6%SQLV and IJH

SQLV

IJH

Royce Quant Small-Cap Quality Value ETF · $41MiShares Core S&P Mid-Cap ETF · $125B

+18.7%3 years · per year$16,710 · $16,594+18.4%

+8.7%5 years · per year$15,155 · $14,620+7.9%

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

0.99%12-mo yield$99 · $121 on $10k1.21%

−7.7%Worst dropSmaller wins−8.8%

16.0%VolatilityLower wins15.0%

3–3Level

$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 common2.6%

End-of-day Nov 4, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$41M
4	BIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$41M
4	BIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B

End-of-day Nov 4, 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

$15,155

IJH

iShares Core S&P Mid-Cap

$14,620

MeasureSQLVIJH

Fee0.60%0.05%

Cost on $10k a year$60$5

Yield0.99%1.21%

5 years, per year+8.7%+7.9%

3 years, per year+18.7%+18.4%

Worst drop · 1Y−7.7%−8.8%

Volatility · 1Y16.0%15.0%

3–3measures won
level

2.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

Overlap: SQLV, IJH, VOO, VUG

Today

58.2%most shared, VOO and VUG

SQLVIJHVOOVUG

SQLV—2.6%0.0%0.0%

IJH2.6%—0.1%0.0%

VOO0.0%0.1%—58.2%

VUG0.0%0.0%58.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

VOO$105 − $3 = $102

SQLV$99 − $60 = $39

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee