SQLV vs IJR

ASQLV

BIJR

Measures won2–4IJR wins · of 6 · 5Y

$10,000 · 5Y$17,352QQQ · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income1.24%IJR · $124 on $10k

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

Held in common15.3%SQLV and IJR

SQLV

IJR

Royce Quant Small-Cap Quality Value ETF · $39MiShares Core S&P Small-Cap ETF · $104B

+16.8%3 years · per year$15,951 · $16,200+17.4%

+7.5%5 years · per year$14,355 · $13,136+5.6%

0.60%Expense ratio$60 · $6 on $10k · lower wins0.06%

1.03%12-mo yield$103 · $124 on $10k1.24%

−7.7%Worst dropSmaller wins−9.7%

16.5%VolatilityLower wins16.3%

2–4IJR wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSQLV · IJR

0.8%SM0.4%

0.5%LGND0.4%

0.3%CON0.3%

0.7%VSNT0.3%

Held in common15.3%

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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$469.3B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	ASQLV	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
4	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$103.7B

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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$469.3B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	ASQLV	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
4	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$103.7B

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

SQLV vs IJR

SQLV

Royce Quant Small-Cap Quality Value

$14,355

IJR

iShares Core S&P Small-Cap

$13,136

MeasureSQLVIJR

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield1.03%1.24%

5 years, per year+7.5%+5.6%

3 years, per year+16.8%+17.4%

Worst drop · 1Y−7.7%−9.7%

Volatility · 1Y16.5%16.3%

4–2measures won
IJR first

15.3%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+5.9%

QQQInvesco

+5.7%

+5.9%Year to date+5.7%

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

$107BAssets$469B

2–0QQQM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

Overlap: SQLV, IJR, IVV, QQQ

Today

52.8%most shared, IVV and QQQ

SQLVIJRIVVQQQ

SQLV—15.3%0.0%0.0%

IJR15.3%—0.0%0.0%

IVV0.0%0.0%—52.8%

QQQ0.0%0.0%52.8%—

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

IVV$114 − $3 = $111

SQLV$103 − $60 = $43

QQQ$48 − $18 = $30

KeptFee

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