SQLV vs VTV

ASQLV

BVTV

Measures won0–6VTV wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · SQLV $14,355

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

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

Held in common0.0%SQLV and VTV

SQLV

VTV

Royce Quant Small-Cap Quality Value ETF · $41MVanguard Morningstar Value ETF · $184B

+16.8%3 years · per year$15,951 · $17,832+21.3%

+7.5%5 years · per year$14,355 · $17,626+12.0%

0.60%Expense ratio$60 · $3 on $10k · lower wins0.03%

1.03%12-mo yield$103 · $186 on $10k1.86%

−7.7%Worst dropSmaller wins−6.4%

16.5%VolatilityLower wins10.7%

0–6VTV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSQLV · VTV

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 Three

5Y3 funds

#
1	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	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%	$41M
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$107.7B

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

All Three

5Y3 funds

#
1	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	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%	$41M
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$107.7B

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 VTV

SQLV

Royce Quant Small-Cap Quality Value

$14,355

VTV

Vanguard Morningstar Value

$17,626

MeasureSQLVVTV

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield1.03%1.86%

5 years, per year+7.5%+12.0%

3 years, per year+16.8%+21.3%

Worst drop · 1Y−7.7%−6.4%

Volatility · 1Y16.5%10.7%

6–0measures won
VTV first

0.0%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SQLV, IJR, VTV

Today

15.3%most shared, SQLV and IJR

SQLVIJRVTV

SQLV—15.3%0.0%

IJR15.3%—0.0%

VTV0.0%0.0%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

IJR$124 − $6 = $118

SQLV$103 − $60 = $43

KeptFee

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