SQLV vs IVV

ASQLV

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · IWF $16,559

Lowest cost0.03%IVV · $3 on $10k

Most income1.34%VO · $134 on $10k

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

Held in common0.0%SQLV and IVV

SQLV

IVV

Royce Quant Small-Cap Quality Value ETF · $40MiShares Core S&P 500 ETF · $872B

+18.7%3 years · per year$16,710 · $19,178+24.2%

+8.7%5 years · per year$15,155 · $18,118+12.6%

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

0.99%12-mo yield$99 · $109 on $10k1.09%

−7.7%Worst dropSmaller wins−8.9%

16.0%VolatilityLower wins12.9%

1–5IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSQLV · IVV

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

Held in common0.0%

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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$872.0B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B
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%	$40M
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B

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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$872.0B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B
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%	$40M
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B

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 IVV

SQLV

Royce Quant Small-Cap Quality Value

$15,155

IVV

iShares Core S&P 500

$18,118

MeasureSQLVIVV

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield0.99%1.09%

5 years, per year+8.7%+12.6%

3 years, per year+18.7%+24.2%

Worst drop · 1Y−7.7%−8.9%

Volatility · 1Y16.0%12.9%

5–1measures won
IVV first

0.0%

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%

$185BAssets$798B

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$61.1B

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$872B

0–0level

End-of-day Nov 4, 2026

Overlap: SQLV, IVV, VO, IWF

Today

56.5%most shared, IVV and IWF

SQLVIVVVOIWF

SQLV—0.0%0.0%0.0%

IVV0.0%—16.1%56.5%

VO0.0%16.1%—9.3%

IWF0.0%56.5%9.3%—

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

IVV$109 − $3 = $106

SQLV$99 − $60 = $39

IWF$37 − $18 = $19

KeptFee

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