VOO vs SQLV

AVOO

BSQLV

Measures won5–1VOO wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common0.0%VOO and SQLV

VOO

SQLV

Vanguard S&P 500 ETF · $1.00TRoyce Quant Small-Cap Quality Value ETF · $39M

+22.1%3 years · per year$18,224 · $15,951+16.8%

+11.4%5 years · per year$17,156 · $14,355+7.5%

0.03%Expense ratio$3 · $60 on $10k · lower wins0.60%

1.10%12-mo yield$110 · $103 on $10k1.03%

−8.9%Worst dropSmaller wins−7.7%

13.5%VolatilityLower wins16.5%

5–1VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVOO · SQLV

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	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
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	BSQLV	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

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	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
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	BSQLV	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

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

VOO vs SQLV

VOO

Vanguard S&P 500

$17,156

SQLV

Royce Quant Small-Cap Quality Value

$14,355

MeasureVOOSQLV

Fee0.03%0.60%

Cost on $10k a year$3$60

Yield1.10%1.03%

5 years, per year+11.4%+7.5%

3 years, per year+22.1%+16.8%

Worst drop · 1Y−8.9%−7.7%

Volatility · 1Y13.5%16.5%

5–1measures won
VOO first

0.0%

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SQLV, IVV, VOO

Today

93.5%most shared, IVV and VOO

SQLVIVVVOO

SQLV—0.0%0.0%

IVV0.0%—93.5%

VOO0.0%93.5%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

SQLV$103 − $60 = $43

KeptFee

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