SQLV vs IJR

ASQLV

BIJR

Measures won2–4IJR wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VTI $16,697

Lowest cost0.03%IVV · $3 on $10k

Most income1.21%IJR · $121 on $10k

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

Held in common15.2%SQLV and IJR

SQLV

IJR

Royce Quant Small-Cap Quality Value ETF · $40MiShares Core S&P Small-Cap ETF · $107B

+16.2%3 years · per year$15,678 · $16,193+17.4%

+7.1%5 years · per year$14,089 · $13,254+5.8%

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

1.02%12-mo yield$102 · $121 on $10k1.21%

−7.7%Worst dropSmaller wins−9.7%

16.6%VolatilityLower wins16.4%

2–4IJR wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSQLV · IJR

0.6%SM0.4%

0.4%LGND0.4%

0.3%CON0.3%

0.7%VSNT0.3%

Held in common15.2%

End-of-day Nov 9, 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.02%	+2.1%	+23.7%	+29.4%	+16.2%	+7.1%	−7.7%	$40M
4	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$106.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.02%	+2.1%	+23.7%	+29.4%	+16.2%	+7.1%	−7.7%	$40M
4	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$106.7B

End-of-day Nov 9, 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

$14,089

IJR

iShares Core S&P Small-Cap

$13,254

MeasureSQLVIJR

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield1.02%1.21%

5 years, per year+7.1%+5.8%

3 years, per year+16.2%+17.4%

Worst drop · 1Y−7.7%−9.7%

Volatility · 1Y16.6%16.4%

4–2measures won
IJR first

15.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: SQLV, IVV, VTI, IJR

Today

86.0%most shared, IVV and VTI

SQLVIVVVTIIJR

SQLV—0.0%0.5%15.2%

IVV0.0%—86.0%0.0%

VTI0.5%86.0%—2.2%

IJR15.2%0.0%2.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

IVV$111 − $3 = $108

VTI$106 − $3 = $103

SQLV$102 − $60 = $42

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee