SQLV vs IWF

ASQLV

BIWF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,509QQQ · IWF $15,441

Lowest cost0.06%IJR · $6 on $10k

Most income1.24%IJR · $124 on $10k

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

Held in common0.0%SQLV and IWF

SQLV

IWF

Royce Quant Small-Cap Quality Value ETF · $39MiShares Russell 1000 Growth ETF · $113B

+16.2%3 years · per year$15,694 · $17,022+19.4%

+7.2%5 years · per year$14,141 · $15,442+9.1%

0.60%Expense ratio$60 · $18 on $10k · lower wins0.18%

1.04%12-mo yield$104 · $39 on $10k0.39%

−7.7%Worst dropSmaller wins−14.6%

16.5%VolatilityLower wins19.4%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSQLV · IWF

0.9%HRB0.0%

0.5%IRDM0.0%

1.0%KD0.0%

Held in common0.0%

End-of-day Nov 6, 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%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$469.3B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.04%	−1.2%	+21.1%	+25.3%	+16.2%	+7.2%	−7.7%	$39M
4	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B

End-of-day Nov 6, 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%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$469.3B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.04%	−1.2%	+21.1%	+25.3%	+16.2%	+7.2%	−7.7%	$39M
4	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SQLV vs IWF

SQLV

Royce Quant Small-Cap Quality Value

$14,141

IWF

iShares Russell 1000 Growth

$15,442

MeasureSQLVIWF

Fee0.60%0.18%

Cost on $10k a year$60$18

Yield1.04%0.39%

5 years, per year+7.2%+9.1%

3 years, per year+16.2%+19.4%

Worst drop · 1Y−7.7%−14.6%

Volatility · 1Y16.5%19.4%

3–3measures won
level

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

QQQM vs QQQ

YTD

InvescoQQQM

+7.2%

QQQInvesco

+7.2%

+7.2%Year to date+7.2%

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

$107BAssets$469B

1–0QQQM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

−0.3%

QQQInvesco

+7.2%

−0.3%Year to date+7.2%

0.94% · $94Fee · on $10k a year0.18% · $18

$27.1BAssets$469B

2–0QQQ wins

End-of-day Nov 6, 2026

Overlap: SQLV, IWF, QQQ, IJR

Today

57.7%most shared, IWF and QQQ

SQLVIWFQQQIJR

SQLV—0.0%0.0%15.2%

IWF0.0%—57.7%0.1%

QQQ0.0%57.7%—0.0%

IJR15.2%0.1%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

SQLV$104 − $60 = $44

QQQ$47 − $18 = $29

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee