SQLV vs IWF

ASQLV

BIWF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,060SPY · IWF $16,559

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 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 · $40MiShares Russell 1000 Growth ETF · $120B

+18.7%3 years · per year$16,710 · $18,310+22.3%

+8.7%5 years · per year$15,155 · $16,559+10.6%

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

0.99%12-mo yield$99 · $37 on $10k0.37%

−7.7%Worst dropSmaller wins−15.6%

16.0%VolatilityLower wins18.3%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSQLV · IWF

0.5%IRDM0.0%

0.9%HRB0.0%

0.8%KD0.0%

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 Three

5Y3 funds

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	BIWF	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

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	BIWF	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

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 IWF

SQLV

Royce Quant Small-Cap Quality Value

$15,155

IWF

iShares Russell 1000 Growth

$16,559

MeasureSQLVIWF

Fee0.60%0.18%

Cost on $10k a year$60$18

Yield0.99%0.37%

5 years, per year+8.7%+10.6%

3 years, per year+18.7%+22.3%

Worst drop · 1Y−7.7%−15.6%

Volatility · 1Y16.0%18.3%

3–3measures won
level

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: SQLV, IWF, SPY

Today

56.5%most shared, IWF and SPY

SQLVIWFSPY

SQLV—0.0%0.0%

IWF0.0%—56.5%

SPY0.0%56.5%—

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

SQLV$99 − $60 = $39

IWF$37 − $18 = $19

KeptFee

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