SQLV vs VTV

ASQLV

BVTV

Measures won0–6VTV wins · of 6 · 5Y

$10,000 · 5Y$17,842VTV · IWF $16,499

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.0%SQLV and VTV

SQLV

VTV

Royce Quant Small-Cap Quality Value ETF · $40MVanguard Morningstar Value ETF · $184B

+17.9%3 years · per year$16,392 · $18,466+22.7%

+7.6%5 years · per year$14,436 · $17,842+12.3%

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

1.02%12-mo yield$102 · $183 on $10k1.83%

−7.7%Worst dropSmaller wins−6.4%

15.7%VolatilityLower wins10.1%

0–6VTV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSQLV · VTV

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

Held in common0.0%

End-of-day Nov 3, 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	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
3	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.02%	−1.0%	+24.0%	+28.7%	+17.9%	+7.6%	−7.7%	$40M

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

All Three

5Y3 funds

#
1	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
3	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.02%	−1.0%	+24.0%	+28.7%	+17.9%	+7.6%	−7.7%	$40M

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

Cards for this view

SQLV vs VTV

SQLV

Royce Quant Small-Cap Quality Value

$14,436

VTV

Vanguard Morningstar Value

$17,842

MeasureSQLVVTV

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield1.02%1.83%

5 years, per year+7.6%+12.3%

3 years, per year+17.9%+22.7%

Worst drop · 1Y−7.7%−6.4%

Volatility · 1Y15.7%10.1%

6–0measures won
VTV first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

Overlap: SQLV, IWF, VTV

Today

12.2%most shared, IWF and VTV

SQLVIWFVTV

SQLV—0.0%0.0%

IWF0.0%—12.2%

VTV0.0%12.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

SQLV$102 − $60 = $42

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee