SQLV vs IWM

ASQLV

BIWM

Measures won4–2SQLV wins · of 6 · 5Y

$10,000 · 5Y$14,436SQLV · IWM $13,064

Lowest cost0.19%IWM · $19 on $10k

Most income1.02%SQLV · $102 on $10k

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

Held in common12.8%SQLV and IWM

SQLV

IWM

Royce Quant Small-Cap Quality Value ETF · $40MiShares Russell 2000 ETF · $75.8B

+17.9%3 years · per year$16,392 · $17,832+21.3%

+7.6%5 years · per year$14,436 · $13,064+5.5%

0.60%Expense ratio$60 · $19 on $10k · lower wins0.19%

1.02%12-mo yield$102 · $98 on $10k0.98%

−7.7%Worst dropSmaller wins−11.1%

15.7%VolatilityLower wins18.1%

4–2SQLV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSQLV · IWM

0.8%SM0.3%

0.8%QLYS0.3%

0.2%FTDR0.2%

0.5%LGND0.2%

Held in common12.8%

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

Both

5Y2 funds

#			Trend
1	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
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.98%	+0.2%	+14.4%	+14.8%	+21.3%	+5.5%	−11.1%	$75.8B

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

Both

5Y2 funds

#			Trend
1	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
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.98%	+0.2%	+14.4%	+14.8%	+21.3%	+5.5%	−11.1%	$75.8B

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 IWM

SQLV

Royce Quant Small-Cap Quality Value

$14,436

IWM

iShares Russell 2000

$13,064

MeasureSQLVIWM

Fee0.60%0.19%

Cost on $10k a year$60$19

Yield1.02%0.98%

5 years, per year+7.6%+5.5%

3 years, per year+17.9%+21.3%

Worst drop · 1Y−7.7%−11.1%

Volatility · 1Y15.7%18.1%

3–2measures won
SQLV first

12.8%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB 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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: SQLV, IWM

Today

12.8%most shared, SQLV and IWM

SQLVIWM

SQLV—12.8%

IWM12.8%—

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

Income After Fees on $10,000

$79most kept, IWM

IWM$98 − $19 = $79

SQLV$102 − $60 = $42

KeptFee

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