SQLV vs IWM

ASQLV

BIWM

Measures won4–2SQLV wins · of 6 · 5Y

$10,000 · 5Y$14,141SQLV · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.25%IJH · $125 on $10k

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

Held in common12.7%SQLV and IWM

SQLV

IWM

Royce Quant Small-Cap Quality Value ETF · $39MiShares Russell 2000 ETF · $76.6B

+16.2%3 years · per year$15,694 · $17,100+19.6%

+7.2%5 years · per year$14,141 · $12,766+5.0%

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

1.04%12-mo yield$104 · $100 on $10k1.00%

−7.7%Worst dropSmaller wins−11.1%

16.5%VolatilityLower wins18.7%

4–2SQLV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSQLV · IWM

0.6%SM0.3%

0.8%QLYS0.2%

0.2%FTDR0.2%

0.5%LGND0.2%

Held in common12.7%

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	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
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
3	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%	$103.8B
4	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B

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	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
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
3	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%	$103.8B
4	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B

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 IWM

SQLV

Royce Quant Small-Cap Quality Value

$14,141

IWM

iShares Russell 2000

$12,766

MeasureSQLVIWM

Fee0.60%0.19%

Cost on $10k a year$60$19

Yield1.04%1.00%

5 years, per year+7.2%+5.0%

3 years, per year+16.2%+19.6%

Worst drop · 1Y−7.7%−11.1%

Volatility · 1Y16.5%18.7%

3–2measures won
SQLV first

12.7%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SQLV, IWM, IJR, IJH

Today

48.3%most shared, IWM and IJR

SQLVIWMIJRIJH

SQLV—12.7%15.2%2.7%

IWM12.7%—48.3%12.9%

IJR15.2%48.3%—0.0%

IJH2.7%12.9%0.0%—

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

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

IJR$124 − $6 = $118

IWM$100 − $19 = $81

SQLV$104 − $60 = $44

KeptFee

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