IWM vs SQLV

AIWM

BSQLV

Measures won2–4SQLV wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · IWF $15,441

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 common12.7%IWM and SQLV

IWM

SQLV

iShares Russell 2000 ETF · $76.6BRoyce Quant Small-Cap Quality Value ETF · $39M

+19.8%3 years · per year$17,192 · $15,678+16.2%

+5.1%5 years · per year$12,844 · $14,089+7.1%

0.19%Expense ratio$19 · $60 on $10k · lower wins0.60%

0.97%12-mo yield$97 · $102 on $10k1.02%

−11.1%Worst dropSmaller wins−7.7%

18.8%VolatilityLower wins16.6%

2–4SQLV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIWM · SQLV

0.3%SM0.6%

0.2%QLYS0.8%

0.2%FTDR0.2%

0.2%LGND0.5%

Held in common12.7%

End-of-day Nov 9, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.02%	+2.1%	+23.7%	+29.4%	+16.2%	+7.1%	−7.7%	$39M
4	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	+3.2%	+15.5%	+18.7%	+19.8%	+5.1%	−11.1%	$76.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.02%	+2.1%	+23.7%	+29.4%	+16.2%	+7.1%	−7.7%	$39M
4	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	+3.2%	+15.5%	+18.7%	+19.8%	+5.1%	−11.1%	$76.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWM vs SQLV

IWM

iShares Russell 2000

$12,844

SQLV

Royce Quant Small-Cap Quality Value

$14,089

MeasureIWMSQLV

Fee0.19%0.60%

Cost on $10k a year$19$60

Yield0.97%1.02%

5 years, per year+5.1%+7.1%

3 years, per year+19.8%+16.2%

Worst drop · 1Y−11.1%−7.7%

Volatility · 1Y18.8%16.6%

3–2measures won
SQLV first

12.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

Overlap: SQLV, IWM, IWF, VTV

Today

12.7%most shared, SQLV and IWM

SQLVIWMIWFVTV

SQLV—12.7%0.0%0.0%

IWM12.7%—0.0%0.0%

IWF0.0%0.0%—11.8%

VTV0.0%0.0%11.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IWM$97 − $19 = $78

SQLV$102 − $60 = $42

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee