IWM vs SQLV

AIWM

BSQLV

Measures won2–4SQLV wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · SQLV $14,141

Lowest cost0.03%VUG · $3 on $10k

Most income1.04%SQLV · $104 on $10k

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

Held in common12.7%IWM and SQLV

IWM

SQLV

iShares Russell 2000 ETF · $75.4BRoyce Quant Small-Cap Quality Value ETF · $39M

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

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

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

1.00%12-mo yield$100 · $104 on $10k1.04%

−11.1%Worst dropSmaller wins−7.7%

18.7%VolatilityLower wins16.5%

2–4SQLV wins

$10,000 · 5 yearsAll three, 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 6, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BSQLV	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
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$75.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BSQLV	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
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$75.4B

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

IWM vs SQLV

IWM

iShares Russell 2000

$12,766

SQLV

Royce Quant Small-Cap Quality Value

$14,141

MeasureIWMSQLV

Fee0.19%0.60%

Cost on $10k a year$19$60

Yield1.00%1.04%

5 years, per year+5.0%+7.2%

3 years, per year+19.6%+16.2%

Worst drop · 1Y−11.1%−7.7%

Volatility · 1Y18.7%16.5%

3–2measures won
SQLV first

12.7%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$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

Overlap: SQLV, IWM, VUG

Today

12.7%most shared, SQLV and IWM

SQLVIWMVUG

SQLV—12.7%0.0%

IWM12.7%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$81most kept, IWM

IWM$100 − $19 = $81

SQLV$104 − $60 = $44

VUG$42 − $3 = $39

KeptFee

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