SQLV vs VUG

ASQLV

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,763QQQ · SPY $18,060

Lowest cost0.03%VUG · $3 on $10k

Most income0.99%SPY · $99 on $10k

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

Held in common0.0%SQLV and VUG

SQLV

VUG

Royce Quant Small-Cap Quality Value ETF · $41MVanguard Morningstar Growth ETF · $233B

+18.7%3 years · per year$16,710 · $19,712+25.4%

+8.7%5 years · per year$15,155 · $17,153+11.4%

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

0.99%12-mo yield$99 · $40 on $10k0.40%

−7.7%Worst dropSmaller wins−16.1%

16.0%VolatilityLower wins18.2%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSQLV · VUG

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

Held in common0.0%

End-of-day Nov 4, 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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	+1.0%	+13.0%	+10.0%	+26.3%	+13.4%	−11.7%	$464.6B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
3	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
4	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$41M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	+1.0%	+13.0%	+10.0%	+26.3%	+13.4%	−11.7%	$464.6B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
3	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
4	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$41M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SQLV vs VUG

SQLV

Royce Quant Small-Cap Quality Value

$15,155

VUG

Vanguard Morningstar Growth

$17,153

MeasureSQLVVUG

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield0.99%0.40%

5 years, per year+8.7%+11.4%

3 years, per year+18.7%+25.4%

Worst drop · 1Y−7.7%−16.1%

Volatility · 1Y16.0%18.2%

3–3measures won
level

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+13.1%

QQQInvesco

+13.0%

+13.1%Year to date+13.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

Overlap: SQLV, SPY, QQQ, VUG

Today

60.8%most shared, QQQ and VUG

SQLVSPYQQQVUG

SQLV—0.0%0.0%0.0%

SPY0.0%—52.8%55.4%

QQQ0.0%52.8%—60.8%

VUG0.0%55.4%60.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

SQLV$99 − $60 = $39

VUG$40 − $3 = $37

QQQ$45 − $18 = $27

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee