SQLV vs VB

ASQLV

BVB

Measures won2–4VB wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF · SQLV $15,155

Lowest cost0.03%VB · $3 on $10k

Most income1.23%VB · $123 on $10k

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

Held in common4.1%SQLV and VB

SQLV

Royce Quant Small-Cap Quality Value ETF · $41MVanguard Morningstar Small-Cap ETF · $76.9B

+18.7%3 years · per year$16,710 · $17,489+20.5%

+8.7%5 years · per year$15,155 · $14,105+7.1%

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

0.99%12-mo yield$99 · $123 on $10k1.23%

−7.7%Worst dropSmaller wins−9.0%

16.0%VolatilityLower wins15.7%

2–4VB wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSQLV · VB

0.3%WTFC0.1%

0.8%SM0.1%

0.2%PLXS0.1%

0.8%QLYS0.1%

Held in common4.1%

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	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
3	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B
4	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.20%	+1.3%	+19.9%	+22.7%	+19.3%	+6.8%	−9.7%	$107.7B

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	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
3	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B
4	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.20%	+1.3%	+19.9%	+22.7%	+19.3%	+6.8%	−9.7%	$107.7B

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 VB

SQLV

Royce Quant Small-Cap Quality Value

$15,155

Vanguard Morningstar Small-Cap

$14,105

MeasureSQLVVB

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield0.99%1.23%

5 years, per year+8.7%+7.1%

3 years, per year+18.7%+20.5%

Worst drop · 1Y−7.7%−9.0%

Volatility · 1Y16.0%15.7%

4–2measures won
VB first

4.1%

holdings shared

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

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

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: SQLV, VB, IJR, IWF

Today

18.1%most shared, VB and IJR

SQLVVBIJRIWF

SQLV—4.1%15.7%0.0%

VB4.1%—18.1%4.0%

IJR15.7%18.1%—0.1%

IWF0.0%4.0%0.1%—

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

Income After Fees on $10,000

$120most kept, VB

VB$123 − $3 = $120

IJR$120 − $6 = $114

SQLV$99 − $60 = $39

IWF$37 − $18 = $19

KeptFee

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