VB vs SQLV

AVB

BSQLV

Measures won3–2VB wins · of 6 · 5Y

$10,000 · 5Y$16,902VUG · SQLV $14,436

Lowest cost0.03%VB · $3 on $10k

Most income1.25%VB · $125 on $10k

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

Held in common4.1%VB and SQLV

SQLV

Vanguard Morningstar Small-Cap ETF · $76.9BRoyce Quant Small-Cap Quality Value ETF · $40M

+20.3%3 years · per year$17,404 · $16,392+17.9%

+6.5%5 years · per year$13,687 · $14,436+7.6%

0.03%Expense ratio$3 · $60 on $10k · lower wins0.60%

1.25%12-mo yield$125 · $102 on $10k1.02%

−9.0%Worst dropSmaller wins−7.7%

15.7%VolatilityLower wins15.7%

3–2VB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVB · SQLV

0.1%WTFC0.3%

0.1%SM0.8%

0.1%PLXS0.2%

0.1%QLYS0.8%

Held in common4.1%

End-of-day Nov 3, 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%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.02%	−1.0%	+24.0%	+28.7%	+17.9%	+7.6%	−7.7%	$40M
3	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.25%	+0.2%	+14.4%	+16.2%	+20.3%	+6.5%	−9.0%	$76.9B

End-of-day Nov 3, 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%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.02%	−1.0%	+24.0%	+28.7%	+17.9%	+7.6%	−7.7%	$40M
3	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.25%	+0.2%	+14.4%	+16.2%	+20.3%	+6.5%	−9.0%	$76.9B

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

Cards for this view

VB vs SQLV

Vanguard Morningstar Small-Cap

$13,687

SQLV

Royce Quant Small-Cap Quality Value

$14,436

MeasureVBSQLV

Fee0.03%0.60%

Cost on $10k a year$3$60

Yield1.25%1.02%

5 years, per year+6.5%+7.6%

3 years, per year+20.3%+17.9%

Worst drop · 1Y−9.0%−7.7%

Volatility · 1Y15.7%15.7%

3–2measures won
VB first

4.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

Overlap: SQLV, VB, VUG

Today

4.1%most shared, SQLV and VB

SQLVVBVUG

SQLV—4.1%0.0%

VB4.1%—0.4%

VUG0.0%0.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$122most kept, VB

VB$125 − $3 = $122

SQLV$102 − $60 = $42

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee