SQLV vs VBR

ASQLV

BVBR

Measures won1–5VBR wins · of 6 · 5Y

$10,000 · 5Y$15,249VBR · SQLV $14,436

Lowest cost0.05%VBR · $5 on $10k

Most income1.80%VBR · $180 on $10k

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

Held in common5.4%SQLV and VBR

SQLV

VBR

Royce Quant Small-Cap Quality Value ETF · $40MVanguard Morningstar Small-Cap Value ETF · $35.1B

+17.9%3 years · per year$16,392 · $17,478+20.5%

+7.6%5 years · per year$14,436 · $15,249+8.8%

0.60%Expense ratio$60 · $5 on $10k · lower wins0.05%

1.02%12-mo yield$102 · $180 on $10k1.80%

−7.7%Worst dropSmaller wins−8.9%

15.7%VolatilityLower wins13.9%

1–5VBR wins

$10,000 · 5 yearsOne scale

Shared top holdingsSQLV · VBR

0.3%WTFC0.2%

0.8%SM0.2%

0.2%PLXS0.2%

0.3%ST0.1%

Held in common5.4%

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

Both

5Y2 funds

#			Trend
1	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.80%	−0.4%	+17.4%	+21.0%	+20.5%	+8.8%	−8.9%	$35.1B
2	ASQLV	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

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

Both

5Y2 funds

#			Trend
1	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.80%	−0.4%	+17.4%	+21.0%	+20.5%	+8.8%	−8.9%	$35.1B
2	ASQLV	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

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

SQLV vs VBR

SQLV

Royce Quant Small-Cap Quality Value

$14,436

VBR

Vanguard Morningstar Small-Cap Value

$15,249

MeasureSQLVVBR

Fee0.60%0.05%

Cost on $10k a year$60$5

Yield1.02%1.80%

5 years, per year+7.6%+8.8%

3 years, per year+17.9%+20.5%

Worst drop · 1Y−7.7%−8.9%

Volatility · 1Y15.7%13.9%

5–1measures won
VBR first

5.4%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SQLV, VBR

Today

5.4%most shared, SQLV and VBR

SQLVVBR

SQLV—5.4%

VBR5.4%—

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

Income After Fees on $10,000

$175most kept, VBR

VBR$180 − $5 = $175

SQLV$102 − $60 = $42

KeptFee

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