SQLV vs IJH5YSQLVSQLVAvsBIJHIJHRoyce Quant Small-Cap Quality Value ETF · $40MiShares Core S&P Mid-Cap ETF · $124BReturns · dividends in+15.2%3 years · per year$15,277 · $15,596+16.0%+7.1%5 years · per year$14,078 · $13,971+6.9%Cost and income0.60%Expense ratio$60 · $5 on $10k · lower wins0.05%1.02%12-mo yield$102 · $122 on $10k
Overlap: SQLV, VBR, IJHToday40.5%most shared, VBR and IJHSQLVVBRIJHSQLV—5.4%2.7%VBR5.4%—40.5%IJH2.7%40.5%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
SQLV vs IJH5YASQLVRoyce Quant Small-Cap Quality Value$14,078vsIJHBiShares Core S&P Mid-Cap$13,971$10k$12k$14kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VBRVanguard Morningstar Small-Cap Value ETFReadDesk0.05%1.78%−0.2%+18.8%+22.2%+18.2%+8.8%−8.9%$35.1B2ASQLVRoyce Quant Small-Cap Quality Value ETFReadDesk0.60%1.02%−0.1%+23.5%+28.9%+15.2%+7.1%−7.7%$40M3BIJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+13.2%+15.7%+16.0%+6.9%−8.8%$124.5BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VBRVanguard Morningstar Small-Cap Value ETFReadDesk0.05%1.78%−0.2%+18.8%+22.2%+18.2%+8.8%−8.9%$35.1B2ASQLVRoyce Quant Small-Cap Quality Value ETFReadDesk0.60%1.02%−0.1%+23.5%+28.9%+15.2%+7.1%−7.7%$40M3BIJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+13.2%+15.7%+16.0%+6.9%−8.8%$124.5BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: SQLV, VBR, IJHToday40.5%most shared, VBR and IJHSQLVVBRIJHSQLV—5.4%2.7%VBR5.4%—40.5%IJH2.7%40.5%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$173most kept, VBRVBR$178 − $5 = $173IJH$122 − $5 = $117SQLV$102 − $60 = $42KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee