SQLV vs VBR

ASQLV

BVBR

Measures won1–5VBR wins · of 6 · 5Y

$10,000 · 5Y$15,273VBR · SQLV $14,089

Lowest cost0.03%VO · $3 on $10k

Most income1.78%VBR · $178 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

+16.2%3 years · per year$15,678 · $16,888+19.1%

+7.1%5 years · per year$14,089 · $15,273+8.8%

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

1.02%12-mo yield$102 · $178 on $10k1.78%

−7.7%Worst dropSmaller wins−8.9%

16.6%VolatilityLower wins14.4%

1–5VBR wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSQLV · VBR

0.3%WTFC0.2%

0.6%SM0.2%

0.2%PLXS0.2%

0.3%ST0.1%

Held in common5.4%

End-of-day Nov 9, 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	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk	0.05%	1.78%	+2.6%	+18.9%	+24.0%	+19.1%	+8.8%	−8.9%	$35.1B
2	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.02%	+2.1%	+23.7%	+29.4%	+16.2%	+7.1%	−7.7%	$40M
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$106.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk	0.05%	1.78%	+2.6%	+18.9%	+24.0%	+19.1%	+8.8%	−8.9%	$35.1B
2	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.02%	+2.1%	+23.7%	+29.4%	+16.2%	+7.1%	−7.7%	$40M
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$106.7B

End-of-day Nov 9, 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

$14,089

VBR

Vanguard Morningstar Small-Cap Value

$15,273

MeasureSQLVVBR

Fee0.60%0.05%

Cost on $10k a year$60$5

Yield1.02%1.78%

5 years, per year+7.1%+8.8%

3 years, per year+16.2%+19.1%

Worst drop · 1Y−7.7%−8.9%

Volatility · 1Y16.6%14.4%

5–1measures won
VBR first

5.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SQLV, VBR, IJR, VO

Today

20.8%most shared, VBR and IJR

SQLVVBRIJRVO

SQLV—5.4%15.2%0.0%

VBR5.4%—20.8%1.7%

IJR15.2%20.8%—0.0%

VO0.0%1.7%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$173most kept, VBR

VBR$178 − $5 = $173

VO$135 − $3 = $132

IJR$121 − $6 = $115

SQLV$102 − $60 = $42

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee