SQLV vs VBR

ASQLV

BVBR

Measures won1–5VBR wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · VBR $15,143

Lowest cost0.03%VO · $3 on $10k

Most income1.83%VBR · $183 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 · $41MVanguard Morningstar Small-Cap Value ETF · $35.1B

+16.8%3 years · per year$15,951 · $16,965+19.3%

+7.5%5 years · per year$14,355 · $15,143+8.7%

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

1.03%12-mo yield$103 · $183 on $10k1.83%

−7.7%Worst dropSmaller wins−8.9%

16.5%VolatilityLower wins14.3%

1–5VBR wins

$10,000 · 5 yearsAll four, one 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 5, 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%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk	0.05%	1.83%	−2.9%	+15.9%	+20.7%	+19.3%	+8.7%	−8.9%	$35.1B
3	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.03%	−4.0%	+22.6%	+28.3%	+16.8%	+7.5%	−7.7%	$41M
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

End-of-day Nov 5, 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%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk	0.05%	1.83%	−2.9%	+15.9%	+20.7%	+19.3%	+8.7%	−8.9%	$35.1B
3	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.03%	−4.0%	+22.6%	+28.3%	+16.8%	+7.5%	−7.7%	$41M
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

End-of-day Nov 5, 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

$14,355

VBR

Vanguard Morningstar Small-Cap Value

$15,143

MeasureSQLVVBR

Fee0.60%0.05%

Cost on $10k a year$60$5

Yield1.03%1.83%

5 years, per year+7.5%+8.7%

3 years, per year+16.8%+19.3%

Worst drop · 1Y−7.7%−8.9%

Volatility · 1Y16.5%14.3%

5–1measures won
VBR first

5.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SQLV, VBR, IWF, VO

Today

9.2%most shared, IWF and VO

SQLVVBRIWFVO

SQLV—5.4%0.0%0.0%

VBR5.4%—0.7%1.7%

IWF0.0%0.7%—9.2%

VO0.0%1.7%9.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$178most kept, VBR

VBR$183 − $5 = $178

VO$139 − $3 = $136

SQLV$103 − $60 = $43

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee