SQLV vs VBR

ASQLV

BVBR

Measures won1–5VBR wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · IWF $16,559

Lowest cost0.03%VUG · $3 on $10k

Most income1.77%VBR · $177 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

+18.7%3 years · per year$16,710 · $17,630+20.8%

+8.7%5 years · per year$15,155 · $15,849+9.6%

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

0.99%12-mo yield$99 · $177 on $10k1.77%

−7.7%Worst dropSmaller wins−8.9%

16.0%VolatilityLower wins13.9%

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 4, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk	0.05%	1.77%	+1.7%	+19.4%	+23.4%	+20.8%	+9.6%	−8.9%	$35.1B
4	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$41M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk	0.05%	1.77%	+1.7%	+19.4%	+23.4%	+20.8%	+9.6%	−8.9%	$35.1B
4	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$41M

End-of-day Nov 4, 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

$15,155

VBR

Vanguard Morningstar Small-Cap Value

$15,849

MeasureSQLVVBR

Fee0.60%0.05%

Cost on $10k a year$60$5

Yield0.99%1.77%

5 years, per year+8.7%+9.6%

3 years, per year+18.7%+20.8%

Worst drop · 1Y−7.7%−8.9%

Volatility · 1Y16.0%13.9%

5–1measures won
VBR first

5.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SQLV, VBR, IWF, VUG

Today

77.4%most shared, IWF and VUG

SQLVVBRIWFVUG

SQLV—5.4%0.0%0.0%

VBR5.4%—0.7%0.0%

IWF0.0%0.7%—77.4%

VUG0.0%0.0%77.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$172most kept, VBR

VBR$177 − $5 = $172

SQLV$99 − $60 = $39

VUG$40 − $3 = $37

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee