SQLV vs IWF

ASQLV

BIWF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,005VIG · SCHD $16,881

Lowest cost0.04%VIG · $4 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%SQLV and IWF

SQLV

IWF

Royce Quant Small-Cap Quality Value ETF · $40MiShares Russell 1000 Growth ETF · $120B

+18.7%3 years · per year$16,710 · $18,310+22.3%

+8.7%5 years · per year$15,155 · $16,559+10.6%

0.60%Expense ratio$60 · $18 on $10k · lower wins0.18%

0.99%12-mo yield$99 · $37 on $10k0.37%

−7.7%Worst dropSmaller wins−15.6%

16.0%VolatilityLower wins18.3%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSQLV · IWF

0.5%IRDM0.0%

0.9%HRB0.0%

0.8%KD0.0%

Held in common0.0%

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B
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%	$40M

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B
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%	$40M

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 IWF

SQLV

Royce Quant Small-Cap Quality Value

$15,155

IWF

iShares Russell 1000 Growth

$16,559

MeasureSQLVIWF

Fee0.60%0.18%

Cost on $10k a year$60$18

Yield0.99%0.37%

5 years, per year+8.7%+10.6%

3 years, per year+18.7%+22.3%

Worst drop · 1Y−7.7%−15.6%

Volatility · 1Y16.0%18.3%

3–3measures won
level

0.0%

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$61.1B

1–1level

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: SQLV, VIG, IWF, SCHD

Today

32.4%most shared, VIG and IWF

SQLVVIGIWFSCHD

SQLV—0.2%0.0%0.5%

VIG0.2%—32.4%14.5%

IWF0.0%32.4%—3.6%

SCHD0.5%14.5%3.6%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

SQLV$99 − $60 = $39

IWF$37 − $18 = $19

KeptFee

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