SQLV vs VTI

ASQLV

BVTI

Measures won1–5VTI wins · of 6 · 5Y

$10,000 · 5Y$18,068QQQ · VTI $16,697

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

Smallest drop−7.7%SQLV · worst fall in 1Y

Held in common0.5%SQLV and VTI

SQLV

VTI

Royce Quant Small-Cap Quality Value ETF · $40MVanguard Morningstar Total Stock Market ETF · $689B

+16.2%3 years · per year$15,678 · $18,090+21.8%

+7.1%5 years · per year$14,089 · $16,697+10.8%

0.60%Expense ratio$60 · $3 on $10k · lower wins0.03%

1.02%12-mo yield$102 · $106 on $10k1.06%

−7.7%Worst dropSmaller wins−8.9%

16.6%VolatilityLower wins13.9%

1–5VTI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSQLV · VTI

0.3%WTFC0.0%

0.6%SM0.0%

0.2%PLXS0.0%

0.8%QLYS0.0%

Held in common0.5%

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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	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
4	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

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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	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
4	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

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 VTI

SQLV

Royce Quant Small-Cap Quality Value

$14,089

VTI

Vanguard Morningstar Total Stock Market

$16,697

MeasureSQLVVTI

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield1.02%1.06%

5 years, per year+7.1%+10.8%

3 years, per year+16.2%+21.8%

Worst drop · 1Y−7.7%−8.9%

Volatility · 1Y16.6%13.9%

5–1measures won
VTI first

0.5%

holdings shared

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

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+9.9%

QQQInvesco

+11.0%

+9.9%Year to date+11.0%

0.94% · $94Fee · on $10k a year0.18% · $18

$32.1BAssets$446B

2–0QQQ wins

End-of-day Nov 9, 2026

Overlap: SQLV, VO, QQQ, VTI

Today

49.9%most shared, QQQ and VTI

SQLVVOQQQVTI

SQLV—0.0%0.0%0.5%

VO0.0%—9.2%15.0%

QQQ0.0%9.2%—49.9%

VTI0.5%15.0%49.9%—

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

VTI$106 − $3 = $103

SQLV$102 − $60 = $42

QQQ$46 − $18 = $28

KeptFee

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