SQLV vs VIG

ASQLV

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · SQLV $15,155

Lowest cost0.03%VO · $3 on $10k

Most income1.44%VIG · $144 on $10k

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

Held in common0.2%SQLV and VIG

SQLV

VIG

Royce Quant Small-Cap Quality Value ETF · $40MVanguard Dividend Appreciation ETF · $109B

+18.7%3 years · per year$16,710 · $17,533+20.6%

+8.7%5 years · per year$15,155 · $17,005+11.2%

0.60%Expense ratio$60 · $4 on $10k · lower wins0.04%

0.99%12-mo yield$99 · $144 on $10k1.44%

−7.7%Worst dropSmaller wins−7.9%

16.0%VolatilityLower wins10.2%

1–5VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSQLV · VIG

0.3%WTFC0.0%

0.5%CBT0.0%

0.6%IBOC0.0%

0.2%BMI0.0%

Held in common0.2%

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 Three

5Y3 funds

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	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
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B

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

All Three

5Y3 funds

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	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
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B

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 VIG

SQLV

Royce Quant Small-Cap Quality Value

$15,155

VIG

Vanguard Dividend Appreciation

$17,005

MeasureSQLVVIG

Fee0.60%0.04%

Cost on $10k a year$60$4

Yield0.99%1.44%

5 years, per year+8.7%+11.2%

3 years, per year+18.7%+20.6%

Worst drop · 1Y−7.7%−7.9%

Volatility · 1Y16.0%10.2%

5–1measures won
VIG first

0.2%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

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, VO, VIG

Today

13.5%most shared, VO and VIG

SQLVVOVIG

SQLV—0.0%0.2%

VO0.0%—13.5%

VIG0.2%13.5%—

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

VO$134 − $3 = $131

SQLV$99 − $60 = $39

KeptFee

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