SQLV vs VTV

ASQLV

BVTV

Measures won0–6VTV wins · of 6 · 5Y

$10,000 · 5Y$17,803VTV · VOO $17,416

Lowest cost0.03%VOO · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.0%SQLV and VTV

SQLV

VTV

Royce Quant Small-Cap Quality Value ETF · $40MVanguard Morningstar Value ETF · $184B

+15.2%3 years · per year$15,277 · $17,572+20.7%

+7.1%5 years · per year$14,078 · $17,803+12.2%

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

1.02%12-mo yield$102 · $183 on $10k1.83%

−7.7%Worst dropSmaller wins−6.4%

16.6%VolatilityLower wins10.8%

0–6VTV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSQLV · VTV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 10, 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	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+0.1%	+21.0%	+24.8%	+20.7%	+12.2%	−6.4%	$184.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
3	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.02%	−0.1%	+23.5%	+28.9%	+15.2%	+7.1%	−7.7%	$40M
4	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−0.1%	+13.2%	+15.7%	+16.0%	+6.9%	−8.8%	$125.2B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+0.1%	+21.0%	+24.8%	+20.7%	+12.2%	−6.4%	$184.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
3	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.02%	−0.1%	+23.5%	+28.9%	+15.2%	+7.1%	−7.7%	$40M
4	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−0.1%	+13.2%	+15.7%	+16.0%	+6.9%	−8.8%	$125.2B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SQLV vs VTV

SQLV

Royce Quant Small-Cap Quality Value

$14,078

VTV

Vanguard Morningstar Value

$17,803

MeasureSQLVVTV

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield1.02%1.83%

5 years, per year+7.1%+12.2%

3 years, per year+15.2%+20.7%

Worst drop · 1Y−7.7%−6.4%

Volatility · 1Y16.6%10.8%

6–0measures won
VTV first

0.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

+10.9%Year to date+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026

Overlap: SQLV, VOO, IJH, VTV

Today

41.1%most shared, VOO and VTV

SQLVVOOIJHVTV

SQLV—0.0%2.7%0.0%

VOO0.0%—0.1%41.1%

IJH2.7%0.1%—0.2%

VTV0.0%41.1%0.2%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IJH$122 − $5 = $117

VOO$108 − $3 = $105

SQLV$102 − $60 = $42

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee