SQLV vs VTI

ASQLV

BVTI

Measures won1–5VTI wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · VOO $18,115

Lowest cost0.02%SPYM · $2 on $10k

Most income1.05%VOO · $105 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 · $41MVanguard Morningstar Total Stock Market ETF · $689B

+18.7%3 years · per year$16,710 · $19,059+24.0%

+8.7%5 years · per year$15,155 · $17,257+11.5%

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

0.99%12-mo yield$99 · $105 on $10k1.05%

−7.7%Worst dropSmaller wins−8.9%

16.0%VolatilityLower wins13.1%

1–5VTI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSQLV · VTI

0.3%WTFC0.0%

0.8%SM0.0%

0.2%PLXS0.0%

0.8%QLYS0.0%

Held in common0.5%

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	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.5%	+13.4%	+13.5%	+24.0%	+11.5%	−8.9%	$689.2B
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%	$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	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.5%	+13.4%	+13.5%	+24.0%	+11.5%	−8.9%	$689.2B
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%	$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 VTI

SQLV

Royce Quant Small-Cap Quality Value

$15,155

VTI

Vanguard Morningstar Total Stock Market

$17,258

MeasureSQLVVTI

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield0.99%1.05%

5 years, per year+8.7%+11.5%

3 years, per year+18.7%+24.0%

Worst drop · 1Y−7.7%−8.9%

Volatility · 1Y16.0%13.1%

4–1measures won
VTI first

0.5%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

Overlap: SQLV, VOO, SPYM, VTI

Today

94.5%most shared, VOO and SPYM

SQLVVOOSPYMVTI

SQLV—0.0%0.0%0.5%

VOO0.0%—94.5%89.0%

SPYM0.0%94.5%—87.0%

VTI0.5%89.0%87.0%—

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

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

VTI$105 − $3 = $102

SPYM$101 − $2 = $99

SQLV$99 − $60 = $39

KeptFee

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