SQLV vs VTI

ASQLV

BVTI

Measures won1–5VTI wins · of 6 · 5Y

$10,000 · 5Y$16,332VTI · SQLV $14,355

Lowest cost0.03%VTI · $3 on $10k

Most income1.24%IJR · $124 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

+16.8%3 years · per year$15,951 · $18,113+21.9%

+7.5%5 years · per year$14,355 · $16,332+10.3%

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

1.03%12-mo yield$103 · $110 on $10k1.10%

−7.7%Worst dropSmaller wins−8.9%

16.5%VolatilityLower wins13.7%

1–5VTI wins

$10,000 · 5 yearsAll three, 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 5, 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	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
2	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.03%	−4.0%	+22.6%	+28.3%	+16.8%	+7.5%	−7.7%	$41M
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$107.7B

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

All Three

5Y3 funds

#
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
2	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.03%	−4.0%	+22.6%	+28.3%	+16.8%	+7.5%	−7.7%	$41M
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$107.7B

End-of-day Nov 5, 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

$14,355

VTI

Vanguard Morningstar Total Stock Market

$16,332

MeasureSQLVVTI

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield1.03%1.10%

5 years, per year+7.5%+10.3%

3 years, per year+16.8%+21.9%

Worst drop · 1Y−7.7%−8.9%

Volatility · 1Y16.5%13.7%

5–1measures won
VTI first

0.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SQLV, VTI, IJR

Today

15.3%most shared, SQLV and IJR

SQLVVTIIJR

SQLV—0.5%15.3%

VTI0.5%—2.2%

IJR15.3%2.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

VTI$110 − $3 = $107

SQLV$103 − $60 = $43

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee