SQLV vs VTI

ASQLV

BVTI

Measures won1–5VTI wins · of 6 · 5Y

$10,000 · 5Y$16,332VTI · VUG $16,052

Lowest cost0.03%VTI · $3 on $10k

Most income1.26%IJH · $126 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 · $39MVanguard 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 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 5, 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	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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	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%	$39M
4	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B

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

All Four

5Y4 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	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%	$39M
4	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B

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$92.8B

0–0level

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: SQLV, VTI, VUG, IJH

Today

52.8%most shared, VTI and VUG

SQLVVTIVUGIJH

SQLV—0.5%0.0%2.7%

VTI0.5%—52.8%4.6%

VUG0.0%52.8%—0.0%

IJH2.7%4.6%0.0%—

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

VTI$110 − $3 = $107

SQLV$103 − $60 = $43

VUG$43 − $3 = $40

KeptFee

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