SQLV vs VO

ASQLV

BVO

Measures won2–4VO wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV · IVV $18,118

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

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

Held in common0.0%SQLV and VO

SQLV

Royce Quant Small-Cap Quality Value ETF · $41MVanguard Morningstar Mid-Cap ETF · $103B

+18.7%3 years · per year$16,710 · $17,578+20.7%

+8.7%5 years · per year$15,155 · $14,290+7.4%

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

0.99%12-mo yield$99 · $134 on $10k1.34%

−7.7%Worst dropSmaller wins−8.2%

16.0%VolatilityLower wins12.4%

2–4VO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSQLV · VO

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

Held in common0.0%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
3	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
4	BVO	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 Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
3	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
4	BVO	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 VO

SQLV

Royce Quant Small-Cap Quality Value

$15,155

Vanguard Morningstar Mid-Cap

$14,290

MeasureSQLVVO

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield0.99%1.34%

5 years, per year+8.7%+7.4%

3 years, per year+18.7%+20.7%

Worst drop · 1Y−7.7%−8.2%

Volatility · 1Y16.0%12.4%

4–2measures won
VO first

0.0%

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

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV 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, VTV, IVV, VO

Today

43.5%most shared, VTV and IVV

SQLVVTVIVVVO

SQLV—0.0%0.0%0.0%

VTV0.0%—43.5%28.5%

IVV0.0%43.5%—16.1%

VO0.0%28.5%16.1%—

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

VO$134 − $3 = $131

IVV$109 − $3 = $106

SQLV$99 − $60 = $39

KeptFee

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