SQLV vs VUG

ASQLV

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,153VUG · SQLV $15,155

Lowest cost0.03%VUG · $3 on $10k

Most income0.99%SQLV · $99 on $10k

Smallest drop−7.7%SQLV · worst fall in 1Y

Held in common0.0%SQLV and VUG

SQLV

VUG

Royce Quant Small-Cap Quality Value ETF · $40MVanguard Morningstar Growth ETF · $233B

+18.7%3 years · per year$16,710 · $19,712+25.4%

+8.7%5 years · per year$15,155 · $17,153+11.4%

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

0.99%12-mo yield$99 · $40 on $10k0.40%

−7.7%Worst dropSmaller wins−16.1%

16.0%VolatilityLower wins18.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSQLV · VUG

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

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	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%	$40M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	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%	$40M

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 VUG

SQLV

Royce Quant Small-Cap Quality Value

$15,155

VUG

Vanguard Morningstar Growth

$17,153

MeasureSQLVVUG

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield0.99%0.40%

5 years, per year+8.7%+11.4%

3 years, per year+18.7%+25.4%

Worst drop · 1Y−7.7%−16.1%

Volatility · 1Y16.0%18.2%

3–3measures won
level

0.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: SQLV, VUG

Today

0.0%most shared, SQLV and VUG

SQLVVUG

SQLV—0.0%

VUG0.0%—

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

Income After Fees on $10,000

$39most kept, SQLV

SQLV$99 − $60 = $39

VUG$40 − $3 = $37

KeptFee

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