VUG vs SQLV

AVUG

BSQLV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,151IVV · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common0.0%VUG and SQLV

VUG

SQLV

Vanguard Morningstar Growth ETF · $233BRoyce Quant Small-Cap Quality Value ETF · $39M

+22.8%3 years · per year$18,532 · $15,951+16.8%

+9.9%5 years · per year$16,052 · $14,355+7.5%

0.03%Expense ratio$3 · $60 on $10k · lower wins0.60%

0.43%12-mo yield$43 · $103 on $10k1.03%

−15.1%Worst dropSmaller wins−7.7%

19.0%VolatilityLower wins16.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVUG · SQLV

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

Held in common0.0%

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BSQLV	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

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BSQLV	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

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

VUG vs SQLV

VUG

Vanguard Morningstar Growth

$16,052

SQLV

Royce Quant Small-Cap Quality Value

$14,355

MeasureVUGSQLV

Fee0.03%0.60%

Cost on $10k a year$3$60

Yield0.43%1.03%

5 years, per year+9.9%+7.5%

3 years, per year+22.8%+16.8%

Worst drop · 1Y−15.1%−7.7%

Volatility · 1Y19.0%16.5%

3–3measures won
level

0.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

Overlap: SQLV, VUG, IVV

Today

55.4%most shared, VUG and IVV

SQLVVUGIVV

SQLV—0.0%0.0%

VUG0.0%—55.4%

IVV0.0%55.4%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SQLV$103 − $60 = $43

VUG$43 − $3 = $40

KeptFee

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