SQLV vs VIG

ASQLV

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income1.49%VIG · $149 on $10k

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

Held in common0.2%SQLV and VIG

SQLV

VIG

Royce Quant Small-Cap Quality Value ETF · $39MVanguard Dividend Appreciation ETF · $109B

+16.8%3 years · per year$15,951 · $16,814+18.9%

+7.5%5 years · per year$14,355 · $16,331+10.3%

0.60%Expense ratio$60 · $4 on $10k · lower wins0.04%

1.03%12-mo yield$103 · $149 on $10k1.49%

−7.7%Worst dropSmaller wins−7.9%

16.5%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSQLV · VIG

0.3%WTFC0.0%

0.5%CBT0.0%

0.6%IBOC0.0%

0.2%BMI0.0%

Held in common0.2%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
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 VIG

SQLV

Royce Quant Small-Cap Quality Value

$14,355

VIG

Vanguard Dividend Appreciation

$16,331

MeasureSQLVVIG

Fee0.60%0.04%

Cost on $10k a year$60$4

Yield1.03%1.49%

5 years, per year+7.5%+10.3%

3 years, per year+16.8%+18.9%

Worst drop · 1Y−7.7%−7.9%

Volatility · 1Y16.5%10.8%

5–1measures won
VIG first

0.2%

holdings shared

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

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

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

Overlap: SQLV, VUG, VIG, IJH

Today

26.4%most shared, VUG and VIG

SQLVVUGVIGIJH

SQLV—0.0%0.2%2.7%

VUG0.0%—26.4%0.0%

VIG0.2%26.4%—2.9%

IJH2.7%0.0%2.9%—

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

IJH$126 − $5 = $121

SQLV$103 − $60 = $43

VUG$43 − $3 = $40

KeptFee

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