VB vs SQLT

AVB

BSQLT

Measures won2–0VB wins · of 6 · 5Y

$10,000 · 5Y$14,105VB

Lowest cost0.03%VB · $3 on $10k

Most income1.23%VB · $123 on $10k

Smallest drop−9.0%VB · worst fall in 1Y

Held in common26.8%VB and SQLT

SQLT

Vanguard Morningstar Small-Cap ETF · $76.9BiShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7M

+20.5%3 years · per year$17,489 · […][…]

+7.1%5 years · per year$14,105 · […][…]

0.03%Expense ratio$3 · $20 on $10k · lower wins0.20%

1.23%12-mo yield$123 · $48 on $10k0.48%

−9.0%Worst dropSmaller wins[…]

15.7%VolatilityLower wins[…]

2–0VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsVB · SQLT

0.3%THC0.8%

0.3%RGLD0.8%

0.2%WWD0.8%

0.2%SNX0.8%

Held in common26.8%

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	AVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B
2	BSQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk		0.20%	0.48%	+1.2%	new	new	new	new	[…]	$7M

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	AVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B
2	BSQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk		0.20%	0.48%	+1.2%	new	new	new	new	[…]	$7M

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

VB vs SQLT

Vanguard Morningstar Small-Cap

$14,105

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

MeasureVBSQLT

Fee0.03%0.20%

Cost on $10k a year$3$20

Yield1.23%0.48%

5 years, per year+7.1%[…]

3 years, per year+20.5%[…]

Worst drop · 1Y−9.0%[…]

Volatility · 1Y15.7%[…]

2–0measures won
VB first

26.8%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

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: VB, SQLT

Today

26.8%most shared, VB and SQLT

VBSQLT

VB—26.8%

SQLT26.8%—

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

Income After Fees on $10,000

$120most kept, VB

VB$123 − $3 = $120

SQLT$48 − $20 = $28

KeptFee

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