VB vs SQLV

AVB

BSQLV

Measures won4–2VB wins · of 6 · 5Y

$10,000 · 5Y$14,089SQLV · VB $13,532

Lowest cost0.03%VB · $3 on $10k

Most income1.24%VB · $124 on $10k

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

Held in common4.1%VB and SQLV

SQLV

Vanguard Morningstar Small-Cap ETF · $76.9BRoyce Quant Small-Cap Quality Value ETF · $39M

+18.8%3 years · per year$16,782 · $15,678+16.2%

+6.2%5 years · per year$13,532 · $14,089+7.1%

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

1.24%12-mo yield$124 · $102 on $10k1.02%

−9.0%Worst dropSmaller wins−7.7%

16.4%VolatilityLower wins16.6%

4–2VB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVB · SQLV

0.1%WTFC0.3%

0.1%SM0.6%

0.1%PLXS0.2%

0.1%QLYS0.8%

Held in common4.1%

End-of-day Nov 9, 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	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.02%	+2.1%	+23.7%	+29.4%	+16.2%	+7.1%	−7.7%	$39M
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.24%	+3.1%	+15.3%	+19.2%	+18.8%	+6.2%	−9.0%	$76.9B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$103.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.02%	+2.1%	+23.7%	+29.4%	+16.2%	+7.1%	−7.7%	$39M
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.24%	+3.1%	+15.3%	+19.2%	+18.8%	+6.2%	−9.0%	$76.9B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$103.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VB vs SQLV

Vanguard Morningstar Small-Cap

$13,533

SQLV

Royce Quant Small-Cap Quality Value

$14,089

MeasureVBSQLV

Fee0.03%0.60%

Cost on $10k a year$3$60

Yield1.24%1.02%

5 years, per year+6.2%+7.1%

3 years, per year+18.8%+16.2%

Worst drop · 1Y−9.0%−7.7%

Volatility · 1Y16.4%16.6%

4–2measures won
VB first

4.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: VB, SQLV, IJR

Today

18.1%most shared, VB and IJR

VBSQLVIJR

VB—4.1%18.1%

SQLV4.1%—15.2%

IJR18.1%15.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, VB

VB$124 − $3 = $121

IJR$121 − $6 = $115

SQLV$102 − $60 = $42

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee