SQLV vs VB

ASQLV

BVB

Measures won2–4VB wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · SQLV $14,141

Lowest cost0.03%VB · $3 on $10k

Most income1.39%VO · $139 on $10k

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

Held in common4.1%SQLV and VB

SQLV

Royce Quant Small-Cap Quality Value ETF · $39MVanguard Morningstar Small-Cap ETF · $76.9B

+16.2%3 years · per year$15,694 · $16,654+18.5%

+7.2%5 years · per year$14,141 · $13,413+6.0%

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

1.04%12-mo yield$104 · $128 on $10k1.28%

−7.7%Worst dropSmaller wins−9.0%

16.5%VolatilityLower wins16.2%

2–4VB wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSQLV · VB

0.3%WTFC0.1%

0.6%SM0.1%

0.2%PLXS0.1%

0.8%QLYS0.1%

Held in common4.1%

End-of-day Nov 6, 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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.04%	−1.2%	+21.1%	+25.3%	+16.2%	+7.2%	−7.7%	$39M
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
4	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	ASQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.04%	−1.2%	+21.1%	+25.3%	+16.2%	+7.2%	−7.7%	$39M
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
4	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SQLV vs VB

SQLV

Royce Quant Small-Cap Quality Value

$14,141

Vanguard Morningstar Small-Cap

$13,414

MeasureSQLVVB

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield1.04%1.28%

5 years, per year+7.2%+6.0%

3 years, per year+16.2%+18.5%

Worst drop · 1Y−7.7%−9.0%

Volatility · 1Y16.5%16.2%

4–2measures won
VB first

4.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: VB, SQLV, IWF, VO

Today

9.2%most shared, IWF and VO

VBSQLVIWFVO

VB—4.1%3.9%2.5%

SQLV4.1%—0.0%0.0%

IWF3.9%0.0%—9.2%

VO2.5%0.0%9.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

VB$128 − $3 = $125

SQLV$104 − $60 = $44

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee