VB vs SQLV

AVB

BSQLV

Measures won4–2VB wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · IWF $16,559

Lowest cost0.03%VB · $3 on $10k

Most income1.23%VB · $123 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 · $41M

+20.5%3 years · per year$17,489 · $16,710+18.7%

+7.1%5 years · per year$14,105 · $15,155+8.7%

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

1.23%12-mo yield$123 · $99 on $10k0.99%

−9.0%Worst dropSmaller wins−7.7%

15.7%VolatilityLower wins16.0%

4–2VB wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVB · SQLV

0.1%WTFC0.3%

0.1%SM0.8%

0.1%PLXS0.2%

0.1%QLYS0.8%

Held in common4.1%

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

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$41M
4	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

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$41M
4	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

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 SQLV

Vanguard Morningstar Small-Cap

$14,105

SQLV

Royce Quant Small-Cap Quality Value

$15,155

MeasureVBSQLV

Fee0.03%0.60%

Cost on $10k a year$3$60

Yield1.23%0.99%

5 years, per year+7.1%+8.7%

3 years, per year+20.5%+18.7%

Worst drop · 1Y−9.0%−7.7%

Volatility · 1Y15.7%16.0%

4–2measures won
VB first

4.1%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: VB, SQLV, IWF, VUG

Today

77.4%most shared, IWF and VUG

VBSQLVIWFVUG

VB—4.1%4.0%0.4%

SQLV4.1%—0.0%0.0%

IWF4.0%0.0%—77.4%

VUG0.4%0.0%77.4%—

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

SQLV$99 − $60 = $39

VUG$40 − $3 = $37

IWF$37 − $18 = $19

KeptFee

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