SQLV vs VB

ASQLV

BVB

Measures won2–4VB wins · of 6 · 5Y

$10,000 · 5Y$14,355SQLV · VO $13,616

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

+16.8%3 years · per year$15,951 · $16,641+18.5%

+7.5%5 years · per year$14,355 · $13,310+5.9%

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

1.03%12-mo yield$103 · $129 on $10k1.28%

−7.7%Worst dropSmaller wins−9.0%

16.5%VolatilityLower wins16.2%

2–4VB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSQLV · VB

0.3%WTFC0.1%

0.8%SM0.1%

0.2%PLXS0.1%

0.8%QLYS0.1%

Held in common4.1%

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 Three

5Y3 funds

#
1	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
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
3	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B

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

All Three

5Y3 funds

#
1	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
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
3	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B

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 VB

SQLV

Royce Quant Small-Cap Quality Value

$14,355

Vanguard Morningstar Small-Cap

$13,310

MeasureSQLVVB

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield1.03%1.28%

5 years, per year+7.5%+5.9%

3 years, per year+16.8%+18.5%

Worst drop · 1Y−7.7%−9.0%

Volatility · 1Y16.5%16.2%

4–2measures won
VB first

4.1%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$75.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VB, SQLV, VO

Today

4.1%most shared, VB and SQLV

VBSQLVVO

VB—4.1%2.5%

SQLV4.1%—0.0%

VO2.5%0.0%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

VB$129 − $3 = $126

SQLV$103 − $60 = $43

KeptFee

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