VBR vs SQLT

AVBR

BSQLT

Measures won2–0VBR wins · of 6 · 5Y

$10,000 · 5Y$15,849VBR

Lowest cost0.05%VBR · $5 on $10k

Most income1.77%VBR · $177 on $10k

Smallest drop−8.9%VBR · worst fall in 1Y

Held in common28.4%VBR and SQLT

VBR

SQLT

Vanguard Morningstar Small-Cap Value ETF · $35.1BiShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7M

+20.8%3 years · per year$17,630 · […][…]

+9.6%5 years · per year$15,849 · […][…]

0.05%Expense ratio$5 · $20 on $10k · lower wins0.20%

1.77%12-mo yield$177 · $48 on $10k0.48%

−8.9%Worst dropSmaller wins[…]

13.9%VolatilityLower wins[…]

2–0VBR wins

$10,000 · 5 yearsOne scale

Shared top holdingsVBR · SQLT

0.5%THC0.8%

0.4%SNX0.8%

0.4%ZBRA0.7%

0.4%RVTY0.7%

Held in common28.4%

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	AVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.77%	+1.7%	+19.4%	+23.4%	+20.8%	+9.6%	−8.9%	$35.1B
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	AVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.77%	+1.7%	+19.4%	+23.4%	+20.8%	+9.6%	−8.9%	$35.1B
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

VBR vs SQLT

VBR

Vanguard Morningstar Small-Cap Value

$15,849

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

MeasureVBRSQLT

Fee0.05%0.20%

Cost on $10k a year$5$20

Yield1.77%0.48%

5 years, per year+9.6%[…]

3 years, per year+20.8%[…]

Worst drop · 1Y−8.9%[…]

Volatility · 1Y13.9%[…]

2–0measures won
VBR first

28.4%

holdings shared

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

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

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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: VBR, SQLT

Today

28.4%most shared, VBR and SQLT

VBRSQLT

VBR—28.4%

SQLT28.4%—

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

Income After Fees on $10,000

$172most kept, VBR

VBR$177 − $5 = $172

SQLT$48 − $20 = $28

KeptFee

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