VBR vs SQLT

AVBR

BSQLT

Measures won2–0VBR wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · VBR $15,197

Lowest cost0.03%VUG · $3 on $10k

Most income1.83%VBR · $183 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

+19.0%3 years · per year$16,848 · […][…]

+8.7%5 years · per year$15,197 · […][…]

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

1.83%12-mo yield$183 · $49 on $10k0.49%

−8.9%Worst dropSmaller wins[…]

14.2%VolatilityLower wins[…]

2–0VBR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVBR · SQLT

0.5%THC0.9%

0.4%SNX0.8%

0.4%ZBRA0.7%

0.4%RVTY0.7%

Held in common28.4%

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 Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk	0.05%	1.83%	0.0%	+15.9%	+19.5%	+19.0%	+8.7%	−8.9%	$35.1B
3	BSQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.49%	+0.1%	new	new	new	new	[…]	$7M

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk	0.05%	1.83%	0.0%	+15.9%	+19.5%	+19.0%	+8.7%	−8.9%	$35.1B
3	BSQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.49%	+0.1%	new	new	new	new	[…]	$7M

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

VBR vs SQLT

VBR

Vanguard Morningstar Small-Cap Value

$15,197

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

MeasureVBRSQLT

Fee0.05%0.20%

Cost on $10k a year$5$20

Yield1.83%0.49%

5 years, per year+8.7%[…]

3 years, per year+19.0%[…]

Worst drop · 1Y−8.9%[…]

Volatility · 1Y14.2%[…]

2–0measures won
VBR first

28.4%

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$59.7B

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: VBR, SQLT, VUG

Today

28.4%most shared, VBR and SQLT

VBRSQLTVUG

VBR—28.4%0.0%

SQLT28.4%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$178most kept, VBR

VBR$183 − $5 = $178

VUG$42 − $3 = $39

SQLT$49 − $20 = $29

KeptFee

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