VBR vs SQLV

AVBR

BSQLV

Measures won5–1VBR wins · of 6 · 5Y

$10,000 · 5Y$15,892IWF · VBR $15,273

Lowest cost0.05%VBR · $5 on $10k

Most income1.78%VBR · $178 on $10k

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

Held in common5.4%VBR and SQLV

VBR

SQLV

Vanguard Morningstar Small-Cap Value ETF · $35.1BRoyce Quant Small-Cap Quality Value ETF · $39M

+19.1%3 years · per year$16,888 · $15,678+16.2%

+8.8%5 years · per year$15,273 · $14,089+7.1%

0.05%Expense ratio$5 · $60 on $10k · lower wins0.60%

1.78%12-mo yield$178 · $102 on $10k1.02%

−8.9%Worst dropSmaller wins−7.7%

14.4%VolatilityLower wins16.6%

5–1VBR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVBR · SQLV

0.2%WTFC0.3%

0.2%SM0.6%

0.2%PLXS0.2%

0.1%ST0.3%

Held in common5.4%

End-of-day Nov 9, 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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	AVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk	0.05%	1.78%	+2.6%	+18.9%	+24.0%	+19.1%	+8.8%	−8.9%	$35.1B
3	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.02%	+2.1%	+23.7%	+29.4%	+16.2%	+7.1%	−7.7%	$39M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	AVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk	0.05%	1.78%	+2.6%	+18.9%	+24.0%	+19.1%	+8.8%	−8.9%	$35.1B
3	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.02%	+2.1%	+23.7%	+29.4%	+16.2%	+7.1%	−7.7%	$39M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VBR vs SQLV

VBR

Vanguard Morningstar Small-Cap Value

$15,273

SQLV

Royce Quant Small-Cap Quality Value

$14,089

MeasureVBRSQLV

Fee0.05%0.60%

Cost on $10k a year$5$60

Yield1.78%1.02%

5 years, per year+8.8%+7.1%

3 years, per year+19.1%+16.2%

Worst drop · 1Y−8.9%−7.7%

Volatility · 1Y14.4%16.6%

5–1measures won
VBR first

5.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: VBR, SQLV, IWF

Today

5.4%most shared, VBR and SQLV

VBRSQLVIWF

VBR—5.4%0.7%

SQLV5.4%—0.0%

IWF0.7%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$173most kept, VBR

VBR$178 − $5 = $173

SQLV$102 − $60 = $42

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee