VO vs SQLV

AVO

BSQLV

Measures won4–2VO wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · SQLV $14,141

Lowest cost0.03%VO · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.0%VO and SQLV

SQLV

Vanguard Morningstar Mid-Cap ETF · $103BRoyce Quant Small-Cap Quality Value ETF · $39M

+18.6%3 years · per year$16,701 · $15,694+16.2%

+6.3%5 years · per year$13,590 · $14,141+7.2%

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

1.39%12-mo yield$139 · $104 on $10k1.04%

−8.2%Worst dropSmaller wins−7.7%

12.9%VolatilityLower wins16.5%

4–2VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVO · SQLV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.04%	−1.2%	+21.1%	+25.3%	+16.2%	+7.2%	−7.7%	$39M
3	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.04%	−1.2%	+21.1%	+25.3%	+16.2%	+7.2%	−7.7%	$39M
3	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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

VO vs SQLV

Vanguard Morningstar Mid-Cap

$13,590

SQLV

Royce Quant Small-Cap Quality Value

$14,141

MeasureVOSQLV

Fee0.03%0.60%

Cost on $10k a year$3$60

Yield1.39%1.04%

5 years, per year+6.3%+7.2%

3 years, per year+18.6%+16.2%

Worst drop · 1Y−8.2%−7.7%

Volatility · 1Y12.9%16.5%

4–2measures won
VO first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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: VO, SQLV, VTV

Today

28.5%most shared, VO and VTV

VOSQLVVTV

VO—0.0%28.5%

SQLV0.0%—0.0%

VTV28.5%0.0%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

VO$139 − $3 = $136

SQLV$104 − $60 = $44

KeptFee

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