VOO vs SQLV

AVOO

BSQLV

Measures won5–1VOO wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · IWF $15,892

Lowest cost0.03%VOO · $3 on $10k

Most income1.07%VOO · $107 on $10k

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

Held in common0.0%VOO and SQLV

VOO

SQLV

Vanguard S&P 500 ETF · $1.00TRoyce Quant Small-Cap Quality Value ETF · $39M

+22.0%3 years · per year$18,159 · $15,678+16.2%

+11.9%5 years · per year$17,543 · $14,089+7.1%

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

1.07%12-mo yield$107 · $102 on $10k1.02%

−8.9%Worst dropSmaller wins−7.7%

13.7%VolatilityLower wins16.6%

5–1VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVOO · SQLV

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

Held in common0.0%

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	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	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
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	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	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
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

VOO vs SQLV

VOO

Vanguard S&P 500

$17,543

SQLV

Royce Quant Small-Cap Quality Value

$14,089

MeasureVOOSQLV

Fee0.03%0.60%

Cost on $10k a year$3$60

Yield1.07%1.02%

5 years, per year+11.9%+7.1%

3 years, per year+22.0%+16.2%

Worst drop · 1Y−8.9%−7.7%

Volatility · 1Y13.7%16.6%

5–1measures won
VOO first

0.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: VOO, SQLV, IWF

Today

59.3%most shared, VOO and IWF

VOOSQLVIWF

VOO—0.0%59.3%

SQLV0.0%—0.0%

IWF59.3%0.0%—

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

SQLV$102 − $60 = $42

IWF$38 − $18 = $20

KeptFee

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