VTI vs SQLV

AVTI

BSQLV

Measures won5–1VTI wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · VTI $16,332

Lowest cost0.03%VTI · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common0.5%VTI and SQLV

VTI

SQLV

Vanguard Morningstar Total Stock Market ETF · $689BRoyce Quant Small-Cap Quality Value ETF · $41M

+21.9%3 years · per year$18,113 · $15,951+16.8%

+10.3%5 years · per year$16,332 · $14,355+7.5%

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

1.10%12-mo yield$110 · $103 on $10k1.03%

−8.9%Worst dropSmaller wins−7.7%

13.7%VolatilityLower wins16.5%

5–1VTI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVTI · SQLV

0.0%WTFC0.3%

0.0%SM0.8%

0.0%PLXS0.2%

0.0%QLYS0.8%

Held in common0.5%

End-of-day Nov 5, 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	AVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
3	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.03%	−4.0%	+22.6%	+28.3%	+16.8%	+7.5%	−7.7%	$41M

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	AVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
3	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.03%	−4.0%	+22.6%	+28.3%	+16.8%	+7.5%	−7.7%	$41M

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

Cards for this view

VTI vs SQLV

VTI

Vanguard Morningstar Total Stock Market

$16,332

SQLV

Royce Quant Small-Cap Quality Value

$14,355

MeasureVTISQLV

Fee0.03%0.60%

Cost on $10k a year$3$60

Yield1.10%1.03%

5 years, per year+10.3%+7.5%

3 years, per year+21.9%+16.8%

Worst drop · 1Y−8.9%−7.7%

Volatility · 1Y13.7%16.5%

5–1measures won
VTI first

0.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

Overlap: VTI, SQLV, IVV

Today

86.5%most shared, VTI and IVV

VTISQLVIVV

VTI—0.5%86.5%

SQLV0.5%—0.0%

IVV86.5%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VTI$110 − $3 = $107

SQLV$103 − $60 = $43

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee