VTI vs SQLV

AVTI

BSQLV

Measures won5–1VTI wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · VTI $16,375

Lowest cost0.03%VTI · $3 on $10k

Most income1.09%VTI · $109 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 · $39M

+21.7%3 years · per year$18,004 · $15,694+16.2%

+10.4%5 years · per year$16,375 · $14,141+7.2%

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

1.09%12-mo yield$109 · $104 on $10k1.04%

−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%SM0.6%

0.0%PLXS0.2%

0.0%QLYS0.8%

Held in common0.5%

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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	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

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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	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

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

VTI vs SQLV

VTI

Vanguard Morningstar Total Stock Market

$16,375

SQLV

Royce Quant Small-Cap Quality Value

$14,141

MeasureVTISQLV

Fee0.03%0.60%

Cost on $10k a year$3$60

Yield1.09%1.04%

5 years, per year+10.4%+7.2%

3 years, per year+21.7%+16.2%

Worst drop · 1Y−8.9%−7.7%

Volatility · 1Y13.7%16.5%

5–1measures won
VTI first

0.5%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI 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

Overlap: VTI, SQLV, SPY

Today

85.5%most shared, VTI and SPY

VTISQLVSPY

VTI—0.5%85.5%

SQLV0.5%—0.0%

SPY85.5%0.0%—

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

Income After Fees on $10,000

$106most kept, VTI

VTI$109 − $3 = $106

SPY$103 − $9 = $94

SQLV$104 − $60 = $44

KeptFee

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