VTV vs SQLT

AVTV

BSQLT

Measures won2–0VTV wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

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

Held in common0.0%VTV and SQLT

VTV

SQLT

Vanguard Morningstar Value ETF · $184BiShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7M

+22.9%3 years · per year$18,551 · […][…]

+12.9%5 years · per year$18,352 · […][…]

0.03%Expense ratio$3 · $20 on $10k · lower wins0.20%

1.80%12-mo yield$180 · $48 on $10k0.48%

−6.4%Worst dropSmaller wins[…]

10.2%VolatilityLower wins[…]

2–0VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVTV · SQLT

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

Held in common0.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	BSQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk		0.20%	0.48%	+1.2%	new	new	new	new	[…]	$7M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	BSQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk		0.20%	0.48%	+1.2%	new	new	new	new	[…]	$7M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VTV vs SQLT

VTV

Vanguard Morningstar Value

$18,352

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

MeasureVTVSQLT

Fee0.03%0.20%

Cost on $10k a year$3$20

Yield1.80%0.48%

5 years, per year+12.9%[…]

3 years, per year+22.9%[…]

Worst drop · 1Y−6.4%[…]

Volatility · 1Y10.2%[…]

2–0measures won
VTV first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: VTV, SQLT

Today

0.0%most shared, VTV and SQLT

VTVSQLT

VTV—0.0%

SQLT0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

SQLT$48 − $20 = $28

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee