VTV vs SQLV

AVTV

BSQLV

Measures won6–0VTV wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV · SQLV $15,155

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 SQLV

VTV

SQLV

Vanguard Morningstar Value ETF · $184BRoyce Quant Small-Cap Quality Value ETF · $40M

+22.9%3 years · per year$18,551 · $16,710+18.7%

+12.9%5 years · per year$18,352 · $15,155+8.7%

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

1.80%12-mo yield$180 · $99 on $10k0.99%

−6.4%Worst dropSmaller wins−7.7%

10.2%VolatilityLower wins16.0%

6–0VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVTV · SQLV

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	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk		0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$40M

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	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk		0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$40M

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 SQLV

VTV

Vanguard Morningstar Value

$18,352

SQLV

Royce Quant Small-Cap Quality Value

$15,155

MeasureVTVSQLV

Fee0.03%0.60%

Cost on $10k a year$3$60

Yield1.80%0.99%

5 years, per year+12.9%+8.7%

3 years, per year+22.9%+18.7%

Worst drop · 1Y−6.4%−7.7%

Volatility · 1Y10.2%16.0%

6–0measures 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, SQLV

Today

0.0%most shared, VTV and SQLV

VTVSQLV

VTV—0.0%

SQLV0.0%—

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

SQLV$99 − $60 = $39

KeptFee

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