Compare · 3 funds side by side · dividends reinvested

SQLV, IJH and VUG

SQLVFranklin Templeton×IJHiShares×VUGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,557VUG · best of the three

Story of the three · IncomeMost incomeIJH · 1.21% · $121 a year on $10k

Story of the three · RiskSmallest drop

SQLV, IJH and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+14.2%+15.9%+16.7%+6.9%−8.8%15.7%$126B1.8

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.9%+28.0%+15.7%+6.6%−7.7%16.6%$40M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: SQLV 2017 · IJH 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

3Y

Royce Quant Small-Cap Quality Value ETF · $40M$15,474

SQLV

IJH

iShares Core S&P Mid-Cap ETF · $126B$15,885

$10,000 three years ago, dividends reinvested · they hold 2.7% in common

SQLV

More Ways to See the Pairs

SQLV vs IJH: Top 5 Holdings

Today

SQLV

4.9%in top 5

IJH

in top 53.6%

SQLVStockIJH

1.3%DXCnot top 5

1.0%KDnot top 5

0.9%KSSnot top 5

0.9%EMBCnot top 5

0.8%FHInot top 5

Cost, Income and Risk

Fees: SQLV, IJH, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJH0.05%$5

SQLV0.60%$60

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: SQLV, IJH, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

IJH

+23.9%Year to dateJan 1 → Nov 11+14.2%

+28.0%1 yearTotal return+15.9%

+15.7%3 years · per year$10,000 became $15,474 · $15,885+16.7%

+6.6%5 years · per year$10,000 became $13,771 · $13,928+6.9%

0.60%Expense ratio$60 · $5 a year on $10k · lower is better0.05%

1.02%Trailing 12-mo yield$102 · $121 a year on $10k1.21%

−7.7%Worst dropSmaller is better−8.8%

16.6%VolatilityLower is calmer15.7%

SQLVIJH Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5IJH wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5FTI0.7%

not top 5UTHR0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

Held in common2.7%

End-of-day Nov 11, 2026 · share of each fund

SQLV vs IJH Returns, Every Period

5Y

Franklin TempletonSQLV

+6.6%

5 years, per year

IJHiShares

+6.9%

5 years, per year

SQLVIJHFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

SQLV vs IJH

YTD

Franklin TempletonSQLV

+23.9%

IJHiShares

+14.2%

+23.9%Year to date+14.2%

−7.7%Worst drop · 1Y−8.8%

16.6%Volatility · 1Y15.7%

1.0%Yield1.2%

$39.6MAssets$126B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

SQLV1.02%$102

VUG0.41%$41

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$116most kept, IJH

IJH$121 − $5 = $116

SQLV$102 − $60 = $42

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SQLV, IJH, VUG

Today

2.7%most shared, SQLV and IJH

SQLVIJHVUG

SQLV—2.7%0.0%

IJH2.7%—0.0%

VUG0.0%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+28.0%SQLV, at 16.6% volatility

IJHWorst drop−8.8%15.7% vol

SQLVWorst drop−7.7%16.6% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

IJHSQLV

+14.2%Year to date+23.9%

1.2%Yield1.0%

+15.9%Past year+28.0%

0.05%Fee0.60%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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SQLV, IJH and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three