Compare · 3 funds side by side · dividends reinvested

SQLV, VBR and IWF

SQLVFranklin Templeton×VBRVanguard×IWFiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,699IWF · best of the three

Story of the three · IncomeMost incomeVBR · 1.78% · $178 a year on $10k

Story of the three · RiskSmallest drop

SQLV, VBR and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.78%+18.8%+22.2%+18.2%+8.8%−8.9%14.4%$35.1B1.6

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.5%+28.9%+15.2%+7.1%−7.7%16.6%$40M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B2.4

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

End-of-day Nov 10, 2026 · returns include dividends · since: SQLV 2017 · VBR 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

3Y

Royce Quant Small-Cap Quality Value ETF · $40M$15,277

SQLV

IWF

iShares Russell 1000 Growth ETF · $117B$16,897

$10,000 three years ago, dividends reinvested · they hold 0.0% in common

SQLV

More Ways to See the Pairs

SQLV vs IWF: Top 5 Holdings

Today

SQLV

4.8%in top 5

IWF

in top 538.7%

SQLVStockIWF

not top 5NVDA13.3%

not top 5AAPL8.8%

not top 5MSFT6.5%

not top 5GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: SQLV, VBR, IWF

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

IWF0.18%$18

SQLV0.60%$60

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

Yields: SQLV, VBR, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

IWF

+23.5%Year to dateJan 1 → Nov 10−3.4%

+28.9%1 yearTotal return−2.9%

+15.2%3 years · per year$10,000 became $15,277 · $16,897+19.1%

+7.1%5 years · per year$10,000 became $14,078 · $15,699+9.4%

0.60%Expense ratio$60 · $18 a year on $10k · lower is better0.18%

1.02%Trailing 12-mo yield$102 · $38 a year on $10k0.38%

−7.7%Worst dropSmaller is better−14.6%

16.6%VolatilityLower is calmer19.5%

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

5–3SQLV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.8%

1.2%DXCnot top 5

1.0%KDnot top 5

0.9%EMBCnot top 5

0.9%HRBnot top 5

0.9%KSSnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

SQLV vs IWF Returns, Every Period

5Y

Franklin TempletonSQLV

+7.1%

5 years, per year

IWFiShares

+9.4%

5 years, per year

SQLVIWFFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

SQLV vs VBR

YTD

Franklin TempletonSQLV

+23.5%

VBRVanguard

+18.8%

+23.5%Year to date+18.8%

−7.7%Worst drop · 1Y−8.9%

16.6%Volatility · 1Y14.4%

1.0%Yield1.8%

$39.6MAssets$35.1B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.78%highest, VBR

FundTrailing yieldYield$10k

VBR1.78%$178

SQLV1.02%$102

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$173most kept, VBR

VBR$178 − $5 = $173

SQLV$102 − $60 = $42

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SQLV, VBR, IWF

Today

5.4%most shared, SQLV and VBR

SQLVVBRIWF

SQLV—5.4%0.0%

VBR5.4%—0.7%

IWF0.0%0.7%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+28.9%SQLV, at 16.6% volatility

VBRWorst drop−8.9%14.4% vol

SQLVWorst drop−7.7%16.6% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VBRSQLV

+18.8%Year to date+23.5%

1.8%Yield1.0%

+22.2%Past year+28.9%

0.05%Fee0.60%

2–2level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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SQLV, VBR and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three