Compare · 4 funds side by side · dividends reinvested

SQLV, VUG, SPY and IWF

SQLVFranklin Templeton×VUGVanguard×SPYSPDR×IWFiShares×

02 / 04

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,337SPY · best of the four

Story of the four · IncomeMost incomeSQLV · 1.03% · $103 a year on $10k

Story of the four · RiskSmallest drop

SQLV, VUG, SPY and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+11.9%+12.0%+21.6%+11.6%−8.9%13.7%$793B1.8

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.03%+22.5%+25.9%+15.5%+6.5%−7.7%16.6%$40M2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: SQLV 2017 · VUG 2004 · SPY 1993 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

3Y

Royce Quant Small-Cap Quality Value ETF · $40M$15,405

SQLV

More Ways to See the Pairs

SQLV vs VUG: Top 5 Holdings

Today

SQLV

4.9%in top 5

VUG

in top 545.2%

SQLVStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: SQLV, VUG, SPY, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SPY0.09%$9

IWF0.18%$18

SQLV0.60%$60

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

VUG

Vanguard Morningstar Growth ETF · $233B$18,215

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

SQLVMeasureVUG

+22.5%Year to dateJan 1 → Nov 12+4.9%

+25.9%1 yearTotal return+3.5%

+15.5%3 years · per year$10,000 became $15,405 · $18,215+22.1%

+6.5%5 years · per year$10,000 became $13,678 · $16,326+10.3%

0.60%Expense ratio$60 · $3 a year on $10k · lower is better0.03%

1.03%Trailing 12-mo yield$103 · $41 a year on $10k0.41%

−7.7%Worst dropSmaller is better−15.1%

16.6%VolatilityLower is calmer19.1%

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

5–3SQLV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

1.3%DXCnot top 5

1.0%KDnot top 5

0.9%EMBCnot top 5

0.9%KSSnot top 5

0.8%FHInot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

SQLV vs VUG Returns, Every Period

5Y

Franklin TempletonSQLV

+6.5%

5 years, per year

VUGVanguard

+10.3%

5 years, per year

SQLVVUGFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Core: SQLV vs SPY

YTD

Franklin TempletonSQLV

+22.5%

SPYSPDR

+11.9%

+22.5%Year to date+11.9%

−7.7%Worst drop · 1Y−8.9%

16.6%Volatility · 1Y13.7%

1.0%Yield1.0%

$39.6MAssets$793B

2–1SQLV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: SQLV, VUG, SPY, IWF

1Y

1.03%highest, SQLV

FundTrailing yieldYield$10k

SQLV1.03%$103

SPY1.00%$100

VUG0.41%$41

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$91most kept, SPY

SPY$100 − $9 = $91

SQLV$103 − $60 = $43

VUG$41 − $3 = $38

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SQLV, VUG, SPY, IWF

Today

77.8%most shared, VUG and IWF

SQLVVUGSPYIWF

SQLV—0.0%0.0%0.0%

VUG0.0%—55.2%77.8%

SPY0.0%55.2%—56.2%

IWF0.0%77.8%56.2%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+25.9%SQLV, at 16.6% volatility

SPYWorst drop−8.9%13.7% vol

SQLVWorst drop−7.7%16.6% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SQLVSPY

+22.5%Year to date+11.9%

1.0%Yield1.0%

+25.9%Past year+12.0%

0.60%Fee0.09%

2–1SQLV wins

End-of-day Nov 12, 2026

+4.9%Year to date+5.6%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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SQLV, VUG, SPY and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four