Compare · 3 funds side by side · dividends reinvested

SQLV, VUG and VTI

SQLVFranklin Templeton×VUGVanguard×VTIVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,697VTI · best of the three

02 / 04

SQLV, VUG and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B1.5

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.7%+29.4%+16.2%+7.1%−7.7%16.6%$40M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: SQLV 2017 · VUG 2004 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $40M$15,678

SQLV

VUG

Vanguard Morningstar Growth ETF · $233B$18,569

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

SQLVMeasureVUG

+23.7%Year to dateJan 1 → Nov 9+4.2%

+29.4%1 yearTotal return+4.7%

+16.2%3 years · per year$10,000 became $15,678 · $18,569+22.9%

+7.1%5 years · per year$10,000 became $14,089 · $16,565+10.6%

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

1.02%Trailing 12-mo yield$102 · $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 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

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 5AVGO4.3%

1.3%DXCnot top 5

1.0%KDnot top 5

0.9%HRBnot top 5

0.9%EMBCnot top 5

0.9%KSSnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

SQLV vs VUG Returns, Every Period

Franklin TempletonSQLV

+7.1%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

SQLVVUGFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: SQLV vs VTI

YTD

Franklin TempletonSQLV

+23.7%

VTIVanguard

+11.6%

+23.7%Year to date+11.6%

−7.7%Worst drop · 1Y−8.9%

16.6%Volatility · 1Y13.9%

1.0%Yield1.1%

$39.8MAssets$689B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, VUG, VTI

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VTI0.03%$3

SQLV0.60%$60

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SQLV, VUG, VTI

1.06%highest, VTI

FundTrailing yieldYield$10k

VTI1.06%$106

SQLV1.02%$102

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, VTI

VTI$106 − $3 = $103

SQLV$102 − $60 = $42

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SQLV, VUG, VTI

Today

52.8%most shared, VUG and VTI

SQLVVUGVTI

SQLV—0.0%0.5%

VUG0.0%—52.8%

VTI0.5%52.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.4%SQLV, at 16.6% volatility

VTIWorst drop−8.9%13.9% vol

SQLVWorst drop−7.7%16.6% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VTISQLV

+11.6%Year to date+23.7%

1.1%Yield1.0%

+13.9%Past year+29.4%

0.03%Fee0.60%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026