Compare · 2 funds side by side · dividends reinvested

SQLV and VBR

SQLVFranklin Templeton×VBRVanguard×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,958VBR · best of the two

Story of the two · IncomeMost incomeVBR · 1.80% · $180 a year on $10k

Story of the two · RiskSmallest drop

SQLV and VBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.80%+17.8%+20.3%+18.5%+8.4%−8.9%14.4%$35.1B1.4

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%$39M1.6

Rank among the two1st → 2ndFee, 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 · VBR 2004

Head to Head

Swap sides Versus in desk

Head to Head

YTD

Royce Quant Small-Cap Quality Value ETF · $39M$12,251

SQLV

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$11,779

$10,000 since Jan 1, dividends reinvested · they hold 5.4% in common

SQLVMeasureVBR

+22.5%

More Ways to See the Pairs

SQLV vs VBR: Top 5 Holdings

Today

SQLV

4.9%in top 5

VBR

in top 53.3%

SQLVStockVBR

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

Cost, Income and Risk

Fees: SQLV, VBR

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

SQLV0.60%$60

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

Yields: SQLV, VBR

1Y

1.80%highest, VBR

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+17.8%

+25.9%1 yearTotal return+20.3%

+15.5%3 years · per year$10,000 became $15,405 · $16,638+18.5%

+6.5%5 years · per year$10,000 became $13,678 · $14,958+8.4%

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

1.03%Trailing 12-mo yield$103 · $180 a year on $10k1.80%

−7.7%Worst dropSmaller is better−8.9%

16.6%VolatilityLower is calmer14.4%

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

3–5VBR wins

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

not top 5MRNA0.8%

not top 5JBL0.7%

not top 5WSM0.6%

not top 5ATO0.6%

not top 5FFIV0.6%

Held in common5.4%

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

SQLV vs VBR Returns, Every Period

5Y

Franklin TempletonSQLV

+6.5%

5 years, per year

VBRVanguard

+8.4%

5 years, per year

SQLVVBRFaded: behind in that period

2–2Level

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

SQLV vs VBR

YTD

Franklin TempletonSQLV

+22.5%

VBRVanguard

+17.8%

+22.5%Year to date+17.8%

−7.7%Worst drop · 1Y−8.9%

16.6%Volatility · 1Y14.4%

1.0%Yield1.8%

$39.3MAssets$35.1B

2–2level

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

$10k

VBR1.80%$180

SQLV1.03%$103

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

Income After Fees on $10,000

1Y

$175most kept, VBR

VBR$180 − $5 = $175

SQLV$103 − $60 = $43

KeptFee

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

Overlap: SQLV, VBR

Today

5.4%most shared, SQLV and VBR

SQLVVBR

SQLV—5.4%

VBR5.4%—

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

Return vs Bumpiness: 2 ETFs

1Y

+25.9%SQLV, at 16.6% volatility

VBRWorst drop−8.9%14.4% vol

SQLVWorst drop−7.7%16.6% vol

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

Paid More vs Made More

YTD

VBRSQLV

+17.8%Year to date+22.5%

1.8%Yield1.0%

+20.3%Past year+25.9%

0.05%Fee0.60%

2–2level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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SQLV and VBR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two