Compare · 3 funds side by side · dividends reinvested

SQLV, VIG and VUG

SQLVFranklin Templeton×VIGVanguard×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,638VIG · best of the three

02 / 04

SQLV, VIG and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.6

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 · VIG 2006 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

YTD

Royce Quant Small-Cap Quality Value ETF · $40M$12,365

SQLV

VIG

Vanguard Dividend Appreciation ETF · $109B$11,479

$10,000 since Jan 1, dividends reinvested · they hold 0.2% in common

SQLVMeasureVIG

+23.7%Year to dateJan 1 → Nov 9+14.8%

+29.4%1 yearTotal return+17.6%

+16.2%3 years · per year$10,000 became $15,678 · $16,775+18.8%

+7.1%5 years · per year$10,000 became $14,089 · $16,638+10.7%

0.60%Expense ratio$60 · $4 a year on $10k · lower is better0.04%

1.02%Trailing 12-mo yield$102 · $146 a year on $10k1.46%

−7.7%Worst dropSmaller is better−7.9%

16.6%VolatilityLower is calmer11.0%

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

3–5VIG 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 VIG: Top 5 Holdings

Today

SQLV

4.9%in top 5

VIG

in top 522.1%

SQLVStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

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 common0.2%

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

SQLV vs VIG Returns, Every Period

Franklin TempletonSQLV

+7.1%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

SQLVVIGFaded: behind in that period

2–2Level

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

Stocks vs Income: SQLV vs VIG

YTD

Franklin TempletonSQLV

+23.7%

VIGVanguard

+14.8%

+23.7%Year to date+14.8%

−7.7%Worst drop · 1Y−7.9%

16.6%Volatility · 1Y11.0%

1.0%Yield1.5%

$39.8MAssets$109B

2–2level

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

Cost, Income and Risk

Fees: SQLV, VIG, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

SQLV0.60%$60

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

Yields: SQLV, VIG, VUG

1.46%highest, VIG

FundTrailing yieldYield$10k

VIG1.46%$146

SQLV1.02%$102

VUG0.41%$41

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

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

SQLV$102 − $60 = $42

VUG$41 − $3 = $38

KeptFee

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

Overlap: SQLV, VIG, VUG

Today

26.4%most shared, VIG and VUG

SQLVVIGVUG

SQLV—0.2%0.0%

VIG0.2%—26.4%

VUG0.0%26.4%—

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

VIGWorst drop−7.9%11.0% 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

VIGSQLV

+14.8%Year to date+23.7%

1.5%Yield1.0%

+17.6%Past year+29.4%

0.04%Fee0.60%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026