Compare · 3 funds side by side · dividends reinvested

SQLV, IJR and IVV

SQLVFranklin Templeton×IJRiShares×IVViShares×

Story of the three · Growth1Y$10,000 one year agoDividends reinvested · all three on one scale$12,526SQLV · best of the three

02 / 04

SQLV, IJR and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.8

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.04%+21.1%+25.3%+16.2%+7.2%−7.7%16.5%$39M2.1

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B2.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: SQLV 2017 · IJR 2000 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $39M$14,141

SQLV

IVV

iShares Core S&P 500 ETF · $850B$17,177

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

SQLVMeasureIVV

+21.1%Year to dateJan 1 → Nov 6+8.7%

+25.3%1 yearTotal return+9.8%

+16.2%3 years · per year$10,000 became $15,694 · $18,084+21.8%

+7.2%5 years · per year$10,000 became $14,141 · $17,177+11.4%

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

1.04%Trailing 12-mo yield$104 · $114 a year on $10k1.14%

−7.7%Worst dropSmaller is better−8.9%

16.5%VolatilityLower is calmer13.6%

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

3–5IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SQLV vs IVV: Top 5 Holdings

Today

SQLV

4.8%in top 5

IVV

in top 527.8%

SQLVStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.2%DXCnot top 5

1.0%KDnot top 5

0.9%KSSnot top 5

0.9%EMBCnot top 5

0.9%HRBnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

SQLV vs IVV Returns, Every Period

Franklin TempletonSQLV

+7.2%

5 years, per year

IVViShares

+11.4%

5 years, per year

SQLVIVVFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SQLV vs IJR

YTD

Franklin TempletonSQLV

+21.1%

IJRiShares

+15.5%

+21.1%Year to date+15.5%

−7.7%Worst drop · 1Y−9.7%

16.5%Volatility · 1Y16.2%

1.0%Yield1.2%

$39.4MAssets$104B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, IJR, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

IJR0.06%$6

SQLV0.60%$60

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SQLV, IJR, IVV

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

IVV1.14%$114

SQLV1.04%$104

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

IVV$114 − $3 = $111

SQLV$104 − $60 = $44

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SQLV, IJR, IVV

Today

15.2%most shared, SQLV and IJR

SQLVIJRIVV

SQLV—15.2%0.0%

IJR15.2%—0.0%

IVV0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+25.3%SQLV, at 16.5% volatility

IVVWorst drop−8.9%13.6% vol

IJRWorst drop−9.7%16.2% vol

SQLVWorst drop−7.7%16.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJRSQLV

+15.5%Year to date+21.1%

1.2%Yield1.0%

+17.6%Past year+25.3%

0.06%Fee0.60%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026