Compare · 2 funds side by side · dividends reinvested

SQLV and IVV

SQLVFranklin Templeton×IVViShares×

Versus in desk

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

02 / 04

SQLV 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%$850B1.4

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%$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 6, 2026 · returns include dividends · since: SQLV 2017 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

SQLV

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

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

IVVMeasureSQLV

+8.7%Year to dateJan 1 → Nov 6+21.1%

+9.8%1 yearTotal return+25.3%

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

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

0.03%Expense ratio$3 · $60 a year on $10k · lower is better0.60%

1.14%Trailing 12-mo yield$114 · $104 a year on $10k1.04%

−8.9%Worst dropSmaller is better−7.7%

13.6%VolatilityLower is calmer16.5%

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

5–3IVV wins

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

More Ways to See the Pairs

IVV vs SQLV: Top 5 Holdings

Today

IVV

27.8%in top 5

SQLV

in top 54.8%

IVVStockSQLV

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5DXC1.2%

not top 5KD1.0%

not top 5KSS0.9%

not top 5EMBC0.9%

not top 5HRB0.9%

Held in common0.0%

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

IVV vs SQLV Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

SQLVFranklin Templeton

+7.2%

5 years, per year

IVVSQLVFaded: behind in that period

2–2Level

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

Core vs Stocks: IVV vs SQLV

YTD

iSharesIVV

+8.7%

SQLVFranklin Templeton

+21.1%

+8.7%Year to date+21.1%

−8.9%Worst drop · 1Y−7.7%

13.6%Volatility · 1Y16.5%

1.1%Yield1.0%

$850BAssets$39.4M

2–2level

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

Cost, Income and Risk

Fees: SQLV, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SQLV0.60%$60

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

Yields: SQLV, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SQLV1.04%$104

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SQLV$104 − $60 = $44

KeptFee

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

Overlap: SQLV, IVV

Today

0.0%most shared, SQLV and IVV

SQLVIVV

SQLV—0.0%

IVV0.0%—

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

Return vs Bumpiness: 2 ETFs

+25.3%SQLV, at 16.5% volatility

IVVWorst drop−8.9%13.6% 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

IVVSQLV

+8.7%Year to date+21.1%

1.1%Yield1.0%

+9.8%Past year+25.3%

0.03%Fee0.60%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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