Compare · 2 funds side by side · dividends reinvested

SQLV and VBR

SQLVFranklin Templeton×VBRVanguard×

Versus in desk

Story of the two · Growth1Y$10,000 one year agoDividends reinvested · both on one scale$12,942SQLV · best of the two

02 / 04

SQLV and VBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.78%+18.9%+24.0%+19.1%+8.8%−8.9%14.4%$35.1B1.4

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%$40M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

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

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $40M$14,089

SQLV

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,273

$10,000 five years ago, dividends reinvested · they hold 5.4% in common

SQLVMeasureVBR

+23.7%Year to dateJan 1 → Nov 9+18.9%

+29.4%1 yearTotal return+24.0%

+16.2%3 years · per year$10,000 became $15,678 · $16,888+19.1%

+7.1%5 years · per year$10,000 became $14,089 · $15,273+8.8%

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

1.02%Trailing 12-mo yield$102 · $178 a year on $10k1.78%

−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 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

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%HRBnot top 5

0.9%EMBCnot top 5

0.9%KSSnot top 5

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 9, 2026 · share of each fund

SQLV vs VBR Returns, Every Period

Franklin TempletonSQLV

+7.1%

5 years, per year

VBRVanguard

+8.8%

5 years, per year

SQLVVBRFaded: behind in that period

2–2Level

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

SQLV vs VBR

YTD

Franklin TempletonSQLV

+23.7%

VBRVanguard

+18.9%

+23.7%Year to date+18.9%

−7.7%Worst drop · 1Y−8.9%

16.6%Volatility · 1Y14.4%

1.0%Yield1.8%

$39.8MAssets$35.1B

2–2level

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

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 9, 2026 · fee on $10,000 a year

Yields: SQLV, VBR

1.78%highest, VBR

FundTrailing yieldYield$10k

VBR1.78%$178

SQLV1.02%$102

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

Income After Fees on $10,000

$173most kept, VBR

VBR$178 − $5 = $173

SQLV$102 − $60 = $42

KeptFee

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

Return vs Bumpiness: 2 ETFs

+29.4%SQLV, at 16.6% volatility

VBRWorst drop−8.9%14.4% vol

SQLVWorst drop−7.7%16.6% vol

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

Paid More vs Made More

YTD

VBRSQLV

+18.9%Year to date+23.7%

1.8%Yield1.0%

+24.0%Past year+29.4%

0.05%Fee0.60%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026