Compare · 3 funds side by side · dividends reinvested

SQLV, VIG and VO

SQLVFranklin Templeton×VIGVanguard×VOVanguard×

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

02 / 04

SQLV, VIG and VO, 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%$109B1.5

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%$40M2.1

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.4

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 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

SQLV

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

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

SQLVMeasureVO

+23.7%Year to dateJan 1 → Nov 9+13.6%

+29.4%1 yearTotal return+15.6%

+16.2%3 years · per year$10,000 became $15,678 · $16,763+18.8%

+7.1%5 years · per year$10,000 became $14,089 · $13,867+6.8%

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

1.02%Trailing 12-mo yield$102 · $135 a year on $10k1.35%

−7.7%Worst dropSmaller is better−8.2%

16.6%VolatilityLower is calmer13.1%

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

4–4Level

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 VO: Top 5 Holdings

Today

SQLV

4.9%in top 5

in top 55.3%

SQLVStockVO

1.3%DXCnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

1.0%KDnot top 5

0.9%HRBnot top 5

0.9%EMBCnot top 5

0.9%KSSnot top 5

Held in common0.0%

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

SQLV vs VO Returns, Every Period

Franklin TempletonSQLV

+7.1%

5 years, per year

VOVanguard

+6.8%

5 years, per year

SQLVVOFaded: behind in that period

3–1SQLV wins

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, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VIG0.04%$4

SQLV0.60%$60

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

Yields: SQLV, VIG, VO

1.46%highest, VIG

FundTrailing yieldYield$10k

VIG1.46%$146

VO1.35%$135

SQLV1.02%$102

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

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

VO$135 − $3 = $132

SQLV$102 − $60 = $42

KeptFee

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

Overlap: SQLV, VIG, VO

Today

13.5%most shared, VIG and VO

SQLVVIGVO

SQLV—0.2%0.0%

VIG0.2%—13.5%

VO0.0%13.5%—

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

VOWorst drop−8.2%13.1% 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

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

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

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