Compare · 3 funds side by side · dividends reinvested

SQLV, IJR and VOO

SQLVFranklin Templeton×IJRiShares×VOOVanguard×

Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$19,094VOO · best of the three

02 / 04

SQLV, IJR and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.8

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+24.0%+28.7%+17.9%+7.6%−7.7%15.7%$40M2.0

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.3%+21.3%+19.0%+6.1%−9.7%15.8%$106B2.3

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

End-of-day Nov 3, 2026 · returns include dividends · since: SQLV 2017 · IJR 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $40M$14,436

SQLV

IJR

iShares Core S&P Small-Cap ETF · $106B$13,468

$10,000 five years ago, dividends reinvested · they hold 15.7% in common

SQLVMeasureIJR

+24.0%Year to dateJan 1 → Nov 3+18.3%

+28.7%1 yearTotal return+21.3%

+17.9%3 years · per year$10,000 became $16,392 · $16,862+19.0%

+7.6%5 years · per year$10,000 became $14,436 · $13,468+6.1%

0.60%Expense ratio$60 · $6 a year on $10k · lower is better0.06%

1.02%Trailing 12-mo yield$102 · $121 a year on $10k1.21%

−7.7%Worst dropSmaller is better−9.7%

15.7%VolatilityLower is calmer15.8%

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

5–3SQLV wins

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

More Ways to See the Pairs

SQLV vs IJR: Top 5 Holdings

Today

SQLV

4.6%in top 5

IJR

in top 53.1%

SQLVStockIJR

1.2%DXCnot top 5

0.9%KSSnot top 5

0.8%EMBCnot top 5

0.8%HRBnot top 5

0.8%QLYSnot top 5

not top 5GKOS0.8%

not top 5VSAT0.6%

not top 5PAYC0.6%

not top 5SM0.5%

not top 5MTCH0.5%

Held in common15.7%

End-of-day Nov 3, 2026 · share of each fund

SQLV vs IJR Returns, Every Period

Franklin TempletonSQLV

+7.6%

5 years, per year

IJRiShares

+6.1%

5 years, per year

SQLVIJRFaded: behind in that period

3–1SQLV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SQLV vs IJR

YTD

Franklin TempletonSQLV

+24.0%

IJRiShares

+18.3%

+24.0%Year to date+18.3%

−7.7%Worst drop · 1Y−9.7%

15.7%Volatility · 1Y15.8%

1.0%Yield1.2%

$39.8MAssets$106B

3–1SQLV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, IJR, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IJR0.06%$6

SQLV0.60%$60

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SQLV, IJR, VOO

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

VOO1.07%$107

SQLV1.02%$102

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

VOO$107 − $3 = $104

SQLV$102 − $60 = $42

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SQLV, IJR, VOO

Today

15.7%most shared, SQLV and IJR

SQLVIJRVOO

SQLV—15.7%0.0%

IJR15.7%—0.0%

VOO0.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+28.7%SQLV, at 15.7% volatility

VOOWorst drop−8.9%12.7% vol

SQLVWorst drop−7.7%15.7% vol

IJRWorst drop−9.7%15.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IJRSQLV

+18.3%Year to date+24.0%

1.2%Yield1.0%

+21.3%Past year+28.7%

0.06%Fee0.60%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026