Compare · 3 funds side by side · dividends reinvested

SQLV, VIG and VUG

SQLVFranklin Templeton×VIGVanguard×VUGVanguard×

Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$19,712VUG · best of the three

02 / 04

SQLV, VIG and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.8

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%0.99%+27.7%+33.0%+18.7%+8.7%−7.7%16.0%$41M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: SQLV 2017 · VIG 2006 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $41M$15,155

SQLV

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

SQLVMeasureVIG

+27.7%Year to dateJan 1 → Nov 4+16.4%

+33.0%1 yearTotal return+18.9%

+18.7%3 years · per year$10,000 became $16,710 · $17,533+20.6%

+8.7%5 years · per year$10,000 became $15,155 · $17,005+11.2%

0.60%Expense ratio$60 · $4 a year on $10k · lower is better0.04%

0.99%Trailing 12-mo yield$99 · $144 a year on $10k1.44%

−7.7%Worst dropSmaller is better−7.9%

16.0%VolatilityLower is calmer10.2%

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

3–5VIG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SQLV vs VIG: Top 5 Holdings

Today

SQLV

4.5%in top 5

VIG

in top 522.1%

SQLVStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

1.1%DXCnot top 5

0.9%KSSnot top 5

0.9%HRBnot top 5

0.8%EMBCnot top 5

0.8%QLYSnot top 5

Held in common0.2%

End-of-day Nov 4, 2026 · share of each fund

SQLV vs VIG Returns, Every Period

Franklin TempletonSQLV

+8.7%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

SQLVVIGFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SQLV vs VIG

YTD

Franklin TempletonSQLV

+27.7%

VIGVanguard

+16.4%

+27.7%Year to date+16.4%

−7.7%Worst drop · 1Y−7.9%

16.0%Volatility · 1Y10.2%

1.0%Yield1.4%

$41.0MAssets$109B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, VIG, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

SQLV0.60%$60

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SQLV, VIG, VUG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

SQLV0.99%$99

VUG0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

SQLV$99 − $60 = $39

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SQLV, VIG, VUG

Today

26.4%most shared, VIG and VUG

SQLVVIGVUG

SQLV—0.2%0.0%

VIG0.2%—26.4%

VUG0.0%26.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+33.0%SQLV, at 16.0% volatility

VIGWorst drop−7.9%10.2% vol

SQLVWorst drop−7.7%16.0% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VIGSQLV

+16.4%Year to date+27.7%

1.4%Yield1.0%

+18.9%Past year+33.0%

0.04%Fee0.60%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026