Compare · 4 funds side by side · dividends reinvested

SQLV, VUG, VO and DFAC

SQLVFranklin Templeton×VUGVanguard×VOVanguard×DFACDimensional×

Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$18,532VUG · best of the four

02 / 04

SQLV, VUG, VO and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B2.3

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$85.7B2.3

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.03%+22.6%+28.3%+16.8%+7.5%−7.7%16.5%$39M2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SQLV 2017 · VUG 2004 · VO 2004 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $39M$14,355

SQLV

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

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

SQLVMeasureVUG

+22.6%Year to dateJan 1 → Nov 5+0.5%

+28.3%1 yearTotal return−0.6%

+16.8%3 years · per year$10,000 became $15,951 · $18,532+22.8%

+7.5%5 years · per year$10,000 became $14,355 · $16,052+9.9%

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

1.03%Trailing 12-mo yield$103 · $43 a year on $10k0.43%

−7.7%Worst dropSmaller is better−15.1%

16.5%VolatilityLower is calmer19.0%

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

5–3SQLV wins

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

More Ways to See the Pairs

SQLV vs VUG: Top 5 Holdings

Today

SQLV

4.5%in top 5

VUG

in top 545.2%

SQLVStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

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 common0.0%

End-of-day Nov 5, 2026 · share of each fund

SQLV vs VUG Returns, Every Period

Franklin TempletonSQLV

+7.5%

5 years, per year

VUGVanguard

+9.9%

5 years, per year

SQLVVUGFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SQLV vs VO

YTD

Franklin TempletonSQLV

+22.6%

VOVanguard

+10.7%

+22.6%Year to date+10.7%

−7.7%Worst drop · 1Y−8.2%

16.5%Volatility · 1Y12.9%

1.0%Yield1.4%

$39.4MAssets$103B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, VUG, VO, DFAC

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

DFAC0.21%$21

SQLV0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SQLV, VUG, VO, DFAC

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

SQLV1.03%$103

DFAC0.90%$90

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFAC$90 − $21 = $69

SQLV$103 − $60 = $43

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SQLV, VUG, VO, DFAC

Today

36.2%most shared, VUG and DFAC

SQLVVUGVODFAC

SQLV—0.0%0.0%2.0%

VUG0.0%—10.2%36.2%

VO0.0%10.2%—19.6%

DFAC2.0%36.2%19.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+28.3%SQLV, at 16.5% volatility

VOWorst drop−8.2%12.9% vol

DFACWorst drop−8.5%12.9% vol

SQLVWorst drop−7.7%16.5% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VOSQLV

+10.7%Year to date+22.6%

1.4%Yield1.0%

+12.4%Past year+28.3%

0.03%Fee0.60%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026