Compare · 3 funds side by side · dividends reinvested

IVV, SQLV and VTV

IVViShares×SQLVFranklin Templeton×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,865VTV · best of the three

02 / 04

IVV, SQLV and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.4

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.1

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%$39M2.4

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: IVV 2000 · SQLV 2017 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

SQLV

Royce Quant Small-Cap Quality Value ETF · $39M$14,089

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

IVVMeasureSQLV

+8.7%Year to dateJan 1 → Nov 9+23.7%

+9.8%1 yearTotal return+29.4%

+21.8%3 years · per year$10,000 became $18,084 · $15,678+16.2%

+11.4%5 years · per year$10,000 became $17,177 · $14,089+7.1%

0.03%Expense ratio$3 · $60 a year on $10k · lower is better0.60%

1.14%Trailing 12-mo yield$114 · $102 a year on $10k1.02%

−8.9%Worst dropSmaller is better−7.7%

13.6%VolatilityLower is calmer16.6%

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

5–3IVV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs SQLV: Top 5 Holdings

Today

IVV

27.8%in top 5

SQLV

in top 54.8%

IVVStockSQLV

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5DXC1.2%

not top 5KD1.0%

not top 5KSS0.9%

not top 5EMBC0.9%

not top 5HRB0.9%

Held in common0.0%

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

IVV vs SQLV Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

SQLVFranklin Templeton

+7.1%

5 years, per year

IVVSQLVFaded: behind in that period

2–2Level

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

Core vs Stocks: IVV vs VTV

YTD

iSharesIVV

+8.7%

VTVVanguard

+20.9%

+8.7%Year to date+20.9%

−8.9%Worst drop · 1Y−6.4%

13.6%Volatility · 1Y10.8%

1.1%Yield1.8%

$853BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: IVV, SQLV, VTV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTV0.03%$3

SQLV0.60%$60

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

Yields: IVV, SQLV, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

IVV1.14%$114

SQLV1.02%$102

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IVV$114 − $3 = $111

SQLV$102 − $60 = $42

KeptFee

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

Overlap: IVV, SQLV, VTV

Today

44.0%most shared, IVV and VTV

IVVSQLVVTV

IVV—0.0%44.0%

SQLV0.0%—0.0%

VTV44.0%0.0%—

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

VTVWorst drop−6.4%10.8% vol

IVVWorst drop−8.9%13.6% 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

VTVSQLV

+20.9%Year to date+23.7%

1.8%Yield1.0%

+25.4%Past year+29.4%

0.03%Fee0.60%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+8.7%

+11.3%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

1–0VOO wins

End-of-day Nov 9, 2026