Compare · 2 funds side by side · dividends reinvested

SGLC and VTV

SGLCSummit Global Investments×VTVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,626VTV · best of the two

02 / 04

SGLC and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.0

SGI U.S. Large Cap Core ETFUS Stock Styles · Large cap0.85%0.21%+10.8%+14.6%+21.2%[…]−9.7%15.9%$236M2.0

Rank among the two1st → 2ndFee, 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: SGLC 2023 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

SGI U.S. Large Cap Core ETF · $236M[…]

SGLC

VTV

Vanguard Morningstar Value ETF · $184B$17,626

$10,000 five years ago, dividends reinvested · they hold 27.4% in common

SGLCMeasureVTV

+10.8%Year to dateJan 1 → Nov 5+19.0%

+14.6%1 yearTotal return+24.0%

+21.2%3 years · per year$10,000 became $17,809 · $17,832+21.3%

[…]5 years · per year$10,000 became […] · $17,626+12.0%

0.85%Expense ratio$85 · $3 a year on $10k · lower is better0.03%

0.21%Trailing 12-mo yield$21 · $186 a year on $10k1.86%

−9.7%Worst dropSmaller is better−6.4%

15.9%VolatilityLower is calmer10.7%

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

0–7VTV wins

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

More Ways to See the Pairs

SGLC vs VTV: Top 5 Holdings

Today

SGLC

29.5%in top 5

VTV

in top 515.8%

SGLCStockVTV

9.0%NVDAnot top 5

7.1%AAPLnot top 5

6.0%MSFTnot top 5

not top 5MU4.6%

4.2%AMZNnot top 5

3.4%GOOGLnot top 5

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common27.4%

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

SGLC vs VTV Returns, Every Period

Summit Global InvestmentsSGLC

+14.6%

past year

VTVVanguard

+24.0%

past year

SGLCVTVFaded: behind in that period

0–3VTV wins

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

SGLC vs VTV

YTD

Summit Global InvestmentsSGLC

+10.8%

VTVVanguard

+19.0%

+10.8%Year to date+19.0%

−9.7%Worst drop · 1Y−6.4%

15.9%Volatility · 1Y10.7%

0.2%Yield1.9%

$236MAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: SGLC, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SGLC0.85%$85

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

Yields: SGLC, VTV

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

SGLC0.21%$21

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

SGLC$21 − $85 = −$64

KeptFee

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

Overlap: SGLC, VTV

Today

27.4%most shared, SGLC and VTV

SGLCVTV

SGLC—27.4%

VTV27.4%—

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

Return vs Bumpiness: 2 ETFs

+24.0%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

SGLCWorst drop−9.7%15.9% vol

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

Paid More vs Made More

YTD

VTVSGLC

+19.0%Year to date+10.8%

1.9%Yield0.2%

+24.0%Past year+14.6%

0.03%Fee0.85%

4–0VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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