Compare · 3 funds side by side · dividends reinvested

SGLC, VTV and IWF

SGLCSummit Global Investments×VTVVanguard×IWFiShares×

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,885VTV · best of the three

Story of the three · IncomeMost incomeVTV · 1.82% · $182 a year on $10k

Story of the three · RiskSmallest drop

SGLC, VTV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.82%+21.7%+24.0%+21.2%+12.3%−6.4%10.8%$184B1.1

SGI U.S. Large Cap Core ETFUS Stock Styles · Large cap0.85%0.20%+15.7%+17.9%+21.3%[…]−9.7%16.1%$224M2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: SGLC 2023 · VTV 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

SGI U.S. Large Cap Core ETF · $224M[…]

SGLC

VTV

Vanguard Morningstar Value ETF · $184B$17,885

$10,000 five years ago, dividends reinvested · they hold 28.3% in common

SGLCMeasure

More Ways to See the Pairs

SGLC vs VTV: Top 5 Holdings

Today

SGLC

29.0%in top 5

VTV

in top 515.8%

SGLCStockVTV

8.2%NVDAnot top 5

7.6%AAPLnot top 5

6.1%MSFTnot top 5

not top 5MU4.6%

4.2%AMZNnot top 5

Cost, Income and Risk

Fees: SGLC, VTV, IWF

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWF0.18%$18

SGLC0.85%$85

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: SGLC, VTV, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.7%

SCHVSchwab

+19.2%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

VTV

+15.7%Year to dateJan 1 → Nov 12+21.7%

+17.9%1 yearTotal return+24.0%

+21.3%3 years · per year$10,000 became $17,864 · $17,795+21.2%

[…]5 years · per year$10,000 became […] · $17,885+12.3%

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

0.20%Trailing 12-mo yield$20 · $182 a year on $10k1.82%

−9.7%Worst dropSmaller is better−6.4%

16.1%VolatilityLower is calmer10.8%

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

1–6VTV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5JPM3.3%

not top 5BRK-B2.9%

2.9%GOOGLnot top 5

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common28.3%

End-of-day Nov 12, 2026 · share of each fund

SGLC vs VTV Returns, Every Period

1Y

Summit Global InvestmentsSGLC

+17.9%

past year

VTVVanguard

+24.0%

past year

SGLCVTVFaded: behind in that period

1–2VTV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

SGLC vs VTV

YTD

Summit Global InvestmentsSGLC

+15.7%

VTVVanguard

+21.7%

+15.7%Year to date+21.7%

−9.7%Worst drop · 1Y−6.4%

16.1%Volatility · 1Y10.8%

0.2%Yield1.8%

$224MAssets$184B

4–0VTV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.82%highest, VTV

FundTrailing yieldYield$10k

VTV1.82%$182

IWF0.37%$37

SGLC0.20%$20

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

Income After Fees on $10,000

1Y

$179most kept, VTV

VTV$182 − $3 = $179

IWF$37 − $18 = $19

SGLC$20 − $85 = −$65

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SGLC, VTV, IWF

Today

51.0%most shared, SGLC and IWF

SGLCVTVIWF

SGLC—28.3%51.0%

VTV28.3%—12.1%

IWF51.0%12.1%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+24.0%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

SGLCWorst drop−9.7%16.1% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

VTVSGLC

+21.7%Year to date+15.7%

1.8%Yield0.2%

+24.0%Past year+17.9%

0.03%Fee0.85%

4–0VTV wins

End-of-day Nov 12, 2026

+21.7%Year to date+19.2%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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SGLC, VTV and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three