Compare · 3 funds side by side · dividends reinvested

SQLT, VBR and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

SQLT, VBR and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.77%+19.4%+23.4%+20.8%+9.6%−8.9%13.9%$35.1B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.8

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M2.5

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: SQLT 2026 · VBR 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,849

VBR

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7M[…]

$10,000 five years ago, dividends reinvested · they hold 28.4% in common

VBRMeasureSQLT

+19.4%Year to dateJan 1 → Nov 4[…]

+23.4%1 yearTotal return[…]

+20.8%3 years · per year$10,000 became $17,630 · […][…]

+9.6%5 years · per year$10,000 became $15,849 · […][…]

0.05%Expense ratio$5 · $20 a year on $10k · lower is better0.20%

1.77%Trailing 12-mo yield$177 · $48 a year on $10k0.48%

−8.9%Worst dropSmaller is better[…]

13.9%VolatilityLower is calmer[…]

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

2–0VBR wins

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

More Ways to See the Pairs

VBR vs SQLT: Top 5 Holdings

Today

VBR

3.3%in top 5

SQLT

in top 54.9%

VBRStockSQLT

not top 5NFG1.1%

not top 5MANH1.1%

not top 5EXEL0.9%

not top 5MEDP0.9%

not top 5RGLD0.8%

0.8%MRNAnot top 5

0.7%JBLnot top 5

0.6%WSMnot top 5

0.6%ATOnot top 5

0.6%FFIVnot top 5

Held in common28.4%

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

VBR vs SQLT Returns, Every Period

VanguardVBR

+23.4%

past year

SQLTiShares

[…]

past year

Returns […]

VBRSQLTFaded: behind in that period

0–0Level

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

VBR vs SQLT

YTD

VanguardVBR

+19.4%

SQLTiShares

[…]

+19.4%Year to date[…]

−8.9%Worst drop · 1Y[…]

13.9%Volatility · 1Y[…]

1.8%Yield0.5%

$35.1BAssets$6.9M

1–0VBR wins

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

Cost, Income and Risk

Fees: SQLT, VBR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VBR0.05%$5

SQLT0.20%$20

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

Yields: SQLT, VBR, VUG

1.77%highest, VBR

FundTrailing yieldYield$10k

VBR1.77%$177

SQLT0.48%$48

VUG0.40%$40

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

Income After Fees on $10,000

$172most kept, VBR

VBR$177 − $5 = $172

VUG$40 − $3 = $37

SQLT$48 − $20 = $28

KeptFee

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

Overlap: SQLT, VBR, VUG

Today

28.4%most shared, SQLT and VBR

SQLTVBRVUG

SQLT—28.4%0.0%

VBR28.4%—0.0%

VUG0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+23.4%VBR, at 13.9% volatility

VBRWorst drop−8.9%13.9% vol

VUGWorst drop−16.1%18.2% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

VBRVUG

+19.4%Year to date+6.3%

1.8%Yield0.4%

+23.4%Past year+3.4%

0.05%Fee0.03%

3–1VBR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026