Compare · 3 funds side by side · dividends reinvested

SQLT, VTV and IVV

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

02 / 04

SQLT, VTV and IVV, 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%$184B1.1

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.8

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.49%[…][…][…][…][…][…]$7M3.0

Rank among the three1st → 3rdFee, 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: SQLT 2026 · VTV 2004 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

VTV

IVV

iShares Core S&P 500 ETF · $850B$17,151

$10,000 five years ago, dividends reinvested · they hold 43.4% in common

VTVMeasureIVV

+19.0%Year to dateJan 1 → Nov 5+8.4%

+24.0%1 yearTotal return+9.7%

+21.3%3 years · per year$10,000 became $17,832 · $18,221+22.1%

+12.0%5 years · per year$10,000 became $17,626 · $17,151+11.4%

0.03%Expense ratio$3 · $3 a year on $10k · lower is better0.03%

1.86%Trailing 12-mo yield$186 · $114 a year on $10k1.14%

−6.4%Worst dropSmaller is better−8.9%

10.7%VolatilityLower is calmer13.6%

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

6–1VTV wins

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

More Ways to See the Pairs

VTV vs IVV: Top 5 Holdings

Today

VTV

15.8%in top 5

IVV

in top 527.7%

VTVStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

4.6%MUnot top 5

not top 5AMZN3.9%

3.3%JPMnot top 5

2.9%BRK-Bnot top 5

not top 5GOOGL2.6%

2.6%XOMnot top 5

2.4%JNJnot top 5

Held in common43.4%

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

VTV vs IVV Returns, Every Period

VanguardVTV

+12.0%

5 years, per year

IVViShares

+11.4%

5 years, per year

VTVIVVFaded: behind in that period

3–1VTV wins

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

Stocks vs Core: VTV vs IVV

YTD

VanguardVTV

+19.0%

IVViShares

+8.4%

+19.0%Year to date+8.4%

−6.4%Worst drop · 1Y−8.9%

10.7%Volatility · 1Y13.6%

1.9%Yield1.1%

$184BAssets$850B

4–0VTV wins

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

Cost, Income and Risk

Fees: SQLT, VTV, IVV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IVV0.03%$3

SQLT0.20%$20

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

Yields: SQLT, VTV, IVV

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

IVV1.14%$114

SQLT0.49%$49

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

IVV$114 − $3 = $111

SQLT$49 − $20 = $29

KeptFee

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

Overlap: SQLT, VTV, IVV

Today

43.4%most shared, VTV and IVV

SQLTVTVIVV

SQLT—0.0%0.4%

VTV0.0%—43.4%

IVV0.4%43.4%—

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

Return vs Bumpiness: 3 ETFs

+24.0%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

IVVWorst drop−8.9%13.6% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

VTVIVV

+19.0%Year to date+8.4%

1.9%Yield1.1%

+24.0%Past year+9.7%

0.03%Fee0.03%

3–0VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026