Compare · 4 funds side by side · dividends reinvested

SQLV, IJH, QQQ and VO

SQLVFranklin Templeton×IJHiShares×QQQInvesco×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,068QQQ · best of the four

02 / 04

SQLV, IJH, QQQ and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.1

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%$40M2.4

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$125B2.4

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B3.1

Rank among the four1st → 4thFee, 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: SQLV 2017 · IJH 2000 · QQQ 1999 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $40M$14,089

SQLV

IJH

iShares Core S&P Mid-Cap ETF · $125B$14,049

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

SQLVMeasureIJH

+23.7%Year to dateJan 1 → Nov 9+13.6%

+29.4%1 yearTotal return+17.5%

+16.2%3 years · per year$10,000 became $15,678 · $15,960+16.9%

+7.1%5 years · per year$10,000 became $14,089 · $14,049+7.0%

0.60%Expense ratio$60 · $5 a year on $10k · lower is better0.05%

1.02%Trailing 12-mo yield$102 · $121 a year on $10k1.21%

−7.7%Worst dropSmaller is better−8.8%

16.6%VolatilityLower is calmer15.8%

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

4–4Level

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

More Ways to See the Pairs

SQLV vs IJH: Top 5 Holdings

Today

SQLV

4.9%in top 5

IJH

in top 53.5%

SQLVStockIJH

1.3%DXCnot top 5

1.0%KDnot top 5

0.9%HRBnot top 5

0.9%EMBCnot top 5

0.9%KSSnot top 5

not top 5FTI0.7%

not top 5UTHR0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

Held in common2.7%

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

SQLV vs IJH Returns, Every Period

Franklin TempletonSQLV

+7.1%

5 years, per year

IJHiShares

+7.0%

5 years, per year

SQLVIJHFaded: behind in that period

3–1SQLV wins

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

SQLV vs VO

YTD

Franklin TempletonSQLV

+23.7%

VOVanguard

+13.6%

+23.7%Year to date+13.6%

−7.7%Worst drop · 1Y−8.2%

16.6%Volatility · 1Y13.1%

1.0%Yield1.4%

$39.8MAssets$103B

2–2level

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

Cost, Income and Risk

Fees: SQLV, IJH, QQQ, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJH0.05%$5

QQQ0.18%$18

SQLV0.60%$60

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

Yields: SQLV, IJH, QQQ, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

IJH1.21%$121

SQLV1.02%$102

QQQ0.46%$46

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IJH$121 − $5 = $116

SQLV$102 − $60 = $42

QQQ$46 − $18 = $28

KeptFee

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

Overlap: SQLV, IJH, QQQ, VO

Today

9.2%most shared, QQQ and VO

SQLVIJHQQQVO

SQLV—2.7%0.0%0.0%

IJH2.7%—0.0%0.2%

QQQ0.0%0.0%—9.2%

VO0.0%0.2%9.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+29.4%SQLV, at 16.6% volatility

VOWorst drop−8.2%13.1% vol

IJHWorst drop−8.8%15.8% vol

SQLVWorst drop−7.7%16.6% vol

QQQWorst drop−14.8%21.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOSQLV

+13.6%Year to date+23.7%

1.4%Yield1.0%

+15.6%Past year+29.4%

0.03%Fee0.60%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+9.9%

QQQInvesco

+11.0%

+9.9%Year to date+11.0%

0.94% · $94Fee · on $10k a year0.18% · $18

$32.1BAssets$446B

2–0QQQ wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026