Compare · 4 funds side by side · dividends reinvested

SQLV, IJH, VOO and VTV

SQLVFranklin Templeton×IJHiShares×VOOVanguard×VTVVanguard×

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

02 / 04

SQLV, IJH, VOO 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%$184B1.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T2.6

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.03%+22.6%+28.3%+16.8%+7.5%−7.7%16.5%$39M2.8

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SQLV 2017 · IJH 2000 · VOO 2010 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $39M$14,355

SQLV

IJH

iShares Core S&P Mid-Cap ETF · $121B$13,830

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

SQLVMeasureIJH

+22.6%Year to dateJan 1 → Nov 5+9.5%

+28.3%1 yearTotal return+12.9%

+16.8%3 years · per year$10,000 became $15,951 · $15,806+16.5%

+7.5%5 years · per year$10,000 became $14,355 · $13,830+6.7%

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

1.03%Trailing 12-mo yield$103 · $126 a year on $10k1.26%

−7.7%Worst dropSmaller is better−8.8%

16.5%VolatilityLower is calmer15.5%

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

5–3SQLV wins

End-of-day Nov 5, 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

4.5%in top 5

IJH

in top 53.5%

SQLVStockIJH

1.1%DXCnot top 5

0.9%KSSnot top 5

0.9%HRBnot top 5

0.8%EMBCnot top 5

0.8%QLYSnot top 5

not top 5UTHR0.8%

not top 5FTI0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

Held in common2.7%

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

SQLV vs IJH Returns, Every Period

Franklin TempletonSQLV

+7.5%

5 years, per year

IJHiShares

+6.7%

5 years, per year

SQLVIJHFaded: behind in that period

4–0SQLV wins

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

SQLV vs VTV

YTD

Franklin TempletonSQLV

+22.6%

VTVVanguard

+19.0%

+22.6%Year to date+19.0%

−7.7%Worst drop · 1Y−6.4%

16.5%Volatility · 1Y10.7%

1.0%Yield1.9%

$39.4MAssets$184B

3–1VTV wins

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

Cost, Income and Risk

Fees: SQLV, IJH, VOO, VTV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

VTV0.03%$3

IJH0.05%$5

SQLV0.60%$60

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

Yields: SQLV, IJH, VOO, VTV

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

IJH1.26%$126

VOO1.10%$110

SQLV1.03%$103

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

IJH$126 − $5 = $121

VOO$110 − $3 = $107

SQLV$103 − $60 = $43

KeptFee

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

Overlap: SQLV, IJH, VOO, VTV

Today

41.1%most shared, VOO and VTV

SQLVIJHVOOVTV

SQLV—2.7%0.0%0.0%

IJH2.7%—0.1%0.2%

VOO0.0%0.1%—41.1%

VTV0.0%0.2%41.1%—

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

Return vs Bumpiness: 4 ETFs

+28.3%SQLV, at 16.5% volatility

VTVWorst drop−6.4%10.7% vol

VOOWorst drop−8.9%13.5% vol

IJHWorst drop−8.8%15.5% vol

SQLVWorst drop−7.7%16.5% vol

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

Paid More vs Made More

YTD

VTVSQLV

+19.0%Year to date+22.6%

1.9%Yield1.0%

+24.0%Past year+28.3%

0.03%Fee0.60%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

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