Compare · 4 funds side by side · dividends reinvested

SQLV, IJR, IVV and VUG

SQLVFranklin Templeton×IJRiShares×IVViShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,545IVV · best of the four

02 / 04

SQLV, IJR, IVV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.9

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%$40M2.5

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$107B2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B3.0

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 · IJR 2000 · IVV 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Small-Cap ETF · $107B$13,254

IJR

SQLV

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

$10,000 five years ago, dividends reinvested · they hold 15.2% in common

IJRMeasureSQLV

+18.9%Year to dateJan 1 → Nov 9+23.7%

+22.8%1 yearTotal return+29.4%

+17.4%3 years · per year$10,000 became $16,193 · $15,678+16.2%

+5.8%5 years · per year$10,000 became $13,254 · $14,089+7.1%

0.06%Expense ratio$6 · $60 a year on $10k · lower is better0.60%

1.21%Trailing 12-mo yield$121 · $102 a year on $10k1.02%

−9.7%Worst dropSmaller is better−7.7%

16.4%VolatilityLower is calmer16.6%

IJRSQLV 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

IJR vs SQLV: Top 5 Holdings

Today

IJR

2.6%in top 5

SQLV

in top 54.9%

IJRStockSQLV

not top 5DXC1.3%

not top 5KD1.0%

not top 5HRB0.9%

not top 5EMBC0.9%

not top 5KSS0.9%

0.5%PAYCnot top 5

0.5%RHPnot top 5

0.5%MTCHnot top 5

0.5%LTHnot top 5

0.5%VSATnot top 5

Held in common15.2%

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

IJR vs SQLV Returns, Every Period

iSharesIJR

+5.8%

5 years, per year

SQLVFranklin Templeton

+7.1%

5 years, per year

IJRSQLVFaded: behind in that period

1–3SQLV wins

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

Stocks vs Core: IJR vs IVV

YTD

iSharesIJR

+18.9%

IVViShares

+11.3%

+18.9%Year to date+11.3%

−9.7%Worst drop · 1Y−8.9%

16.4%Volatility · 1Y13.8%

1.2%Yield1.1%

$107BAssets$875B

2–2level

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

Cost, Income and Risk

Fees: SQLV, IJR, IVV, VUG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VUG0.03%$3

IJR0.06%$6

SQLV0.60%$60

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

Yields: SQLV, IJR, IVV, VUG

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

IVV1.11%$111

SQLV1.02%$102

VUG0.41%$41

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

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

IVV$111 − $3 = $108

SQLV$102 − $60 = $42

VUG$41 − $3 = $38

KeptFee

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

Overlap: SQLV, IJR, IVV, VUG

Today

55.1%most shared, IVV and VUG

SQLVIJRIVVVUG

SQLV—15.2%0.0%0.0%

IJR15.2%—0.0%0.0%

IVV0.0%0.0%—55.1%

VUG0.0%0.0%55.1%—

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

IVVWorst drop−8.9%13.8% vol

IJRWorst drop−9.7%16.4% vol

SQLVWorst drop−7.7%16.6% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

IJRSQLV

+18.9%Year to date+23.7%

1.2%Yield1.0%

+22.8%Past year+29.4%

0.06%Fee0.60%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026