Compare · 3 funds side by side · dividends reinvested

SQLV, IJR and VO

SQLVFranklin Templeton×IJRiShares×VOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,141SQLV · best of the three

02 / 04

SQLV, IJR and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.8

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.04%+21.1%+25.3%+16.2%+7.2%−7.7%16.5%$39M2.0

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SQLV 2017 · IJR 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Small-Cap ETF · $104B$13,170

IJR

SQLV

Royce Quant Small-Cap Quality Value ETF · $39M$14,141

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

IJRMeasureSQLV

+15.5%Year to dateJan 1 → Nov 6+21.1%

+17.6%1 yearTotal return+25.3%

+17.3%3 years · per year$10,000 became $16,147 · $15,694+16.2%

+5.7%5 years · per year$10,000 became $13,170 · $14,141+7.2%

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

1.24%Trailing 12-mo yield$124 · $104 a year on $10k1.04%

−9.7%Worst dropSmaller is better−7.7%

16.2%VolatilityLower is calmer16.5%

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

4–4Level

End-of-day Nov 6, 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 54.8%

IJRStockSQLV

not top 5DXC1.2%

not top 5KD1.0%

not top 5KSS0.9%

not top 5EMBC0.9%

not top 5HRB0.9%

0.6%PAYCnot top 5

0.5%LTHnot top 5

0.5%MTCHnot top 5

0.5%RHPnot top 5

0.5%PTGXnot top 5

Held in common15.2%

End-of-day Nov 6, 2026 · share of each fund

IJR vs SQLV Returns, Every Period

iSharesIJR

+5.7%

5 years, per year

SQLVFranklin Templeton

+7.2%

5 years, per year

IJRSQLVFaded: behind in that period

1–3SQLV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IJR vs VO

YTD

iSharesIJR

+15.5%

VOVanguard

+10.6%

+15.5%Year to date+10.6%

−9.7%Worst drop · 1Y−8.2%

16.2%Volatility · 1Y12.9%

1.2%Yield1.4%

$104BAssets$103B

3–1VO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, IJR, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJR0.06%$6

SQLV0.60%$60

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SQLV, IJR, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

IJR1.24%$124

SQLV1.04%$104

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IJR$124 − $6 = $118

SQLV$104 − $60 = $44

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SQLV, IJR, VO

Today

15.2%most shared, SQLV and IJR

SQLVIJRVO

SQLV—15.2%0.0%

IJR15.2%—0.0%

VO0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+25.3%SQLV, at 16.5% volatility

VOWorst drop−8.2%12.9% vol

IJRWorst drop−9.7%16.2% vol

SQLVWorst drop−7.7%16.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VOSQLV

+10.6%Year to date+21.1%

1.4%Yield1.0%

+11.6%Past year+25.3%

0.03%Fee0.60%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026