Compare · 3 funds side by side · dividends reinvested

SQLV, IVV and IWF

SQLVFranklin Templeton×IVViShares×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,118IVV · best of the three

02 / 04

SQLV, IVV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$872B1.4

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%0.99%+27.7%+33.0%+18.7%+8.7%−7.7%16.0%$40M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B2.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: SQLV 2017 · IVV 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $872B$18,118

IVV

IWF

iShares Russell 1000 Growth ETF · $120B$16,559

$10,000 five years ago, dividends reinvested · they hold 56.5% in common

IVVMeasureIWF

+13.4%Year to dateJan 1 → Nov 4−0.1%

+13.5%1 yearTotal return−3.0%

+24.2%3 years · per year$10,000 became $19,178 · $18,310+22.3%

+12.6%5 years · per year$10,000 became $18,118 · $16,559+10.6%

0.03%Expense ratio$3 · $18 a year on $10k · lower is better0.18%

1.09%Trailing 12-mo yield$109 · $37 a year on $10k0.37%

−8.9%Worst dropSmaller is better−15.6%

12.9%VolatilityLower is calmer18.3%

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

8–0IVV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs IWF: Top 5 Holdings

Today

IVV

27.3%in top 5

IWF

in top 539.3%

IVVStockIWF

7.7%NVDA15.1%

7.4%AAPL8.1%

5.9%MSFT6.1%

2.5%GOOGL5.1%

not top 5AVGO4.8%

3.8%AMZNnot top 5

Held in common56.5%

End-of-day Nov 4, 2026 · share of each fund

IVV vs IWF Returns, Every Period

iSharesIVV

+12.6%

5 years, per year

IWFiShares

+10.6%

5 years, per year

IVVIWFFaded: behind in that period

4–0IVV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Core vs Stocks: IVV vs SQLV

YTD

iSharesIVV

+13.4%

SQLVFranklin Templeton

+27.7%

+13.4%Year to date+27.7%

−8.9%Worst drop · 1Y−7.7%

12.9%Volatility · 1Y16.0%

1.1%Yield1.0%

$872BAssets$39.8M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, IVV, IWF

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

IWF0.18%$18

SQLV0.60%$60

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SQLV, IVV, IWF

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

SQLV0.99%$99

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

SQLV$99 − $60 = $39

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SQLV, IVV, IWF

Today

56.5%most shared, IVV and IWF

SQLVIVVIWF

SQLV—0.0%0.0%

IVV0.0%—56.5%

IWF0.0%56.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+33.0%SQLV, at 16.0% volatility

IVVWorst drop−8.9%12.9% vol

SQLVWorst drop−7.7%16.0% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSQLV

+13.4%Year to date+27.7%

1.1%Yield1.0%

+13.5%Past year+33.0%

0.03%Fee0.60%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026