Compare · 4 funds side by side · dividends reinvested

SQLV, IVV, VOO and VUG

SQLVFranklin Templeton×IVViShares×VOOVanguard×VUGVanguard×

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

02 / 04

SQLV, IVV, VOO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.3

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%$41M2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B3.1

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

End-of-day Nov 4, 2026 · returns include dividends · since: SQLV 2017 · IVV 2000 · VOO 2010 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$18,118

IVV

VUG

Vanguard Morningstar Growth ETF · $233B$17,153

$10,000 five years ago, dividends reinvested · they hold 55.4% in common

IVVMeasureVUG

+13.4%Year to dateJan 1 → Nov 4+6.3%

+13.5%1 yearTotal return+3.4%

+24.2%3 years · per year$10,000 became $19,178 · $19,712+25.4%

+12.6%5 years · per year$10,000 became $18,118 · $17,153+11.4%

0.03%Expense ratio$3 · $3 a year on $10k · lower is better0.03%

1.09%Trailing 12-mo yield$109 · $40 a year on $10k0.40%

−8.9%Worst dropSmaller is better−16.1%

12.9%VolatilityLower is calmer18.2%

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

6–1IVV 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 VUG: Top 5 Holdings

Today

IVV

27.3%in top 5

VUG

in top 545.2%

IVVStockVUG

7.7%NVDA13.5%

7.4%AAPL12.5%

5.9%MSFT9.7%

2.5%GOOGL5.2%

not top 5AVGO4.3%

3.8%AMZNnot top 5

Held in common55.4%

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

IVV vs VUG Returns, Every Period

iSharesIVV

+12.6%

5 years, per year

VUGVanguard

+11.4%

5 years, per year

IVVVUGFaded: behind in that period

3–1IVV wins

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

IVV vs VOO

YTD

iSharesIVV

+13.4%

VOOVanguard

+13.4%

+13.4%Year to date+13.4%

−8.9%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y12.8%

1.1%Yield1.1%

$887BAssets$1.00T

1–0VOO wins

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

Cost, Income and Risk

Fees: SQLV, IVV, VOO, VUG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

VUG0.03%$3

SQLV0.60%$60

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

Yields: SQLV, IVV, VOO, VUG

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

VOO1.05%$105

SQLV0.99%$99

VUG0.40%$40

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

VOO$105 − $3 = $102

SQLV$99 − $60 = $39

VUG$40 − $3 = $37

KeptFee

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

Overlap: SQLV, IVV, VOO, VUG

Today

94.5%most shared, IVV and VOO

SQLVIVVVOOVUG

SQLV—0.0%0.0%0.0%

IVV0.0%—94.5%55.4%

VOO0.0%94.5%—58.2%

VUG0.0%55.4%58.2%—

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

Return vs Bumpiness: 4 ETFs

+33.0%SQLV, at 16.0% volatility

VOOWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.9% vol

SQLVWorst drop−7.7%16.0% vol

VUGWorst drop−16.1%18.2% 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 Four

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

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$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026