Compare · 4 funds side by side · dividends reinvested

SQLV, IWF, IVV and VUG

SQLVFranklin Templeton×IWFiShares×IVViShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,151IVV · best of the four

02 / 04

SQLV, IWF, 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%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.5

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%$41M2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B3.5

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 · IWF 2000 · IVV 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$17,151

IVV

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

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

IVVMeasureVUG

+8.4%Year to dateJan 1 → Nov 5+0.5%

+9.7%1 yearTotal return−0.6%

+22.1%3 years · per year$10,000 became $18,221 · $18,532+22.8%

+11.4%5 years · per year$10,000 became $17,151 · $16,052+9.9%

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

1.14%Trailing 12-mo yield$114 · $43 a year on $10k0.43%

−8.9%Worst dropSmaller is better−15.1%

13.6%VolatilityLower is calmer19.0%

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

6–1IVV wins

End-of-day Nov 5, 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

27.7%in top 5

VUG

in top 545.2%

IVVStockVUG

7.3%NVDA13.5%

7.7%AAPL12.5%

6.2%MSFT9.7%

2.6%GOOGL5.2%

not top 5AVGO4.3%

3.9%AMZNnot top 5

Held in common55.4%

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

IVV vs VUG Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

VUGVanguard

+9.9%

5 years, per year

IVVVUGFaded: behind in that period

3–1IVV wins

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

Core vs Stocks: IVV vs SQLV

YTD

iSharesIVV

+8.4%

SQLVFranklin Templeton

+22.6%

+8.4%Year to date+22.6%

−8.9%Worst drop · 1Y−7.7%

13.6%Volatility · 1Y16.5%

1.1%Yield1.0%

$887BAssets$41.0M

2–2level

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

Cost, Income and Risk

Fees: SQLV, IWF, IVV, VUG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VUG0.03%$3

IWF0.18%$18

SQLV0.60%$60

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

Yields: SQLV, IWF, IVV, VUG

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SQLV1.03%$103

VUG0.43%$43

IWF0.39%$39

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SQLV$103 − $60 = $43

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

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

Overlap: SQLV, IWF, IVV, VUG

Today

78.0%most shared, IWF and VUG

SQLVIWFIVVVUG

SQLV—0.0%0.0%0.0%

IWF0.0%—56.4%78.0%

IVV0.0%56.4%—55.4%

VUG0.0%78.0%55.4%—

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

IVVWorst drop−8.9%13.6% vol

SQLVWorst drop−7.7%16.5% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

IVVSQLV

+8.4%Year to date+22.6%

1.1%Yield1.0%

+9.7%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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

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$887B

0–0level

End-of-day Nov 5, 2026