Compare · 4 funds side by side · dividends reinvested

SQLV, IWF, VIG and VO

SQLVFranklin Templeton×IWFiShares×VIGVanguard×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,331VIG · best of the four

02 / 04

SQLV, IWF, VIG and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.6

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%$39M2.5

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B3.3

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 · VIG 2006 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,616

SQLV

Royce Quant Small-Cap Quality Value ETF · $39M$14,355

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VOMeasureSQLV

+10.7%Year to dateJan 1 → Nov 5+22.6%

+12.4%1 yearTotal return+28.3%

+18.9%3 years · per year$10,000 became $16,795 · $15,951+16.8%

+6.4%5 years · per year$10,000 became $13,616 · $14,355+7.5%

0.03%Expense ratio$3 · $60 a year on $10k · lower is better0.60%

1.39%Trailing 12-mo yield$139 · $103 a year on $10k1.03%

−8.2%Worst dropSmaller is better−7.7%

12.9%VolatilityLower is calmer16.5%

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

4–4Level

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

More Ways to See the Pairs

VO vs SQLV: Top 5 Holdings

Today

5.3%in top 5

SQLV

in top 54.5%

VOStockSQLV

not top 5DXC1.1%

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

not top 5KSS0.9%

not top 5HRB0.9%

not top 5EMBC0.8%

not top 5QLYS0.8%

Held in common0.0%

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

VO vs SQLV Returns, Every Period

VanguardVO

+6.4%

5 years, per year

SQLVFranklin Templeton

+7.5%

5 years, per year

VOSQLVFaded: behind in that period

1–3SQLV wins

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

Stocks vs Income: VO vs VIG

YTD

VanguardVO

+10.7%

VIGVanguard

+12.5%

+10.7%Year to date+12.5%

−8.2%Worst drop · 1Y−7.9%

12.9%Volatility · 1Y10.8%

1.4%Yield1.5%

$103BAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: SQLV, IWF, VIG, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VIG0.04%$4

IWF0.18%$18

SQLV0.60%$60

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

Yields: SQLV, IWF, VIG, VO

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

VO1.39%$139

SQLV1.03%$103

IWF0.39%$39

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

VO$139 − $3 = $136

SQLV$103 − $60 = $43

IWF$39 − $18 = $21

KeptFee

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

Overlap: SQLV, IWF, VIG, VO

Today

32.5%most shared, IWF and VIG

SQLVIWFVIGVO

SQLV—0.0%0.2%0.0%

IWF0.0%—32.5%9.2%

VIG0.2%32.5%—13.5%

VO0.0%9.2%13.5%—

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

VIGWorst drop−7.9%10.8% vol

VOWorst drop−8.2%12.9% vol

SQLVWorst drop−7.7%16.5% 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

VIGSQLV

+12.5%Year to date+22.6%

1.5%Yield1.0%

+15.2%Past year+28.3%

0.04%Fee0.60%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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$59.1B

1–1level

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026