Compare · 4 funds side by side · dividends reinvested

SQLV, IWF, VTI and IVV

SQLVFranklin Templeton×IWFiShares×VTIVanguard×IVViShares×

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, VTI and IVV, 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%$887B1.6

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.10%+8.4%+9.9%+21.9%+10.3%−8.9%13.7%$689B2.0

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%$41M2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B3.6

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 · VTI 2001 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $41M$14,355

SQLV

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,332

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

SQLVMeasureVTI

+22.6%Year to dateJan 1 → Nov 5+8.4%

+28.3%1 yearTotal return+9.9%

+16.8%3 years · per year$10,000 became $15,951 · $18,113+21.9%

+7.5%5 years · per year$10,000 became $14,355 · $16,332+10.3%

0.60%Expense ratio$60 · $3 a year on $10k · lower is better0.03%

1.03%Trailing 12-mo yield$103 · $110 a year on $10k1.10%

−7.7%Worst dropSmaller is better−8.9%

16.5%VolatilityLower is calmer13.7%

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

3–5VTI wins

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

More Ways to See the Pairs

SQLV vs VTI: Top 5 Holdings

Today

SQLV

4.5%in top 5

VTI

in top 525.0%

SQLVStockVTI

not top 5NVDA7.1%

not top 5AAPL6.6%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.8%

1.1%DXCnot top 5

0.9%KSSnot top 5

0.9%HRBnot top 5

0.8%EMBCnot top 5

0.8%QLYSnot top 5

Held in common0.5%

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

SQLV vs VTI Returns, Every Period

Franklin TempletonSQLV

+7.5%

5 years, per year

VTIVanguard

+10.3%

5 years, per year

SQLVVTIFaded: behind in that period

2–2Level

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

Stocks vs Core: SQLV vs IVV

YTD

Franklin TempletonSQLV

+22.6%

IVViShares

+8.4%

+22.6%Year to date+8.4%

−7.7%Worst drop · 1Y−8.9%

16.5%Volatility · 1Y13.6%

1.0%Yield1.1%

$41.0MAssets$887B

2–2level

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

Cost, Income and Risk

Fees: SQLV, IWF, VTI, IVV

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

IVV0.03%$3

IWF0.18%$18

SQLV0.60%$60

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

Yields: SQLV, IWF, VTI, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VTI1.10%$110

SQLV1.03%$103

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

VTI$110 − $3 = $107

SQLV$103 − $60 = $43

IWF$39 − $18 = $21

KeptFee

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

Overlap: SQLV, IWF, VTI, IVV

Today

86.5%most shared, VTI and IVV

SQLVIWFVTIIVV

SQLV—0.0%0.5%0.0%

IWF0.0%—55.7%56.4%

VTI0.5%55.7%—86.5%

IVV0.0%56.4%86.5%—

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

IVVWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% 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

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

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

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