Compare · 4 funds side by side · dividends reinvested

SQLV, IWF, VTI and VUG

SQLVFranklin Templeton×IWFiShares×VTIVanguard×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,257VTI · best of the four

02 / 04

SQLV, IWF, VTI and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.05%+13.4%+13.5%+24.0%+11.5%−8.9%13.1%$689B1.5

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%$40M2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B3.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: SQLV 2017 · IWF 2000 · VTI 2001 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $40M$15,155

SQLV

IWF

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

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

SQLVMeasureIWF

+27.7%Year to dateJan 1 → Nov 4−0.1%

+33.0%1 yearTotal return−3.0%

+18.7%3 years · per year$10,000 became $16,710 · $18,310+22.3%

+8.7%5 years · per year$10,000 became $15,155 · $16,559+10.6%

0.60%Expense ratio$60 · $18 a year on $10k · lower is better0.18%

0.99%Trailing 12-mo yield$99 · $37 a year on $10k0.37%

−7.7%Worst dropSmaller is better−15.6%

16.0%VolatilityLower is calmer18.3%

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

5–3SQLV wins

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

More Ways to See the Pairs

SQLV vs IWF: Top 5 Holdings

Today

SQLV

4.5%in top 5

IWF

in top 539.3%

SQLVStockIWF

not top 5NVDA15.1%

not top 5AAPL8.1%

not top 5MSFT6.1%

not top 5GOOGL5.1%

not top 5AVGO4.8%

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 common0.0%

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

SQLV vs IWF Returns, Every Period

Franklin TempletonSQLV

+8.7%

5 years, per year

IWFiShares

+10.6%

5 years, per year

SQLVIWFFaded: behind in that period

2–2Level

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

Stocks vs Core: SQLV vs VTI

YTD

Franklin TempletonSQLV

+27.7%

VTIVanguard

+13.4%

+27.7%Year to date+13.4%

−7.7%Worst drop · 1Y−8.9%

16.0%Volatility · 1Y13.1%

1.0%Yield1.0%

$39.8MAssets$689B

2–1SQLV wins

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

Cost, Income and Risk

Fees: SQLV, IWF, VTI, VUG

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

VUG0.03%$3

IWF0.18%$18

SQLV0.60%$60

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

Yields: SQLV, IWF, VTI, VUG

1.05%highest, VTI

FundTrailing yieldYield$10k

VTI1.05%$105

SQLV0.99%$99

VUG0.40%$40

IWF0.37%$37

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

Income After Fees on $10,000

$102most kept, VTI

VTI$105 − $3 = $102

SQLV$99 − $60 = $39

VUG$40 − $3 = $37

IWF$37 − $18 = $19

KeptFee

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

Overlap: SQLV, IWF, VTI, VUG

Today

77.4%most shared, IWF and VUG

SQLVIWFVTIVUG

SQLV—0.0%0.5%0.0%

IWF0.0%—55.6%77.4%

VTI0.5%55.6%—52.8%

VUG0.0%77.4%52.8%—

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

VTIWorst drop−8.9%13.1% vol

SQLVWorst drop−7.7%16.0% vol

VUGWorst drop−16.1%18.2% 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

VTISQLV

+13.4%Year to date+27.7%

1.0%Yield1.0%

+13.5%Past year+33.0%

0.03%Fee0.60%

2–1SQLV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$95.4B

1–0VTI 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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026