Compare · 3 funds side by side · dividends reinvested

SQLV, IWF and VUG

SQLVFranklin Templeton×IWFiShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,902VUG · best of the three

02 / 04

SQLV, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+24.0%+28.7%+17.9%+7.6%−7.7%15.7%$40M1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.7%+2.5%+25.3%+11.1%−16.1%18.2%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.5%−2.9%+22.7%+10.5%−15.6%18.3%$120B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: SQLV 2017 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $40M$14,436

SQLV

IWF

iShares Russell 1000 Growth ETF · $120B$16,499

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

SQLVMeasureIWF

+24.0%Year to dateJan 1 → Nov 3−0.5%

+28.7%1 yearTotal return−2.9%

+17.9%3 years · per year$10,000 became $16,392 · $18,494+22.7%

+7.6%5 years · per year$10,000 became $14,436 · $16,499+10.5%

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

1.02%Trailing 12-mo yield$102 · $37 a year on $10k0.37%

−7.7%Worst dropSmaller is better−15.6%

15.7%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 3, 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 3, 2026 · share of each fund

SQLV vs IWF Returns, Every Period

Franklin TempletonSQLV

+7.6%

5 years, per year

IWFiShares

+10.5%

5 years, per year

SQLVIWFFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SQLV vs VUG

YTD

Franklin TempletonSQLV

+24.0%

VUGVanguard

+4.7%

+24.0%Year to date+4.7%

−7.7%Worst drop · 1Y−16.1%

15.7%Volatility · 1Y18.2%

1.0%Yield0.4%

$39.8MAssets$233B

4–0SQLV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

SQLV0.60%$60

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SQLV, IWF, VUG

1.02%highest, SQLV

FundTrailing yieldYield$10k

SQLV1.02%$102

VUG0.41%$41

IWF0.37%$37

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$42most kept, SQLV

SQLV$102 − $60 = $42

VUG$41 − $3 = $38

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SQLV, IWF, VUG

Today

77.4%most shared, IWF and VUG

SQLVIWFVUG

SQLV—0.0%0.0%

IWF0.0%—77.4%

VUG0.0%77.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+28.7%SQLV, at 15.7% volatility

SQLVWorst drop−7.7%15.7% vol

VUGWorst drop−16.1%18.2% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SQLVVUG

+24.0%Year to date+4.7%

1.0%Yield0.4%

+28.7%Past year+2.5%

0.60%Fee0.03%

3–1SQLV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026