Compare · 4 funds side by side · dividends reinvested

SQLV, IWM, VO and VUG

SQLVFranklin Templeton×IWMiShares×VOVanguard×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

SQLV, IWM, VO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.04%+21.1%+25.3%+16.2%+7.2%−7.7%16.5%$39M2.1

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.1

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$76.6B2.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: SQLV 2017 · IWM 2000 · VO 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,565

VUG

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

$10,000 five years ago, dividends reinvested · they hold 10.2% in common

VUGMeasureVO

+1.4%Year to dateJan 1 → Nov 9+10.6%

+0.2%1 yearTotal return+11.6%

+22.6%3 years · per year$10,000 became $18,415 · $16,701+18.6%

+10.0%5 years · per year$10,000 became $16,124 · $13,590+6.3%

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

0.42%Trailing 12-mo yield$42 · $139 a year on $10k1.39%

−15.1%Worst dropSmaller is better−8.2%

19.0%VolatilityLower is calmer12.9%

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

2–5VO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VUG vs VO: Top 5 Holdings

Today

VUG

45.2%in top 5

in top 55.3%

VUGStockVO

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common10.2%

End-of-day Nov 9, 2026 · share of each fund

VUG vs VO Returns, Every Period

VanguardVUG

+10.0%

5 years, per year

VOVanguard

+6.3%

5 years, per year

VUGVOFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

VUG vs VO

YTD

VanguardVUG

+1.4%

VOVanguard

+10.6%

+1.4%Year to date+10.6%

−15.1%Worst drop · 1Y−8.2%

19.0%Volatility · 1Y12.9%

0.4%Yield1.4%

$233BAssets$103B

4–0VO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, IWM, VO, VUG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

IWM0.19%$19

SQLV0.60%$60

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SQLV, IWM, VO, VUG

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

SQLV1.04%$104

IWM1.00%$100

VUG0.42%$42

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IWM$100 − $19 = $81

SQLV$104 − $60 = $44

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SQLV, IWM, VO, VUG

Today

12.7%most shared, SQLV and IWM

SQLVIWMVOVUG

SQLV—12.7%0.0%0.0%

IWM12.7%—0.0%0.0%

VO0.0%0.0%—10.2%

VUG0.0%0.0%10.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+25.3%SQLV, at 16.5% volatility

VOWorst drop−8.2%12.9% vol

SQLVWorst drop−7.7%16.5% vol

IWMWorst drop−11.1%18.7% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOSQLV

+10.6%Year to date+21.1%

1.4%Yield1.0%

+11.6%Past year+25.3%

0.03%Fee0.60%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026