Compare · 4 funds side by side · dividends reinvested

SQLV, SPY, VUG and VTV

SQLVFranklin Templeton×SPYSPDR×VUGVanguard×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,865VTV · best of the four

02 / 04

SQLV, SPY, VUG and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.5

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.7%+29.4%+16.2%+7.1%−7.7%16.6%$39M2.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B3.1

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 · SPY 1993 · VUG 2004 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Value ETF · $184B$17,865

VTV

SQLV

Royce Quant Small-Cap Quality Value ETF · $39M$14,089

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

VTVMeasureSQLV

+20.9%Year to dateJan 1 → Nov 9+23.7%

+25.4%1 yearTotal return+29.4%

+21.0%3 years · per year$10,000 became $17,700 · $15,678+16.2%

+12.3%5 years · per year$10,000 became $17,865 · $14,089+7.1%

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

1.83%Trailing 12-mo yield$183 · $102 a year on $10k1.02%

−6.4%Worst dropSmaller is better−7.7%

10.8%VolatilityLower is calmer16.6%

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

6–2VTV wins

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

More Ways to See the Pairs

VTV vs SQLV: Top 5 Holdings

Today

VTV

15.8%in top 5

SQLV

in top 54.8%

VTVStockSQLV

4.6%MUnot top 5

3.3%JPMnot top 5

2.9%BRK-Bnot top 5

2.6%XOMnot top 5

2.4%JNJnot top 5

not top 5DXC1.2%

not top 5KD1.0%

not top 5KSS0.9%

not top 5EMBC0.9%

not top 5HRB0.9%

Held in common0.0%

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

VTV vs SQLV Returns, Every Period

VanguardVTV

+12.3%

5 years, per year

SQLVFranklin Templeton

+7.1%

5 years, per year

VTVSQLVFaded: behind in that period

2–2Level

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

VTV vs SQLV

YTD

VanguardVTV

+20.9%

SQLVFranklin Templeton

+23.7%

+20.9%Year to date+23.7%

−6.4%Worst drop · 1Y−7.7%

10.8%Volatility · 1Y16.6%

1.8%Yield1.0%

$184BAssets$38.9M

3–1VTV wins

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

Cost, Income and Risk

Fees: SQLV, SPY, VUG, VTV

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VTV0.03%$3

SPY0.09%$9

SQLV0.60%$60

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

Yields: SQLV, SPY, VUG, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

SQLV1.02%$102

SPY1.01%$101

VUG0.41%$41

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

SPY$101 − $9 = $92

SQLV$102 − $60 = $42

VUG$41 − $3 = $38

KeptFee

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

Overlap: SQLV, SPY, VUG, VTV

Today

54.8%most shared, SPY and VUG

SQLVSPYVUGVTV

SQLV—0.0%0.0%0.0%

SPY0.0%—54.8%44.0%

VUG0.0%54.8%—1.9%

VTV0.0%44.0%1.9%—

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

Return vs Bumpiness: 4 ETFs

+29.4%SQLV, at 16.6% volatility

VTVWorst drop−6.4%10.8% vol

SPYWorst drop−8.9%13.7% vol

SQLVWorst drop−7.7%16.6% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

VTVSQLV

+20.9%Year to date+23.7%

1.8%Yield1.0%

+25.4%Past year+29.4%

0.03%Fee0.60%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026