Compare · 4 funds side by side · dividends reinvested

SQLV, VB, IJH and VO

SQLVFranklin Templeton×VBVanguard×IJHiShares×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$14,355SQLV · best of the four

02 / 04

SQLV, VB, IJH and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B2.0

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%$39M2.4

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.28%+11.2%+14.6%+18.5%+5.9%−9.0%16.2%$76.9B2.5

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B3.0

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 · VB 2004 · IJH 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap ETF · $76.9B$13,310

SQLV

Royce Quant Small-Cap Quality Value ETF · $39M$14,355

$10,000 five years ago, dividends reinvested · they hold 4.1% in common

VBMeasureSQLV

+11.2%Year to dateJan 1 → Nov 5+22.6%

+14.6%1 yearTotal return+28.3%

+18.5%3 years · per year$10,000 became $16,641 · $15,951+16.8%

+5.9%5 years · per year$10,000 became $13,310 · $14,355+7.5%

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

1.28%Trailing 12-mo yield$129 · $103 a year on $10k1.03%

−9.0%Worst dropSmaller is better−7.7%

16.2%VolatilityLower is calmer16.5%

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

4–4Level

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

More Ways to See the Pairs

VB vs SQLV: Top 5 Holdings

Today

2.9%in top 5

SQLV

in top 54.5%

VBStockSQLV

not top 5DXC1.1%

not top 5KSS0.9%

not top 5HRB0.9%

not top 5EMBC0.8%

not top 5QLYS0.8%

0.7%NTRAnot top 5

0.6%TWLOnot top 5

0.5%RVMDnot top 5

0.5%ILMNnot top 5

0.5%Pnot top 5

Held in common4.1%

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

VB vs SQLV Returns, Every Period

VanguardVB

+5.9%

5 years, per year

SQLVFranklin Templeton

+7.5%

5 years, per year

VBSQLVFaded: behind in that period

1–3SQLV wins

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

VB vs VO

YTD

VanguardVB

+11.2%

VOVanguard

+10.7%

+11.2%Year to date+10.7%

−9.0%Worst drop · 1Y−8.2%

16.2%Volatility · 1Y12.9%

1.3%Yield1.4%

$76.9BAssets$103B

3–1VO wins

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

Cost, Income and Risk

Fees: SQLV, VB, IJH, VO

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VO0.03%$3

IJH0.05%$5

SQLV0.60%$60

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

Yields: SQLV, VB, IJH, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

VB1.28%$129

IJH1.26%$126

SQLV1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

VB$129 − $3 = $126

IJH$126 − $5 = $121

SQLV$103 − $60 = $43

KeptFee

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

Overlap: SQLV, VB, IJH, VO

Today

41.6%most shared, VB and IJH

SQLVVBIJHVO

SQLV—4.1%2.7%0.0%

VB4.1%—41.6%2.5%

IJH2.7%41.6%—0.2%

VO0.0%2.5%0.2%—

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

VOWorst drop−8.2%12.9% vol

IJHWorst drop−8.8%15.5% vol

VBWorst drop−9.0%16.2% vol

SQLVWorst drop−7.7%16.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VOSQLV

+10.7%Year to date+22.6%

1.4%Yield1.0%

+12.4%Past year+28.3%

0.03%Fee0.60%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$75.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026