Compare · 3 funds side by side · dividends reinvested

SQLV, VB and IWF

SQLVFranklin Templeton×VBVanguard×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,559IWF · best of the three

02 / 04

SQLV, VB and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.23%+15.8%+17.9%+20.5%+7.1%−9.0%15.7%$76.9B1.8

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%$40M1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B2.4

Rank among the three1st → 3rdFee, 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 · VB 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SQLV

Vanguard Morningstar Small-Cap ETF · $76.9B$14,105

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

SQLVMeasureVB

+27.7%Year to dateJan 1 → Nov 4+15.8%

+33.0%1 yearTotal return+17.9%

+18.7%3 years · per year$10,000 became $16,710 · $17,489+20.5%

+8.7%5 years · per year$10,000 became $15,155 · $14,105+7.1%

0.60%Expense ratio$60 · $3 a year on $10k · lower is better0.03%

0.99%Trailing 12-mo yield$99 · $123 a year on $10k1.23%

−7.7%Worst dropSmaller is better−9.0%

16.0%VolatilityLower is calmer15.7%

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

4–4Level

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 VB: Top 5 Holdings

Today

SQLV

4.5%in top 5

in top 52.9%

SQLVStockVB

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

not top 5NTRA0.7%

not top 5TWLO0.6%

not top 5RVMD0.5%

not top 5ILMN0.5%

not top 5P0.5%

Held in common4.1%

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

SQLV vs VB Returns, Every Period

Franklin TempletonSQLV

+8.7%

5 years, per year

VBVanguard

+7.1%

5 years, per year

SQLVVBFaded: behind in that period

3–1SQLV wins

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

SQLV vs VB

YTD

Franklin TempletonSQLV

+27.7%

VBVanguard

+15.8%

+27.7%Year to date+15.8%

−7.7%Worst drop · 1Y−9.0%

16.0%Volatility · 1Y15.7%

1.0%Yield1.2%

$39.8MAssets$76.9B

2–2level

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

Cost, Income and Risk

Fees: SQLV, VB, IWF

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

IWF0.18%$18

SQLV0.60%$60

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

Yields: SQLV, VB, IWF

1.23%highest, VB

FundTrailing yieldYield$10k

VB1.23%$123

SQLV0.99%$99

IWF0.37%$37

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

Income After Fees on $10,000

$120most kept, VB

VB$123 − $3 = $120

SQLV$99 − $60 = $39

IWF$37 − $18 = $19

KeptFee

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

Overlap: SQLV, VB, IWF

Today

4.1%most shared, SQLV and VB

SQLVVBIWF

SQLV—4.1%0.0%

VB4.1%—4.0%

IWF0.0%4.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+33.0%SQLV, at 16.0% volatility

VBWorst drop−9.0%15.7% vol

SQLVWorst drop−7.7%16.0% 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

VBSQLV

+15.8%Year to date+27.7%

1.2%Yield1.0%

+17.9%Past year+33.0%

0.03%Fee0.60%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

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