Compare · 3 funds side by side · dividends reinvested

SQLV, VB and VO

SQLVFranklin Templeton×VBVanguard×VOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,155SQLV · best of the three

02 / 04

SQLV, VB and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B1.8

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%$41M2.0

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.23%+15.8%+17.9%+20.5%+7.1%−9.0%15.7%$76.9B2.1

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 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

Vanguard Morningstar Mid-Cap ETF · $103B$14,290

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

VBMeasureVO

+15.8%Year to dateJan 1 → Nov 4+14.7%

+17.9%1 yearTotal return+15.3%

+20.5%3 years · per year$10,000 became $17,489 · $17,578+20.7%

+7.1%5 years · per year$10,000 became $14,105 · $14,290+7.4%

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

1.23%Trailing 12-mo yield$123 · $134 a year on $10k1.34%

−9.0%Worst dropSmaller is better−8.2%

15.7%VolatilityLower is calmer12.4%

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

2–5VO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VB vs VO: Top 5 Holdings

Today

2.9%in top 5

in top 55.3%

VBStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

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 common2.5%

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

VB vs VO Returns, Every Period

VanguardVB

+7.1%

5 years, per year

VOVanguard

+7.4%

5 years, per year

VBVOFaded: behind in that period

2–2Level

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

VB vs VO

YTD

VanguardVB

+15.8%

VOVanguard

+14.7%

+15.8%Year to date+14.7%

−9.0%Worst drop · 1Y−8.2%

15.7%Volatility · 1Y12.4%

1.2%Yield1.3%

$76.9BAssets$103B

3–1VO wins

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

Cost, Income and Risk

Fees: SQLV, VB, VO

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VO0.03%$3

SQLV0.60%$60

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

Yields: SQLV, VB, VO

1.34%highest, VO

FundTrailing yieldYield$10k

VO1.34%$134

VB1.23%$123

SQLV0.99%$99

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

VB$123 − $3 = $120

SQLV$99 − $60 = $39

KeptFee

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

Overlap: SQLV, VB, VO

Today

4.1%most shared, SQLV and VB

SQLVVBVO

SQLV—4.1%0.0%

VB4.1%—2.5%

VO0.0%2.5%—

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

VOWorst drop−8.2%12.4% vol

VBWorst drop−9.0%15.7% vol

SQLVWorst drop−7.7%16.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VOSQLV

+14.7%Year to date+27.7%

1.3%Yield1.0%

+15.3%Past year+33.0%

0.03%Fee0.60%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026