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$14,355SQLV · 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%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.8

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%$39M2.0

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.28%+11.2%+14.6%+18.5%+5.9%−9.0%16.2%$76.9B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SQLV 2017 · VB 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,616

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

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

VOMeasureVB

+10.7%Year to dateJan 1 → Nov 5+11.2%

+12.4%1 yearTotal return+14.6%

+18.9%3 years · per year$10,000 became $16,795 · $16,641+18.5%

+6.4%5 years · per year$10,000 became $13,616 · $13,310+5.9%

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

1.39%Trailing 12-mo yield$139 · $129 a year on $10k1.28%

−8.2%Worst dropSmaller is better−9.0%

12.9%VolatilityLower is calmer16.2%

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

5–2VO wins

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

More Ways to See the Pairs

VO vs VB: Top 5 Holdings

Today

5.3%in top 5

in top 52.9%

VOStockVB

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

not top 5NTRA0.7%

not top 5TWLO0.6%

not top 5RVMD0.5%

not top 5ILMN0.5%

not top 5P0.5%

Held in common2.5%

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

VO vs VB Returns, Every Period

VanguardVO

+6.4%

5 years, per year

VBVanguard

+5.9%

5 years, per year

VOVBFaded: behind in that period

2–2Level

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

VO vs VB

YTD

VanguardVO

+10.7%

VBVanguard

+11.2%

+10.7%Year to date+11.2%

−8.2%Worst drop · 1Y−9.0%

12.9%Volatility · 1Y16.2%

1.4%Yield1.3%

$103BAssets$76.9B

3–1VO wins

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

Yields: SQLV, VB, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

VB1.28%$129

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

SQLV$103 − $60 = $43

KeptFee

End-of-day Nov 5, 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 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+28.3%SQLV, at 16.5% volatility

VOWorst drop−8.2%12.9% 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 Three

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