Compare · 4 funds side by side · dividends reinvested

SQLV, VB, VUG and IWF

SQLVFranklin Templeton×VBVanguard×VUGVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,052VUG · best of the four

02 / 04

SQLV, VB, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.28%+11.2%+14.6%+18.5%+5.9%−9.0%16.2%$76.9B2.0

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%$39M2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B3.3

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 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

VBMeasureVUG

+11.2%Year to dateJan 1 → Nov 5+0.5%

+14.6%1 yearTotal return−0.6%

+18.5%3 years · per year$10,000 became $16,641 · $18,532+22.8%

+5.9%5 years · per year$10,000 became $13,310 · $16,052+9.9%

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

1.28%Trailing 12-mo yield$129 · $43 a year on $10k0.43%

−9.0%Worst dropSmaller is better−15.1%

16.2%VolatilityLower is calmer19.0%

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

5–2VB wins

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 VUG: Top 5 Holdings

Today

2.9%in top 5

VUG

in top 545.2%

VBStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

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 common0.4%

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

VB vs VUG Returns, Every Period

VanguardVB

+5.9%

5 years, per year

VUGVanguard

+9.9%

5 years, per year

VBVUGFaded: behind in that period

2–2Level

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

VB vs SQLV

YTD

VanguardVB

+11.2%

SQLVFranklin Templeton

+22.6%

+11.2%Year to date+22.6%

−9.0%Worst drop · 1Y−7.7%

16.2%Volatility · 1Y16.5%

1.3%Yield1.0%

$76.9BAssets$39.4M

2–2level

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

Cost, Income and Risk

Fees: SQLV, VB, VUG, IWF

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VUG0.03%$3

IWF0.18%$18

SQLV0.60%$60

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

Yields: SQLV, VB, VUG, IWF

1.28%highest, VB

FundTrailing yieldYield$10k

VB1.28%$129

SQLV1.03%$103

VUG0.43%$43

IWF0.39%$39

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

Income After Fees on $10,000

$126most kept, VB

VB$129 − $3 = $126

SQLV$103 − $60 = $43

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

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

Overlap: SQLV, VB, VUG, IWF

Today

78.0%most shared, VUG and IWF

SQLVVBVUGIWF

SQLV—4.1%0.0%0.0%

VB4.1%—0.4%3.9%

VUG0.0%0.4%—78.0%

IWF0.0%3.9%78.0%—

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

VBWorst drop−9.0%16.2% vol

SQLVWorst drop−7.7%16.5% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

VBSQLV

+11.2%Year to date+22.6%

1.3%Yield1.0%

+14.6%Past year+28.3%

0.03%Fee0.60%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

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