Compare · 4 funds side by side · dividends reinvested

SQLV, VBR, IJH and VUG

SQLVFranklin Templeton×VBRVanguard×IJHiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,124VUG · best of the four

02 / 04

SQLV, VBR, IJH and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.83%+15.9%+19.5%+19.0%+8.7%−8.9%14.2%$35.1B1.9

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.04%+21.1%+25.3%+16.2%+7.2%−7.7%16.5%$39M2.5

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.9

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SQLV 2017 · VBR 2004 · IJH 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $39M$14,141

SQLV

IJH

iShares Core S&P Mid-Cap ETF · $121B$13,830

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

SQLVMeasureIJH

+21.1%Year to dateJan 1 → Nov 6+9.5%

+25.3%1 yearTotal return+12.9%

+16.2%3 years · per year$10,000 became $15,694 · $15,806+16.5%

+7.2%5 years · per year$10,000 became $14,141 · $13,830+6.7%

0.60%Expense ratio$60 · $5 a year on $10k · lower is better0.05%

1.04%Trailing 12-mo yield$104 · $125 a year on $10k1.25%

−7.7%Worst dropSmaller is better−8.8%

16.5%VolatilityLower is calmer15.5%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SQLV vs IJH: Top 5 Holdings

Today

SQLV

4.8%in top 5

IJH

in top 53.5%

SQLVStockIJH

1.2%DXCnot top 5

1.0%KDnot top 5

0.9%KSSnot top 5

0.9%EMBCnot top 5

0.9%HRBnot top 5

not top 5UTHR0.7%

not top 5FTI0.7%

not top 5USFD0.7%

not top 5THC0.7%

not top 5ATI0.7%

Held in common2.7%

End-of-day Nov 6, 2026 · share of each fund

SQLV vs IJH Returns, Every Period

Franklin TempletonSQLV

+7.2%

5 years, per year

IJHiShares

+6.7%

5 years, per year

SQLVIJHFaded: behind in that period

3–1SQLV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SQLV vs VBR

YTD

Franklin TempletonSQLV

+21.1%

VBRVanguard

+15.9%

+21.1%Year to date+15.9%

−7.7%Worst drop · 1Y−8.9%

16.5%Volatility · 1Y14.2%

1.0%Yield1.8%

$38.9MAssets$35.1B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, VBR, IJH, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VBR0.05%$5

IJH0.05%$5

SQLV0.60%$60

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SQLV, VBR, IJH, VUG

1.83%highest, VBR

FundTrailing yieldYield$10k

VBR1.83%$183

IJH1.25%$125

SQLV1.04%$104

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$178most kept, VBR

VBR$183 − $5 = $178

IJH$125 − $5 = $120

SQLV$104 − $60 = $44

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SQLV, VBR, IJH, VUG

Today

40.5%most shared, VBR and IJH

SQLVVBRIJHVUG

SQLV—5.4%2.7%0.0%

VBR5.4%—40.5%0.0%

IJH2.7%40.5%—0.0%

VUG0.0%0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+25.3%SQLV, at 16.5% volatility

VBRWorst drop−8.9%14.2% vol

IJHWorst drop−8.8%15.5% vol

SQLVWorst drop−7.7%16.5% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VBRSQLV

+15.9%Year to date+21.1%

1.8%Yield1.0%

+19.5%Past year+25.3%

0.05%Fee0.60%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026