Compare · 3 funds side by side · dividends reinvested

SQLV, VBR and IJH

SQLVFranklin Templeton×VBRVanguard×IJHiShares×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,747VBR · best of the three

Story of the three · IncomeMost incomeVBR · 1.80% · $180 a year on $10k

Story of the three · RiskSmallest drop

SQLV, VBR and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.80%+17.9%+20.1%+18.8%+8.1%−8.9%14.4%$35.1B1.5

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+12.7%+14.0%+16.4%+6.5%−8.8%15.8%$124B2.1

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.03%+22.6%+25.9%+15.8%+6.2%−7.7%16.6%$39M2.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: SQLV 2017 · VBR 2004 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P Mid-Cap ETF · $124B$13,674

IJH

SQLV

Royce Quant Small-Cap Quality Value ETF · $39M$13,488

$10,000 five years ago, dividends reinvested · they hold 2.6% in common

IJHMeasure

More Ways to See the Pairs

IJH vs SQLV: Top 5 Holdings

Today

IJH

3.6%in top 5

SQLV

in top 54.9%

IJHStockSQLV

not top 5DXC1.3%

not top 5KD1.0%

not top 5EMBC0.9%

not top 5KSS0.9%

not top 5FHI0.8%

Cost, Income and Risk

Fees: SQLV, VBR, IJH

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

IJH0.05%$5

SQLV0.60%$60

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: SQLV, VBR, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

SQLV

+12.7%Year to dateJan 1 → Nov 13+22.6%

+14.0%1 yearTotal return+25.9%

+16.4%3 years · per year$10,000 became $15,788 · $15,545+15.8%

+6.5%5 years · per year$10,000 became $13,674 · $13,488+6.2%

0.05%Expense ratio$5 · $60 a year on $10k · lower is better0.60%

1.22%Trailing 12-mo yield$122 · $103 a year on $10k1.03%

−8.8%Worst dropSmaller is better−7.7%

15.8%VolatilityLower is calmer16.6%

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

5–3IJH wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.7%FTInot top 5

0.7%UTHRnot top 5

0.7%ATInot top 5

0.7%USFDnot top 5

0.7%THCnot top 5

Held in common2.6%

End-of-day Nov 13, 2026 · share of each fund

IJH vs SQLV Returns, Every Period

5Y

iSharesIJH

+6.5%

5 years, per year

SQLVFranklin Templeton

+6.2%

5 years, per year

IJHSQLVFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

IJH vs VBR

YTD

iSharesIJH

+12.7%

VBRVanguard

+17.9%

+12.7%Year to date+17.9%

−8.8%Worst drop · 1Y−8.9%

15.8%Volatility · 1Y14.4%

1.2%Yield1.8%

$124BAssets$35.1B

3–1VBR wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.80%highest, VBR

FundTrailing yieldYield$10k

VBR1.80%$180

IJH1.22%$122

SQLV1.03%$103

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$175most kept, VBR

VBR$180 − $5 = $175

IJH$122 − $5 = $117

SQLV$103 − $60 = $43

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SQLV, VBR, IJH

Today

40.5%most shared, VBR and IJH

SQLVVBRIJH

SQLV—5.4%2.6%

VBR5.4%—40.5%

IJH2.6%40.5%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+25.9%SQLV, at 16.6% volatility

VBRWorst drop−8.9%14.4% vol

IJHWorst drop−8.8%15.8% vol

SQLVWorst drop−7.7%16.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

VBRSQLV

+17.9%Year to date+22.6%

1.8%Yield1.0%

+20.1%Past year+25.9%

0.05%Fee0.60%

2–2level

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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SQLV, VBR and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three