Compare · 3 funds side by side · dividends reinvested

SQLV, VBR and IJR

SQLVFranklin Templeton×VBRVanguard×IJRiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,958VBR · 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 IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.80%+17.8%+20.3%+18.5%+8.4%−8.9%14.4%$35.1B1.5

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.03%+22.5%+25.9%+15.5%+6.5%−7.7%16.6%$39M2.1

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.0%+19.1%+16.7%+5.3%−9.7%16.4%$106B2.4

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

End-of-day Nov 12, 2026 · returns include dividends · since: SQLV 2017 · VBR 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Small-Cap Value ETF · $35.1B$14,958

VBR

SQLV

Royce Quant Small-Cap Quality Value ETF · $39M$13,678

$10,000 five years ago, dividends reinvested · they hold 5.4% in common

VBR

More Ways to See the Pairs

VBR vs SQLV: Top 5 Holdings

Today

VBR

3.3%in top 5

SQLV

in top 54.9%

VBRStockSQLV

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, IJR

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

IJR0.06%$6

SQLV0.60%$60

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: SQLV, VBR, IJR

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

SQLV

+17.8%Year to dateJan 1 → Nov 12+22.5%

+20.3%1 yearTotal return+25.9%

+18.5%3 years · per year$10,000 became $16,638 · $15,405+15.5%

+8.4%5 years · per year$10,000 became $14,958 · $13,678+6.5%

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

1.80%Trailing 12-mo yield$180 · $103 a year on $10k1.03%

−8.9%Worst dropSmaller is better−7.7%

14.4%VolatilityLower is calmer16.6%

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

5–3VBR wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.8%MRNAnot top 5

0.7%JBLnot top 5

0.6%WSMnot top 5

0.6%ATOnot top 5

0.6%FFIVnot top 5

Held in common5.4%

End-of-day Nov 12, 2026 · share of each fund

VBR vs SQLV Returns, Every Period

5Y

VanguardVBR

+8.4%

5 years, per year

SQLVFranklin Templeton

+6.5%

5 years, per year

VBRSQLVFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

VBR vs IJR

YTD

VanguardVBR

+17.8%

IJRiShares

+18.0%

+17.8%Year to date+18.0%

−8.9%Worst drop · 1Y−9.7%

14.4%Volatility · 1Y16.4%

1.8%Yield1.2%

$35.1BAssets$106B

3–1VBR wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.80%highest, VBR

FundTrailing yieldYield$10k

VBR1.80%$180

IJR1.21%$121

SQLV1.03%$103

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

Income After Fees on $10,000

1Y

$175most kept, VBR

VBR$180 − $5 = $175

IJR$121 − $6 = $115

SQLV$103 − $60 = $43

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SQLV, VBR, IJR

Today

20.8%most shared, VBR and IJR

SQLVVBRIJR

SQLV—5.4%15.1%

VBR5.4%—20.8%

IJR15.1%20.8%—

End-of-day Nov 12, 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

IJRWorst drop−9.7%16.4% vol

SQLVWorst drop−7.7%16.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

VBRSQLV

+17.8%Year to date+22.5%

1.8%Yield1.0%

+20.3%Past year+25.9%

0.05%Fee0.60%

2–2level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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SQLV, VBR and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three