Compare · 3 funds side by side · dividends reinvested

SQLV, VBR and IWF

SQLVFranklin Templeton×VBRVanguard×IWFiShares×
$5k$7.5k$10k$12.5k$15k$17.5k$20kLow $7,239 · 2022IWF$16,559VBR$15,849SQLV$15,155Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,559IWF · best of the three
02 / 04

SQLV, VBR and IWF, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.77%+19.4%+23.4%+20.8%+9.6%−8.9%13.9%$35.1B1.6
Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%0.99%+27.7%+33.0%+18.7%+8.7%−7.7%16.0%$41M2.0
iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.4
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 4, 2026 · returns include dividends · since: SQLV 2017 · VBR 2004 · IWF 2000
@TheETFTracker·theetftracker.com

Head to Head

5Y
Royce Quant Small-Cap Quality Value ETF · $41M$15,155
SQLV
VBR
Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,849

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

SQLVMeasureVBR
+27.7%Year to dateJan 1 → Nov 4+19.4%
+33.0%1 yearTotal return+23.4%
+18.7%3 years · per year$10,000 became $16,710 · $17,630+20.8%
+8.7%5 years · per year$10,000 became $15,155 · $15,849+9.6%
0.60%Expense ratio$60 · $5 a year on $10k · lower is better0.05%
0.99%Trailing 12-mo yield$99 · $177 a year on $10k1.77%
−7.7%Worst dropSmaller is better−8.9%
16.0%VolatilityLower is calmer13.9%
SQLVVBR Winner of the row, in its colourEach row: the bigger of the two fills its side
3–5VBR wins
End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

SQLV vs VBR: Top 5 Holdings

Today
SQLV
4.5%in top 5
VBR
in top 53.3%
SQLVStockVBR
1.1%DXCnot top 5
0.9%KSSnot top 5
0.9%HRBnot top 5
0.8%EMBCnot top 5
0.8%QLYSnot top 5
not top 5MRNA0.8%
not top 5JBL0.7%
not top 5WSM0.6%
not top 5ATO0.6%
not top 5FFIV0.6%
Held in common5.4%
End-of-day Nov 4, 2026 · share of each fund
@TheETFTracker·theetftracker.com

SQLV vs VBR Returns, Every Period

5Y
Franklin TempletonSQLV
+8.7%
5 years, per year
VBRVanguard
+9.6%
5 years, per year
0%+10%+20%+30%+40%+27.7%+19.4%YTD+33.0%+23.4%1 year+18.7%+20.8%3 yrs · yr+8.7%+9.6%5 yrs · yr
SQLVVBRFaded: behind in that period
2–2Level
End-of-day Nov 4, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

SQLV vs VBR

YTD
Franklin TempletonSQLV
+27.7%
VBRVanguard
+19.4%
Jan 1Nov 4+27.7%+19.4%
+27.7%Year to date+19.4%
−7.7%Worst drop · 1Y−8.9%
16.0%Volatility · 1Y13.9%
1.0%Yield1.8%
$41.0MAssets$35.1B
2–2level
End-of-day Nov 4, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: SQLV, VBR, IWF

Today
0.05%lowest, VBR
FundExpense ratioFee$10k
VBR0.05%$5
IWF0.18%$18
SQLV0.60%$60
End-of-day Nov 4, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: SQLV, VBR, IWF

1Y
1.77%highest, VBR
FundTrailing yieldYield$10k
VBR1.77%$177
SQLV0.99%$99
IWF0.37%$37
End-of-day Nov 4, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$172most kept, VBR
VBR$177 − $5 = $172
SQLV$99 − $60 = $39
IWF$37 − $18 = $19
KeptFee
End-of-day Nov 4, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: SQLV, VBR, IWF

Today
5.4%most shared, SQLV and VBR
SQLVVBRIWF
SQLV—5.4%0.0%
VBR5.4%—0.7%
IWF0.0%0.7%—
End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+33.0%SQLV, at 16.0% volatility
−10%0%+10%+20%+30%+40%10%15%20%Volatility · 1 year → bumpierSQLV +33.0%VBR +23.4%IWF −3.0%
VBRWorst drop−8.9%13.9% vol
SQLVWorst drop−7.7%16.0% vol
IWFWorst drop−15.6%18.3% vol
End-of-day Nov 4, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
VBRSQLV
Jan 1Nov 4+19.4%+27.7%
+19.4%Year to date+27.7%
1.8%Yield1.0%
+23.4%Past year+33.0%
0.05%Fee0.60%
2–2level
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

VUG vs SCHG

YTD
VanguardVUG
+6.3%
SCHGSchwab
+6.8%
Jan 1Nov 4+6.3%+6.8%
+6.3%Year to date+6.8%
0.03% · $3Fee · on $10k a year0.04% · $4
$233BAssets$62.5B
1–1level
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+35.3%
VIGVanguard
+16.4%
Jan 1Nov 4+35.3%+16.4%
+35.3%Year to date+16.4%
2.9%Yield1.4%
$123BAssets$109B
2–0SCHD wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+8.8%
Jan 1Nov 4+8.5%+8.8%
+8.5%Year to date+8.8%
12.2%Yield7.8%
$42.1BAssets$46.1B
1–1level
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com