Compare · 3 funds side by side · dividends reinvested

SQLV, VBR and IWF

SQLVFranklin Templeton×VBRVanguard×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,441IWF · 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%1.83%+15.9%+19.5%+19.0%+8.7%−8.9%14.2%$35.1B1.6

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%$39M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.4

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

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

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,197

VBR

SQLV

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

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

VBRMeasureSQLV

+15.9%Year to dateJan 1 → Nov 6+21.1%

+19.5%1 yearTotal return+25.3%

+19.0%3 years · per year$10,000 became $16,848 · $15,694+16.2%

+8.7%5 years · per year$10,000 became $15,197 · $14,141+7.2%

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

1.83%Trailing 12-mo yield$183 · $104 a year on $10k1.04%

−8.9%Worst dropSmaller is better−7.7%

14.2%VolatilityLower is calmer16.5%

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

5–3VBR wins

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

More Ways to See the Pairs

VBR vs SQLV: Top 5 Holdings

Today

VBR

3.3%in top 5

SQLV

in top 54.8%

VBRStockSQLV

not top 5DXC1.2%

not top 5KD1.0%

not top 5KSS0.9%

not top 5EMBC0.9%

not top 5HRB0.9%

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 6, 2026 · share of each fund

VBR vs SQLV Returns, Every Period

VanguardVBR

+8.7%

5 years, per year

SQLVFranklin Templeton

+7.2%

5 years, per year

VBRSQLVFaded: behind in that period

2–2Level

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

VBR vs SQLV

YTD

VanguardVBR

+15.9%

SQLVFranklin Templeton

+21.1%

+15.9%Year to date+21.1%

−8.9%Worst drop · 1Y−7.7%

14.2%Volatility · 1Y16.5%

1.8%Yield1.0%

$35.1BAssets$39.4M

2–2level

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

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 6, 2026 · fee on $10,000 a year

Yields: SQLV, VBR, IWF

1.83%highest, VBR

FundTrailing yieldYield$10k

VBR1.83%$183

SQLV1.04%$104

IWF0.39%$39

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

Income After Fees on $10,000

$178most kept, VBR

VBR$183 − $5 = $178

SQLV$104 − $60 = $44

IWF$39 − $18 = $21

KeptFee

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

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 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+25.3%SQLV, at 16.5% volatility

VBRWorst drop−8.9%14.2% vol

SQLVWorst drop−7.7%16.5% vol

IWFWorst drop−14.6%19.4% 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 Three

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$59.1B

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