Compare · 4 funds side by side · dividends reinvested

SQLV, VBR, VO and IJR

SQLVFranklin Templeton×VBRVanguard×VOVanguard×IJRiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,215VBR · best of the four

Story of the four · IncomeMost incomeVBR · 1.78% · $178 a year on $10k

Story of the four · RiskSmallest drop

SQLV, VBR, VO and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.78%+18.8%+22.2%+18.2%+8.8%−8.9%14.4%$35.1B1.8

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+14.4%+18.0%+6.7%−8.2%13.0%$103B2.4

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.5%+28.9%+15.2%+7.1%−7.7%16.6%$40M2.6

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.5%+21.3%+16.2%+5.7%−9.7%16.3%$107B3.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: SQLV 2017 · VBR 2004 · VO 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Royce Quant Small-Cap Quality Value ETF · $40M$14,078

SQLV

More Ways to See the Pairs

SQLV vs VBR: Top 5 Holdings

Today

SQLV

4.8%in top 5

VBR

in top 53.3%

SQLVStockVBR

1.2%DXCnot top 5

1.0%KDnot top 5

0.9%EMBCnot top 5

0.9%HRBnot top 5

0.9%KSSnot top 5

Cost, Income and Risk

Fees: SQLV, VBR, VO, IJR

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VBR0.05%$5

IJR0.06%$6

SQLV0.60%$60

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,215

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

SQLVMeasureVBR

+23.5%Year to dateJan 1 → Nov 10+18.8%

+28.9%1 yearTotal return+22.2%

+15.2%3 years · per year$10,000 became $15,277 · $16,502+18.2%

+7.1%5 years · per year$10,000 became $14,078 · $15,215+8.8%

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

1.02%Trailing 12-mo yield$102 · $178 a year on $10k1.78%

−7.7%Worst dropSmaller is better−8.9%

16.6%VolatilityLower is calmer14.4%

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

3–5VBR wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

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 10, 2026 · share of each fund

SQLV vs VBR Returns, Every Period

5Y

Franklin TempletonSQLV

+7.1%

5 years, per year

VBRVanguard

+8.8%

5 years, per year

SQLVVBRFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

SQLV vs VBR

YTD

Franklin TempletonSQLV

+23.5%

VBRVanguard

+18.8%

+23.5%Year to date+18.8%

−7.7%Worst drop · 1Y−8.9%

16.6%Volatility · 1Y14.4%

1.0%Yield1.8%

$39.8MAssets$35.1B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: SQLV, VBR, VO, IJR

1Y

1.78%highest, VBR

FundTrailing yieldYield$10k

VBR1.78%$178

VO1.35%$135

IJR1.21%$121

SQLV1.02%$102

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$173most kept, VBR

VBR$178 − $5 = $173

VO$135 − $3 = $132

IJR$121 − $6 = $115

SQLV$102 − $60 = $42

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SQLV, VBR, VO, IJR

Today

20.8%most shared, VBR and IJR

SQLVVBRVOIJR

SQLV—5.4%0.0%15.1%

VBR5.4%—1.7%20.8%

VO0.0%1.7%—0.0%

IJR15.1%20.8%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+28.9%SQLV, at 16.6% volatility

VOWorst drop−8.2%13.0% vol

VBRWorst drop−8.9%14.4% vol

IJRWorst drop−9.7%16.3% vol

SQLVWorst drop−7.7%16.6% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VBRSQLV

+18.8%Year to date+23.5%

1.8%Yield1.0%

+22.2%Past year+28.9%

0.05%Fee0.60%

2–2level

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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SQLV, VBR, VO and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four