Compare · 4 funds side by side · dividends reinvested

SQLV, VBR, VTV and IWF

SQLVFranklin Templeton×VBRVanguard×VTVVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,626VTV · best of the four

02 / 04

SQLV, VBR, VTV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.3

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.83%+15.9%+20.7%+19.3%+8.7%−8.9%14.3%$35.1B2.6

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.03%+22.6%+28.3%+16.8%+7.5%−7.7%16.5%$39M2.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B3.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: SQLV 2017 · VBR 2004 · VTV 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $39M$14,355

SQLV

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,143

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

SQLVMeasureVBR

+22.6%Year to dateJan 1 → Nov 5+15.9%

+28.3%1 yearTotal return+20.7%

+16.8%3 years · per year$10,000 became $15,951 · $16,965+19.3%

+7.5%5 years · per year$10,000 became $14,355 · $15,143+8.7%

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

1.03%Trailing 12-mo yield$103 · $183 a year on $10k1.83%

−7.7%Worst dropSmaller is better−8.9%

16.5%VolatilityLower is calmer14.3%

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

3–5VBR wins

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

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 5, 2026 · share of each fund

SQLV vs VBR Returns, Every Period

Franklin TempletonSQLV

+7.5%

5 years, per year

VBRVanguard

+8.7%

5 years, per year

SQLVVBRFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SQLV vs VTV

YTD

Franklin TempletonSQLV

+22.6%

VTVVanguard

+19.0%

+22.6%Year to date+19.0%

−7.7%Worst drop · 1Y−6.4%

16.5%Volatility · 1Y10.7%

1.0%Yield1.9%

$39.4MAssets$184B

3–1VTV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, VBR, VTV, IWF

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VBR0.05%$5

IWF0.18%$18

SQLV0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SQLV, VBR, VTV, IWF

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

VBR1.83%$183

SQLV1.03%$103

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

VBR$183 − $5 = $178

SQLV$103 − $60 = $43

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SQLV, VBR, VTV, IWF

Today

11.9%most shared, VTV and IWF

SQLVVBRVTVIWF

SQLV—5.4%0.0%0.0%

VBR5.4%—0.7%0.7%

VTV0.0%0.7%—11.9%

IWF0.0%0.7%11.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+28.3%SQLV, at 16.5% volatility

VTVWorst drop−6.4%10.7% vol

VBRWorst drop−8.9%14.3% vol

SQLVWorst drop−7.7%16.5% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VTVSQLV

+19.0%Year to date+22.6%

1.9%Yield1.0%

+24.0%Past year+28.3%

0.03%Fee0.60%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026