Compare · 2 funds side by side · dividends reinvested

SQLV and VBR

SQLVFranklin Templeton×VBRVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,849VBR · best of the two

02 / 04

SQLV and VBR, 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%$35.1B1.4

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%$40M1.6

Rank among the two1st → 2ndFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,849

VBR

SQLV

Royce Quant Small-Cap Quality Value ETF · $40M$15,155

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

VBRMeasureSQLV

+19.4%Year to dateJan 1 → Nov 4+27.7%

+23.4%1 yearTotal return+33.0%

+20.8%3 years · per year$10,000 became $17,630 · $16,710+18.7%

+9.6%5 years · per year$10,000 became $15,849 · $15,155+8.7%

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

1.77%Trailing 12-mo yield$177 · $99 a year on $10k0.99%

−8.9%Worst dropSmaller is better−7.7%

13.9%VolatilityLower is calmer16.0%

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

5–3VBR wins

End-of-day Nov 4, 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 54.5%

VBRStockSQLV

not top 5DXC1.1%

not top 5KSS0.9%

not top 5HRB0.9%

not top 5EMBC0.8%

not top 5QLYS0.8%

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 4, 2026 · share of each fund

VBR vs SQLV Returns, Every Period

VanguardVBR

+9.6%

5 years, per year

SQLVFranklin Templeton

+8.7%

5 years, per year

VBRSQLVFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

VBR vs SQLV

YTD

VanguardVBR

+19.4%

SQLVFranklin Templeton

+27.7%

+19.4%Year to date+27.7%

−8.9%Worst drop · 1Y−7.7%

13.9%Volatility · 1Y16.0%

1.8%Yield1.0%

$35.1BAssets$39.8M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, VBR

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

SQLV0.60%$60

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SQLV, VBR

1.77%highest, VBR

FundTrailing yieldYield$10k

VBR1.77%$177

SQLV0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$172most kept, VBR

VBR$177 − $5 = $172

SQLV$99 − $60 = $39

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SQLV, VBR

Today

5.4%most shared, SQLV and VBR

SQLVVBR

SQLV—5.4%

VBR5.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+33.0%SQLV, at 16.0% volatility

VBRWorst drop−8.9%13.9% vol

SQLVWorst drop−7.7%16.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VBRSQLV

+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

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026