Compare · 4 funds side by side · dividends reinvested

SQLV, VIG, IWF and IJR

SQLVFranklin Templeton×VIGVanguard×IWFiShares×IJRiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,331VIG · best of the four

02 / 04

SQLV, VIG, IWF and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.8

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%$41M2.5

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$108B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B3.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: SQLV 2017 · VIG 2006 · IWF 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $41M$14,355

SQLV

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

SQLVMeasureVIG

+22.6%Year to dateJan 1 → Nov 5+12.5%

+28.3%1 yearTotal return+15.2%

+16.8%3 years · per year$10,000 became $15,951 · $16,814+18.9%

+7.5%5 years · per year$10,000 became $14,355 · $16,331+10.3%

0.60%Expense ratio$60 · $4 a year on $10k · lower is better0.04%

1.03%Trailing 12-mo yield$103 · $149 a year on $10k1.49%

−7.7%Worst dropSmaller is better−7.9%

16.5%VolatilityLower is calmer10.8%

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

3–5VIG 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 VIG: Top 5 Holdings

Today

SQLV

4.5%in top 5

VIG

in top 522.1%

SQLVStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

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

Held in common0.2%

End-of-day Nov 5, 2026 · share of each fund

SQLV vs VIG Returns, Every Period

Franklin TempletonSQLV

+7.5%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

SQLVVIGFaded: behind in that period

2–2Level

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

Stocks vs Income: SQLV vs VIG

YTD

Franklin TempletonSQLV

+22.6%

VIGVanguard

+12.5%

+22.6%Year to date+12.5%

−7.7%Worst drop · 1Y−7.9%

16.5%Volatility · 1Y10.8%

1.0%Yield1.5%

$41.0MAssets$109B

2–2level

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

Cost, Income and Risk

Fees: SQLV, VIG, IWF, IJR

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IJR0.06%$6

IWF0.18%$18

SQLV0.60%$60

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

Yields: SQLV, VIG, IWF, IJR

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

IJR1.24%$124

SQLV1.03%$103

IWF0.39%$39

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

IJR$124 − $6 = $118

SQLV$103 − $60 = $43

IWF$39 − $18 = $21

KeptFee

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

Overlap: SQLV, VIG, IWF, IJR

Today

32.5%most shared, VIG and IWF

SQLVVIGIWFIJR

SQLV—0.2%0.0%15.3%

VIG0.2%—32.5%0.7%

IWF0.0%32.5%—0.1%

IJR15.3%0.7%0.1%—

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

VIGWorst drop−7.9%10.8% vol

IJRWorst drop−9.7%16.3% 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

VIGSQLV

+12.5%Year to date+22.6%

1.5%Yield1.0%

+15.2%Past year+28.3%

0.04%Fee0.60%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

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$62.5B

1–1level

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026