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$16,638VIG · 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%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.8

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.7%+29.4%+16.2%+7.1%−7.7%16.6%$39M2.5

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$104B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: SQLV 2017 · VIG 2006 · IWF 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,638

VIG

SQLV

Royce Quant Small-Cap Quality Value ETF · $39M$14,089

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

VIGMeasureSQLV

+14.8%Year to dateJan 1 → Nov 9+23.7%

+17.6%1 yearTotal return+29.4%

+18.8%3 years · per year$10,000 became $16,775 · $15,678+16.2%

+10.7%5 years · per year$10,000 became $16,638 · $14,089+7.1%

0.04%Expense ratio$4 · $60 a year on $10k · lower is better0.60%

1.46%Trailing 12-mo yield$146 · $102 a year on $10k1.02%

−7.9%Worst dropSmaller is better−7.7%

11.0%VolatilityLower is calmer16.6%

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

5–3VIG wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VIG vs SQLV: Top 5 Holdings

Today

VIG

22.1%in top 5

SQLV

in top 54.9%

VIGStockSQLV

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

not top 5DXC1.3%

not top 5KD1.0%

not top 5HRB0.9%

not top 5EMBC0.9%

not top 5KSS0.9%

Held in common0.2%

End-of-day Nov 9, 2026 · share of each fund

VIG vs SQLV Returns, Every Period

VanguardVIG

+10.7%

5 years, per year

SQLVFranklin Templeton

+7.1%

5 years, per year

VIGSQLVFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Stocks: VIG vs IJR

YTD

VanguardVIG

+14.8%

IJRiShares

+18.9%

+14.8%Year to date+18.9%

−7.9%Worst drop · 1Y−9.7%

11.0%Volatility · 1Y16.4%

1.5%Yield1.2%

$109BAssets$104B

3–1VIG wins

End-of-day Nov 9, 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 9, 2026 · fee on $10,000 a year

Yields: SQLV, VIG, IWF, IJR

1.46%highest, VIG

FundTrailing yieldYield$10k

VIG1.46%$146

IJR1.21%$121

SQLV1.02%$102

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

IJR$121 − $6 = $115

SQLV$102 − $60 = $42

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SQLV, VIG, IWF, IJR

Today

32.6%most shared, VIG and IWF

SQLVVIGIWFIJR

SQLV—0.2%0.0%15.2%

VIG0.2%—32.6%0.7%

IWF0.0%32.6%—0.1%

IJR15.2%0.7%0.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+29.4%SQLV, at 16.6% volatility

VIGWorst drop−7.9%11.0% vol

IJRWorst drop−9.7%16.4% vol

SQLVWorst drop−7.7%16.6% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VIGSQLV

+14.8%Year to date+23.7%

1.5%Yield1.0%

+17.6%Past year+29.4%

0.04%Fee0.60%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026