Compare · 4 funds side by side · dividends reinvested

SQLV, VIG, VO and VUG

SQLVFranklin Templeton×VIGVanguard×VOVanguard×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,153VUG · best of the four

02 / 04

SQLV, VIG, VO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.0

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%$41M2.5

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.9

Rank among the four1st → 4thFee, 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 · VIG 2006 · VO 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$17,005

VIG

SQLV

Royce Quant Small-Cap Quality Value ETF · $41M$15,155

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

VIGMeasureSQLV

+16.4%Year to dateJan 1 → Nov 4+27.7%

+18.9%1 yearTotal return+33.0%

+20.6%3 years · per year$10,000 became $17,533 · $16,710+18.7%

+11.2%5 years · per year$10,000 became $17,005 · $15,155+8.7%

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

1.44%Trailing 12-mo yield$144 · $99 a year on $10k0.99%

−7.9%Worst dropSmaller is better−7.7%

10.2%VolatilityLower is calmer16.0%

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

5–3VIG wins

End-of-day Nov 4, 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 54.5%

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 5DXC1.1%

not top 5KSS0.9%

not top 5HRB0.9%

not top 5EMBC0.8%

not top 5QLYS0.8%

Held in common0.2%

End-of-day Nov 4, 2026 · share of each fund

VIG vs SQLV Returns, Every Period

VanguardVIG

+11.2%

5 years, per year

SQLVFranklin Templeton

+8.7%

5 years, per year

VIGSQLVFaded: behind in that period

2–2Level

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

Income vs Stocks: VIG vs VO

YTD

VanguardVIG

+16.4%

VOVanguard

+14.7%

+16.4%Year to date+14.7%

−7.9%Worst drop · 1Y−8.2%

10.2%Volatility · 1Y12.4%

1.4%Yield1.3%

$109BAssets$103B

4–0VIG wins

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

Cost, Income and Risk

Fees: SQLV, VIG, VO, VUG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

VIG0.04%$4

SQLV0.60%$60

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

Yields: SQLV, VIG, VO, VUG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

VO1.34%$134

SQLV0.99%$99

VUG0.40%$40

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

VO$134 − $3 = $131

SQLV$99 − $60 = $39

VUG$40 − $3 = $37

KeptFee

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

Overlap: SQLV, VIG, VO, VUG

Today

26.4%most shared, VIG and VUG

SQLVVIGVOVUG

SQLV—0.2%0.0%0.0%

VIG0.2%—13.5%26.4%

VO0.0%13.5%—10.2%

VUG0.0%26.4%10.2%—

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

Return vs Bumpiness: 4 ETFs

+33.0%SQLV, at 16.0% volatility

VIGWorst drop−7.9%10.2% vol

VOWorst drop−8.2%12.4% vol

SQLVWorst drop−7.7%16.0% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

VIGSQLV

+16.4%Year to date+27.7%

1.4%Yield1.0%

+18.9%Past year+33.0%

0.04%Fee0.60%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026