Compare · 4 funds side by side · dividends reinvested

SQLV, VIG, VUG and VO

SQLVFranklin Templeton×VIGVanguard×VUGVanguard×VOVanguard×

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, VUG and VO, 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%$39M2.5

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B3.0

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 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

VIG

SQLV

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

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

VIGMeasureSQLV

+12.5%Year to dateJan 1 → Nov 5+22.6%

+15.2%1 yearTotal return+28.3%

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

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

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

1.49%Trailing 12-mo yield$149 · $103 a year on $10k1.03%

−7.9%Worst dropSmaller is better−7.7%

10.8%VolatilityLower is calmer16.5%

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

5–3VIG wins

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

VIG vs SQLV Returns, Every Period

VanguardVIG

+10.3%

5 years, per year

SQLVFranklin Templeton

+7.5%

5 years, per year

VIGSQLVFaded: behind in that period

2–2Level

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

Income vs Stocks: VIG vs VO

YTD

VanguardVIG

+12.5%

VOVanguard

+10.7%

+12.5%Year to date+10.7%

−7.9%Worst drop · 1Y−8.2%

10.8%Volatility · 1Y12.9%

1.5%Yield1.4%

$109BAssets$103B

4–0VIG wins

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

Cost, Income and Risk

Fees: SQLV, VIG, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

VIG0.04%$4

SQLV0.60%$60

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

Yields: SQLV, VIG, VUG, VO

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

VO1.39%$139

SQLV1.03%$103

VUG0.43%$43

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

VO$139 − $3 = $136

SQLV$103 − $60 = $43

VUG$43 − $3 = $40

KeptFee

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

Overlap: SQLV, VIG, VUG, VO

Today

26.4%most shared, VIG and VUG

SQLVVIGVUGVO

SQLV—0.2%0.0%0.0%

VIG0.2%—26.4%13.5%

VUG0.0%26.4%—10.2%

VO0.0%13.5%10.2%—

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

VOWorst drop−8.2%12.9% vol

SQLVWorst drop−7.7%16.5% vol

VUGWorst drop−15.1%19.0% 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%

$120BAssets$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$59.1B

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%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026