Compare · 4 funds side by side · dividends reinvested

SQLV, VIG, VUG and VTV

SQLVFranklin Templeton×VIGVanguard×VUGVanguard×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,585VTV · best of the four

02 / 04

SQLV, VIG, VUG and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.6

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.04%+21.1%+25.3%+16.2%+7.2%−7.7%16.5%$39M2.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B3.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: SQLV 2017 · VIG 2006 · VUG 2004 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,243

VIG

SQLV

Royce Quant Small-Cap Quality Value ETF · $39M$14,141

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

VIGMeasureSQLV

+12.1%Year to dateJan 1 → Nov 6+21.1%

+14.3%1 yearTotal return+25.3%

+18.6%3 years · per year$10,000 became $16,669 · $15,694+16.2%

+10.2%5 years · per year$10,000 became $16,243 · $14,141+7.2%

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

1.50%Trailing 12-mo yield$150 · $104 a year on $10k1.04%

−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 6, 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 54.8%

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 5DXC1.2%

not top 5KD1.0%

not top 5KSS0.9%

not top 5EMBC0.9%

not top 5HRB0.9%

Held in common0.2%

End-of-day Nov 6, 2026 · share of each fund

VIG vs SQLV Returns, Every Period

VanguardVIG

+10.2%

5 years, per year

SQLVFranklin Templeton

+7.2%

5 years, per year

VIGSQLVFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Stocks: VIG vs VTV

YTD

VanguardVIG

+12.1%

VTVVanguard

+18.5%

+12.1%Year to date+18.5%

−7.9%Worst drop · 1Y−6.4%

10.8%Volatility · 1Y10.7%

1.5%Yield1.9%

$109BAssets$184B

4–0VTV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, VIG, VUG, VTV

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VTV0.03%$3

VIG0.04%$4

SQLV0.60%$60

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SQLV, VIG, VUG, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

VIG1.50%$150

SQLV1.04%$104

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

VIG$150 − $4 = $146

SQLV$104 − $60 = $44

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SQLV, VIG, VUG, VTV

Today

51.5%most shared, VIG and VTV

SQLVVIGVUGVTV

SQLV—0.2%0.0%0.0%

VIG0.2%—26.4%51.5%

VUG0.0%26.4%—1.9%

VTV0.0%51.5%1.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+25.3%SQLV, at 16.5% volatility

VTVWorst drop−6.4%10.7% vol

VIGWorst drop−7.9%10.8% vol

SQLVWorst drop−7.7%16.5% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VTVSQLV

+18.5%Year to date+21.1%

1.9%Yield1.0%

+22.9%Past year+25.3%

0.03%Fee0.60%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026