Compare · 4 funds side by side · dividends reinvested

SQLV, VO, IVV and VUG

SQLVFranklin Templeton×VOVanguard×IVViShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,177IVV · best of the four

02 / 04

SQLV, VO, IVV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.1

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%$39M2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−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 6, 2026 · returns include dividends · since: SQLV 2017 · VO 2004 · IVV 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 16.2% in common

VOMeasureIVV

+10.6%Year to dateJan 1 → Nov 6+8.7%

+11.6%1 yearTotal return+9.8%

+18.6%3 years · per year$10,000 became $16,701 · $18,084+21.8%

+6.3%5 years · per year$10,000 became $13,590 · $17,177+11.4%

0.03%Expense ratio$3 · $3 a year on $10k · lower is better0.03%

1.39%Trailing 12-mo yield$139 · $114 a year on $10k1.14%

−8.2%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer13.6%

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

5–2VO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VO vs IVV: Top 5 Holdings

Today

5.3%in top 5

IVV

in top 527.8%

VOStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

Held in common16.2%

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

VO vs IVV Returns, Every Period

VanguardVO

+6.3%

5 years, per year

IVViShares

+11.4%

5 years, per year

VOIVVFaded: behind in that period

2–2Level

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

Stocks vs Core: VO vs IVV

YTD

VanguardVO

+10.6%

IVViShares

+8.7%

+10.6%Year to date+8.7%

−8.2%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y13.6%

1.4%Yield1.1%

$103BAssets$853B

4–0VO wins

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

Cost, Income and Risk

Fees: SQLV, VO, IVV, VUG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IVV0.03%$3

VUG0.03%$3

SQLV0.60%$60

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

Yields: SQLV, VO, IVV, VUG

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

IVV1.14%$114

SQLV1.04%$104

VUG0.42%$42

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IVV$114 − $3 = $111

SQLV$104 − $60 = $44

VUG$42 − $3 = $39

KeptFee

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

Overlap: SQLV, VO, IVV, VUG

Today

54.8%most shared, IVV and VUG

SQLVVOIVVVUG

SQLV—0.0%0.0%0.0%

VO0.0%—16.2%10.2%

IVV0.0%16.2%—54.8%

VUG0.0%10.2%54.8%—

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

VOWorst drop−8.2%12.9% vol

IVVWorst drop−8.9%13.6% 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

VOSQLV

+10.6%Year to date+21.1%

1.4%Yield1.0%

+11.6%Past year+25.3%

0.03%Fee0.60%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM 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$59.7B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026