Compare · 3 funds side by side · dividends reinvested

SQLV, VO and QQQ

SQLVFranklin Templeton×VOVanguard×QQQInvesco×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,763QQQ · best of the three

02 / 04

SQLV, VO and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B1.8

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%$41M1.9

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.45%+13.0%+10.0%+26.3%+13.4%−11.7%20.3%$465B2.4

Rank among the three1st → 3rdFee, 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 · VO 2004 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

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

SQLV

Vanguard Morningstar Mid-Cap ETF · $103B$14,290

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SQLVMeasureVO

+27.7%Year to dateJan 1 → Nov 4+14.7%

+33.0%1 yearTotal return+15.3%

+18.7%3 years · per year$10,000 became $16,710 · $17,578+20.7%

+8.7%5 years · per year$10,000 became $15,155 · $14,290+7.4%

0.60%Expense ratio$60 · $3 a year on $10k · lower is better0.03%

0.99%Trailing 12-mo yield$99 · $134 a year on $10k1.34%

−7.7%Worst dropSmaller is better−8.2%

16.0%VolatilityLower is calmer12.4%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SQLV vs VO: Top 5 Holdings

Today

SQLV

4.5%in top 5

in top 55.3%

SQLVStockVO

1.1%DXCnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

0.9%KSSnot top 5

0.9%HRBnot top 5

0.8%EMBCnot top 5

0.8%QLYSnot top 5

Held in common0.0%

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

SQLV vs VO Returns, Every Period

Franklin TempletonSQLV

+8.7%

5 years, per year

VOVanguard

+7.4%

5 years, per year

SQLVVOFaded: behind in that period

3–1SQLV wins

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

SQLV vs VO

YTD

Franklin TempletonSQLV

+27.7%

VOVanguard

+14.7%

+27.7%Year to date+14.7%

−7.7%Worst drop · 1Y−8.2%

16.0%Volatility · 1Y12.4%

1.0%Yield1.3%

$41.0MAssets$103B

2–2level

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

Cost, Income and Risk

Fees: SQLV, VO, QQQ

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

QQQ0.18%$18

SQLV0.60%$60

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

Yields: SQLV, VO, QQQ

1.34%highest, VO

FundTrailing yieldYield$10k

VO1.34%$134

SQLV0.99%$99

QQQ0.45%$45

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

SQLV$99 − $60 = $39

QQQ$45 − $18 = $27

KeptFee

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

Overlap: SQLV, VO, QQQ

Today

9.3%most shared, VO and QQQ

SQLVVOQQQ

SQLV—0.0%0.0%

VO0.0%—9.3%

QQQ0.0%9.3%—

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

Return vs Bumpiness: 3 ETFs

+33.0%SQLV, at 16.0% volatility

VOWorst drop−8.2%12.4% vol

SQLVWorst drop−7.7%16.0% vol

QQQWorst drop−11.7%20.3% vol

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

Paid More vs Made More

YTD

VOSQLV

+14.7%Year to date+27.7%

1.3%Yield1.0%

+15.3%Past year+33.0%

0.03%Fee0.60%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

QQQM vs QQQ

YTD

InvescoQQQM

+13.1%

QQQInvesco

+13.0%

+13.1%Year to date+13.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 4, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+18.8%

QQQInvesco

+13.0%

+18.8%Year to date+13.0%

0.94% · $94Fee · on $10k a year0.18% · $18

$33.2BAssets$465B

1–1level

End-of-day Nov 4, 2026

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