Compare · 4 funds side by side · dividends reinvested

SQLV, VO, VOO and IWF

SQLVFranklin Templeton×VOVanguard×VOOVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,115VOO · best of the four

02 / 04

SQLV, VO, VOO and IWF, 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%$103B2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.0

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

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B3.4

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 · VO 2004 · VOO 2010 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SQLV

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

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

VOMeasureSQLV

+14.7%Year to dateJan 1 → Nov 4+27.7%

+15.3%1 yearTotal return+33.0%

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

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

0.03%Expense ratio$3 · $60 a year on $10k · lower is better0.60%

1.34%Trailing 12-mo yield$134 · $99 a year on $10k0.99%

−8.2%Worst dropSmaller is better−7.7%

12.4%VolatilityLower is calmer16.0%

VOSQLV 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

VO vs SQLV: Top 5 Holdings

Today

5.3%in top 5

SQLV

in top 54.5%

VOStockSQLV

not top 5DXC1.1%

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

not top 5KSS0.9%

not top 5HRB0.9%

not top 5EMBC0.8%

not top 5QLYS0.8%

Held in common0.0%

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

VO vs SQLV Returns, Every Period

VanguardVO

+7.4%

5 years, per year

SQLVFranklin Templeton

+8.7%

5 years, per year

VOSQLVFaded: behind in that period

1–3SQLV wins

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

Stocks vs Core: VO vs VOO

YTD

VanguardVO

+14.7%

VOOVanguard

+13.4%

+14.7%Year to date+13.4%

−8.2%Worst drop · 1Y−8.9%

12.4%Volatility · 1Y12.8%

1.3%Yield1.1%

$103BAssets$1.00T

4–0VO wins

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

Cost, Income and Risk

Fees: SQLV, VO, VOO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VOO0.03%$3

IWF0.18%$18

SQLV0.60%$60

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

Yields: SQLV, VO, VOO, IWF

1.34%highest, VO

FundTrailing yieldYield$10k

VO1.34%$134

VOO1.05%$105

SQLV0.99%$99

IWF0.37%$37

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

VOO$105 − $3 = $102

SQLV$99 − $60 = $39

IWF$37 − $18 = $19

KeptFee

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

Overlap: SQLV, VO, VOO, IWF

Today

59.1%most shared, VOO and IWF

SQLVVOVOOIWF

SQLV—0.0%0.0%0.0%

VO0.0%—15.4%9.3%

VOO0.0%15.4%—59.1%

IWF0.0%9.3%59.1%—

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

VOWorst drop−8.2%12.4% vol

VOOWorst drop−8.9%12.8% vol

SQLVWorst drop−7.7%16.0% vol

IWFWorst drop−15.6%18.3% 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 Four

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM 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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026