Compare · 3 funds side by side · dividends reinvested

SQLV, VO and VTV

SQLVFranklin Templeton×VOVanguard×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,352VTV · best of the three

02 / 04

SQLV, VO and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.3

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%$41M2.3

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B2.4

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 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Value ETF · $184B$18,352

VTV

SQLV

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

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

VTVMeasureSQLV

+22.8%Year to dateJan 1 → Nov 4+27.7%

+27.5%1 yearTotal return+33.0%

+22.9%3 years · per year$10,000 became $18,551 · $16,710+18.7%

+12.9%5 years · per year$10,000 became $18,352 · $15,155+8.7%

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

1.80%Trailing 12-mo yield$180 · $99 a year on $10k0.99%

−6.4%Worst dropSmaller is better−7.7%

10.2%VolatilityLower is calmer16.0%

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

6–2VTV wins

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

More Ways to See the Pairs

VTV vs SQLV: Top 5 Holdings

Today

VTV

15.8%in top 5

SQLV

in top 54.5%

VTVStockSQLV

4.6%MUnot top 5

3.3%JPMnot top 5

2.9%BRK-Bnot top 5

2.6%XOMnot top 5

2.4%JNJnot top 5

not top 5DXC1.1%

not top 5KSS0.9%

not top 5HRB0.9%

not top 5EMBC0.8%

not top 5QLYS0.8%

Held in common0.0%

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

VTV vs SQLV Returns, Every Period

VanguardVTV

+12.9%

5 years, per year

SQLVFranklin Templeton

+8.7%

5 years, per year

VTVSQLVFaded: behind in that period

2–2Level

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

VTV vs VO

YTD

VanguardVTV

+22.8%

VOVanguard

+14.7%

+22.8%Year to date+14.7%

−6.4%Worst drop · 1Y−8.2%

10.2%Volatility · 1Y12.4%

1.8%Yield1.3%

$184BAssets$103B

4–0VTV wins

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

Cost, Income and Risk

Fees: SQLV, VO, VTV

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VTV0.03%$3

SQLV0.60%$60

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

Yields: SQLV, VO, VTV

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

VO1.34%$134

SQLV0.99%$99

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

VO$134 − $3 = $131

SQLV$99 − $60 = $39

KeptFee

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

Overlap: SQLV, VO, VTV

Today

28.5%most shared, VO and VTV

SQLVVOVTV

SQLV—0.0%0.0%

VO0.0%—28.5%

VTV0.0%28.5%—

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

VTVWorst drop−6.4%10.2% vol

VOWorst drop−8.2%12.4% vol

SQLVWorst drop−7.7%16.0% vol

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

Paid More vs Made More

YTD

VTVSQLV

+22.8%Year to date+27.7%

1.8%Yield1.0%

+27.5%Past year+33.0%

0.03%Fee0.60%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026