Compare · 3 funds side by side · dividends reinvested

SQLV, VOO and IJR

SQLVFranklin Templeton×VOOVanguard×IJRiShares×

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

02 / 04

SQLV, VOO and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$1.00T1.8

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%$41M2.1

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.9%+22.7%+19.3%+6.8%−9.7%15.8%$108B2.1

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 · VOO 2010 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$18,115

VOO

SQLV

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

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

VOOMeasureSQLV

+13.4%Year to dateJan 1 → Nov 4+27.7%

+13.5%1 yearTotal return+33.0%

+24.2%3 years · per year$10,000 became $19,172 · $16,710+18.7%

+12.6%5 years · per year$10,000 became $18,115 · $15,155+8.7%

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

1.05%Trailing 12-mo yield$105 · $99 a year on $10k0.99%

−8.9%Worst dropSmaller is better−7.7%

12.8%VolatilityLower is calmer16.0%

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

5–3VOO wins

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

More Ways to See the Pairs

VOO vs SQLV: Top 5 Holdings

Today

VOO

28.3%in top 5

SQLV

in top 54.5%

VOOStockSQLV

8.4%NVDAnot top 5

7.4%AAPLnot top 5

5.8%MSFTnot top 5

3.7%AMZNnot top 5

3.1%GOOGLnot 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

VOO vs SQLV Returns, Every Period

VanguardVOO

+12.6%

5 years, per year

SQLVFranklin Templeton

+8.7%

5 years, per year

VOOSQLVFaded: behind in that period

2–2Level

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

Core vs Stocks: VOO vs IJR

YTD

VanguardVOO

+13.4%

IJRiShares

+19.9%

+13.4%Year to date+19.9%

−8.9%Worst drop · 1Y−9.7%

12.8%Volatility · 1Y15.8%

1.1%Yield1.2%

$1.00TAssets$108B

2–2level

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

Cost, Income and Risk

Fees: SQLV, VOO, IJR

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IJR0.06%$6

SQLV0.60%$60

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

Yields: SQLV, VOO, IJR

1.20%highest, IJR

FundTrailing yieldYield$10k

IJR1.20%$120

VOO1.05%$105

SQLV0.99%$99

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

Income After Fees on $10,000

$114most kept, IJR

IJR$120 − $6 = $114

VOO$105 − $3 = $102

SQLV$99 − $60 = $39

KeptFee

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

Overlap: SQLV, VOO, IJR

Today

15.7%most shared, SQLV and IJR

SQLVVOOIJR

SQLV—0.0%15.7%

VOO0.0%—0.0%

IJR15.7%0.0%—

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

VOOWorst drop−8.9%12.8% vol

IJRWorst drop−9.7%15.8% 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

IJRSQLV

+19.9%Year to date+27.7%

1.2%Yield1.0%

+22.7%Past year+33.0%

0.06%Fee0.60%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

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

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