Compare · 4 funds side by side · dividends reinvested

SQLV, VOO, IWF and VTV

SQLVFranklin Templeton×VOOVanguard×IWFiShares×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,626VTV · best of the four

02 / 04

SQLV, VOO, IWF and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T2.1

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.03%+22.6%+28.3%+16.8%+7.5%−7.7%16.5%$39M2.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B3.6

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SQLV 2017 · VOO 2010 · IWF 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,156

VOO

SQLV

Royce Quant Small-Cap Quality Value ETF · $39M$14,355

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

VOOMeasureSQLV

+8.4%Year to dateJan 1 → Nov 5+22.6%

+9.8%1 yearTotal return+28.3%

+22.1%3 years · per year$10,000 became $18,224 · $15,951+16.8%

+11.4%5 years · per year$10,000 became $17,156 · $14,355+7.5%

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

1.10%Trailing 12-mo yield$110 · $103 a year on $10k1.03%

−8.9%Worst dropSmaller is better−7.7%

13.5%VolatilityLower is calmer16.5%

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

5–3VOO wins

End-of-day Nov 5, 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 5, 2026 · share of each fund

VOO vs SQLV Returns, Every Period

VanguardVOO

+11.4%

5 years, per year

SQLVFranklin Templeton

+7.5%

5 years, per year

VOOSQLVFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Core vs Stocks: VOO vs VTV

YTD

VanguardVOO

+8.4%

VTVVanguard

+19.0%

+8.4%Year to date+19.0%

−8.9%Worst drop · 1Y−6.4%

13.5%Volatility · 1Y10.7%

1.1%Yield1.9%

$1.00TAssets$184B

4–0VTV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, VOO, IWF, VTV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

VTV0.03%$3

IWF0.18%$18

SQLV0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SQLV, VOO, IWF, VTV

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

VOO1.10%$110

SQLV1.03%$103

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

VOO$110 − $3 = $107

SQLV$103 − $60 = $43

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SQLV, VOO, IWF, VTV

Today

59.2%most shared, VOO and IWF

SQLVVOOIWFVTV

SQLV—0.0%0.0%0.0%

VOO0.0%—59.2%41.1%

IWF0.0%59.2%—11.9%

VTV0.0%41.1%11.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+28.3%SQLV, at 16.5% volatility

VTVWorst drop−6.4%10.7% vol

VOOWorst drop−8.9%13.5% vol

SQLVWorst drop−7.7%16.5% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VTVSQLV

+19.0%Year to date+22.6%

1.9%Yield1.0%

+24.0%Past year+28.3%

0.03%Fee0.60%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026