Compare · 4 funds side by side · dividends reinvested

SQLV, VOO, VTV and IWF

SQLVFranklin Templeton×VOOVanguard×VTVVanguard×IWFiShares×

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

02 / 04

SQLV, VOO, VTV and IWF, 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%$184B1.4

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%$1.00T2.1

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%$41M2.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B3.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: SQLV 2017 · VOO 2010 · VTV 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $121B$16,559

IWF

SQLV

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

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

IWFMeasureSQLV

−0.1%Year to dateJan 1 → Nov 4+27.7%

−3.0%1 yearTotal return+33.0%

+22.3%3 years · per year$10,000 became $18,310 · $16,710+18.7%

+10.6%5 years · per year$10,000 became $16,559 · $15,155+8.7%

0.18%Expense ratio$18 · $60 a year on $10k · lower is better0.60%

0.37%Trailing 12-mo yield$37 · $99 a year on $10k0.99%

−15.6%Worst dropSmaller is better−7.7%

18.3%VolatilityLower is calmer16.0%

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

3–5SQLV wins

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

More Ways to See the Pairs

IWF vs SQLV: Top 5 Holdings

Today

IWF

39.3%in top 5

SQLV

in top 54.5%

IWFStockSQLV

15.1%NVDAnot top 5

8.1%AAPLnot top 5

6.1%MSFTnot top 5

5.1%GOOGLnot top 5

4.8%AVGOnot 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

IWF vs SQLV Returns, Every Period

iSharesIWF

+10.6%

5 years, per year

SQLVFranklin Templeton

+8.7%

5 years, per year

IWFSQLVFaded: behind in that period

2–2Level

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

IWF vs VTV

YTD

iSharesIWF

−0.1%

VTVVanguard

+22.8%

−0.1%Year to date+22.8%

−15.6%Worst drop · 1Y−6.4%

18.3%Volatility · 1Y10.2%

0.4%Yield1.8%

$121BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: SQLV, VOO, VTV, IWF

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

VTV0.03%$3

IWF0.18%$18

SQLV0.60%$60

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

Yields: SQLV, VOO, VTV, IWF

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

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

$177most kept, VTV

VTV$180 − $3 = $177

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, VOO, VTV, IWF

Today

59.1%most shared, VOO and IWF

SQLVVOOVTVIWF

SQLV—0.0%0.0%0.0%

VOO0.0%—41.1%59.1%

VTV0.0%41.1%—12.1%

IWF0.0%59.1%12.1%—

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

VTVWorst drop−6.4%10.2% 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

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 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

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