Compare · 4 funds side by side · dividends reinvested

SQLV, VOO, VUG and IWF

SQLVFranklin Templeton×VOOVanguard×VUGVanguard×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, VOO, VUG and IWF, 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%$1.00T1.5

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%$41M2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B3.5

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 · VUG 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

Stocks vs Core: IWF vs VOO

YTD

iSharesIWF

−0.1%

VOOVanguard

+13.4%

−0.1%Year to date+13.4%

−15.6%Worst drop · 1Y−8.9%

18.3%Volatility · 1Y12.8%

0.4%Yield1.1%

$121BAssets$1.00T

4–0VOO wins

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

Cost, Income and Risk

Fees: SQLV, VOO, VUG, IWF

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

VUG0.03%$3

IWF0.18%$18

SQLV0.60%$60

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

Yields: SQLV, VOO, VUG, IWF

1.05%highest, VOO

FundTrailing yieldYield$10k

VOO1.05%$105

SQLV0.99%$99

VUG0.40%$40

IWF0.37%$37

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

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

SQLV$99 − $60 = $39

VUG$40 − $3 = $37

IWF$37 − $18 = $19

KeptFee

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

Overlap: SQLV, VOO, VUG, IWF

Today

77.4%most shared, VUG and IWF

SQLVVOOVUGIWF

SQLV—0.0%0.0%0.0%

VOO0.0%—58.2%59.1%

VUG0.0%58.2%—77.4%

IWF0.0%59.1%77.4%—

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

VOOWorst drop−8.9%12.8% vol

SQLVWorst drop−7.7%16.0% vol

VUGWorst drop−16.1%18.2% 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

VOOSQLV

+13.4%Year to date+27.7%

1.1%Yield1.0%

+13.5%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

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