Compare · 4 funds side by side · dividends reinvested

SQLV, VTI, IJH and IVV

SQLVFranklin Templeton×VTIVanguard×IJHiShares×IVViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,177IVV · best of the four

02 / 04

SQLV, VTI, IJH and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B2.1

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B2.5

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.5

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.04%+21.1%+25.3%+16.2%+7.2%−7.7%16.5%$39M2.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: SQLV 2017 · VTI 2001 · IJH 2000 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,177

IVV

SQLV

Royce Quant Small-Cap Quality Value ETF · $39M$14,141

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

IVVMeasureSQLV

+8.7%Year to dateJan 1 → Nov 6+21.1%

+9.8%1 yearTotal return+25.3%

+21.8%3 years · per year$10,000 became $18,084 · $15,694+16.2%

+11.4%5 years · per year$10,000 became $17,177 · $14,141+7.2%

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

1.14%Trailing 12-mo yield$114 · $104 a year on $10k1.04%

−8.9%Worst dropSmaller is better−7.7%

13.6%VolatilityLower is calmer16.5%

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

5–3IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs SQLV: Top 5 Holdings

Today

IVV

27.8%in top 5

SQLV

in top 54.8%

IVVStockSQLV

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5DXC1.2%

not top 5KD1.0%

not top 5KSS0.9%

not top 5EMBC0.9%

not top 5HRB0.9%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

IVV vs SQLV Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

SQLVFranklin Templeton

+7.2%

5 years, per year

IVVSQLVFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Stocks: IVV vs IJH

YTD

iSharesIVV

+8.7%

IJHiShares

+9.5%

+8.7%Year to date+9.5%

−8.9%Worst drop · 1Y−8.8%

13.6%Volatility · 1Y15.5%

1.1%Yield1.3%

$850BAssets$121B

3–1IJH wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, VTI, IJH, IVV

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

IVV0.03%$3

IJH0.05%$5

SQLV0.60%$60

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SQLV, VTI, IJH, IVV

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

IVV1.14%$114

VTI1.09%$109

SQLV1.04%$104

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

IVV$114 − $3 = $111

VTI$109 − $3 = $106

SQLV$104 − $60 = $44

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SQLV, VTI, IJH, IVV

Today

85.5%most shared, VTI and IVV

SQLVVTIIJHIVV

SQLV—0.5%2.7%0.0%

VTI0.5%—4.6%85.5%

IJH2.7%4.6%—0.0%

IVV0.0%85.5%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+25.3%SQLV, at 16.5% volatility

IVVWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% vol

IJHWorst drop−8.8%15.5% vol

SQLVWorst drop−7.7%16.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJHSQLV

+9.5%Year to date+21.1%

1.3%Yield1.0%

+12.9%Past year+25.3%

0.05%Fee0.60%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026