Compare · 3 funds side by side · dividends reinvested

SQLV, VTV and IVV

SQLVFranklin Templeton×VTVVanguard×IVViShares×

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

02 / 04

SQLV, VTV and IVV, 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

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B2.1

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%$39M2.4

Rank among the three1st → 3rdFee, 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 · VTV 2004 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,151

IVV

VTV

Vanguard Morningstar Value ETF · $184B$17,626

$10,000 five years ago, dividends reinvested · they hold 43.4% in common

IVVMeasureVTV

+8.4%Year to dateJan 1 → Nov 5+19.0%

+9.7%1 yearTotal return+24.0%

+22.1%3 years · per year$10,000 became $18,221 · $17,832+21.3%

+11.4%5 years · per year$10,000 became $17,151 · $17,626+12.0%

0.03%Expense ratio$3 · $3 a year on $10k · lower is better0.03%

1.14%Trailing 12-mo yield$114 · $186 a year on $10k1.86%

−8.9%Worst dropSmaller is better−6.4%

13.6%VolatilityLower is calmer10.7%

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

1–6VTV wins

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

More Ways to See the Pairs

IVV vs VTV: Top 5 Holdings

Today

IVV

27.7%in top 5

VTV

in top 515.8%

IVVStockVTV

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

not top 5MU4.6%

3.9%AMZNnot top 5

not top 5JPM3.3%

not top 5BRK-B2.9%

2.6%GOOGLnot top 5

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common43.4%

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

IVV vs VTV Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

VTVVanguard

+12.0%

5 years, per year

IVVVTVFaded: behind in that period

1–3VTV wins

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

Core vs Stocks: IVV vs VTV

YTD

iSharesIVV

+8.4%

VTVVanguard

+19.0%

+8.4%Year to date+19.0%

−8.9%Worst drop · 1Y−6.4%

13.6%Volatility · 1Y10.7%

1.1%Yield1.9%

$850BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: SQLV, VTV, IVV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IVV0.03%$3

SQLV0.60%$60

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

Yields: SQLV, VTV, IVV

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

IVV1.14%$114

SQLV1.03%$103

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

IVV$114 − $3 = $111

SQLV$103 − $60 = $43

KeptFee

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

Overlap: SQLV, VTV, IVV

Today

43.4%most shared, VTV and IVV

SQLVVTVIVV

SQLV—0.0%0.0%

VTV0.0%—43.4%

IVV0.0%43.4%—

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

Return vs Bumpiness: 3 ETFs

+28.3%SQLV, at 16.5% volatility

VTVWorst drop−6.4%10.7% vol

IVVWorst drop−8.9%13.6% vol

SQLVWorst drop−7.7%16.5% 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 Three

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

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026