Compare · 4 funds side by side · dividends reinvested

SQLV, VUG, SPY and VTI

SQLVFranklin Templeton×VUGVanguard×SPYSPDR×VTIVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,060SPY · best of the four

02 / 04

SQLV, VUG, SPY and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.05%+13.4%+13.5%+24.0%+11.5%−8.9%13.1%$689B2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B2.1

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%$41M2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B3.1

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 · VUG 2004 · SPY 1993 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

SQLV

VUG

Vanguard Morningstar Growth ETF · $233B$17,153

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

SQLVMeasureVUG

+27.7%Year to dateJan 1 → Nov 4+6.3%

+33.0%1 yearTotal return+3.4%

+18.7%3 years · per year$10,000 became $16,710 · $19,712+25.4%

+8.7%5 years · per year$10,000 became $15,155 · $17,153+11.4%

0.60%Expense ratio$60 · $3 a year on $10k · lower is better0.03%

0.99%Trailing 12-mo yield$99 · $40 a year on $10k0.40%

−7.7%Worst dropSmaller is better−16.1%

16.0%VolatilityLower is calmer18.2%

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

5–3SQLV wins

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

More Ways to See the Pairs

SQLV vs VUG: Top 5 Holdings

Today

SQLV

4.5%in top 5

VUG

in top 545.2%

SQLVStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

1.1%DXCnot top 5

0.9%KSSnot top 5

0.9%HRBnot top 5

0.8%EMBCnot top 5

0.8%QLYSnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

SQLV vs VUG Returns, Every Period

Franklin TempletonSQLV

+8.7%

5 years, per year

VUGVanguard

+11.4%

5 years, per year

SQLVVUGFaded: behind in that period

2–2Level

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

Stocks vs Core: SQLV vs VTI

YTD

Franklin TempletonSQLV

+27.7%

VTIVanguard

+13.4%

+27.7%Year to date+13.4%

−7.7%Worst drop · 1Y−8.9%

16.0%Volatility · 1Y13.1%

1.0%Yield1.0%

$41.0MAssets$689B

2–1SQLV wins

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

Cost, Income and Risk

Fees: SQLV, VUG, SPY, VTI

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VTI0.03%$3

SPY0.09%$9

SQLV0.60%$60

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

Yields: SQLV, VUG, SPY, VTI

1.05%highest, VTI

FundTrailing yieldYield$10k

VTI1.05%$105

SPY0.99%$99

SQLV0.99%$99

VUG0.40%$40

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

Income After Fees on $10,000

$102most kept, VTI

VTI$105 − $3 = $102

SPY$99 − $9 = $90

SQLV$99 − $60 = $39

VUG$40 − $3 = $37

KeptFee

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

Overlap: SQLV, VUG, SPY, VTI

Today

86.9%most shared, SPY and VTI

SQLVVUGSPYVTI

SQLV—0.0%0.0%0.5%

VUG0.0%—55.4%52.8%

SPY0.0%55.4%—86.9%

VTI0.5%52.8%86.9%—

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

SPYWorst drop−8.9%12.9% vol

VTIWorst drop−8.9%13.1% vol

SQLVWorst drop−7.7%16.0% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VTISQLV

+13.4%Year to date+27.7%

1.0%Yield1.0%

+13.5%Past year+33.0%

0.03%Fee0.60%

2–1SQLV wins

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

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI 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