Compare · 4 funds side by side · dividends reinvested

SQLV, VUG, VIG and IJH

SQLVFranklin Templeton×VUGVanguard×VIGVanguard×IJHiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,331VIG · best of the four

02 / 04

SQLV, VUG, VIG and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.6

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%$41M2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B3.0

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%$125B3.0

Rank among the four1st → 4thFee, 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 · VUG 2004 · VIG 2006 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $41M$14,355

SQLV

IJH

iShares Core S&P Mid-Cap ETF · $125B$13,830

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

SQLVMeasureIJH

+22.6%Year to dateJan 1 → Nov 5+9.5%

+28.3%1 yearTotal return+12.9%

+16.8%3 years · per year$10,000 became $15,951 · $15,806+16.5%

+7.5%5 years · per year$10,000 became $14,355 · $13,830+6.7%

0.60%Expense ratio$60 · $5 a year on $10k · lower is better0.05%

1.03%Trailing 12-mo yield$103 · $126 a year on $10k1.26%

−7.7%Worst dropSmaller is better−8.8%

16.5%VolatilityLower is calmer15.5%

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

5–3SQLV wins

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

More Ways to See the Pairs

SQLV vs IJH: Top 5 Holdings

Today

SQLV

4.5%in top 5

IJH

in top 53.5%

SQLVStockIJH

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

not top 5UTHR0.8%

not top 5FTI0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

Held in common2.7%

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

SQLV vs IJH Returns, Every Period

Franklin TempletonSQLV

+7.5%

5 years, per year

IJHiShares

+6.7%

5 years, per year

SQLVIJHFaded: behind in that period

4–0SQLV wins

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

Stocks vs Income: SQLV vs VIG

YTD

Franklin TempletonSQLV

+22.6%

VIGVanguard

+12.5%

+22.6%Year to date+12.5%

−7.7%Worst drop · 1Y−7.9%

16.5%Volatility · 1Y10.8%

1.0%Yield1.5%

$41.0MAssets$109B

2–2level

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

Cost, Income and Risk

Fees: SQLV, VUG, VIG, IJH

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

IJH0.05%$5

SQLV0.60%$60

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

Yields: SQLV, VUG, VIG, IJH

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

IJH1.26%$126

SQLV1.03%$103

VUG0.43%$43

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

IJH$126 − $5 = $121

SQLV$103 − $60 = $43

VUG$43 − $3 = $40

KeptFee

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

Overlap: SQLV, VUG, VIG, IJH

Today

26.4%most shared, VUG and VIG

SQLVVUGVIGIJH

SQLV—0.0%0.2%2.7%

VUG0.0%—26.4%0.0%

VIG0.2%26.4%—2.9%

IJH2.7%0.0%2.9%—

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

Return vs Bumpiness: 4 ETFs

+28.3%SQLV, at 16.5% volatility

VIGWorst drop−7.9%10.8% vol

IJHWorst drop−8.8%15.5% vol

SQLVWorst drop−7.7%16.5% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VIGSQLV

+12.5%Year to date+22.6%

1.5%Yield1.0%

+15.2%Past year+28.3%

0.04%Fee0.60%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026