Compare · 4 funds side by side · dividends reinvested

SQLV, VUG, VOO and IWF

SQLVFranklin Templeton×VUGVanguard×VOOVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,543VOO · best of the four

02 / 04

SQLV, VUG, VOO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.5

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.7%+29.4%+16.2%+7.1%−7.7%16.6%$40M2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B3.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: SQLV 2017 · VUG 2004 · VOO 2010 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,543

VOO

IWF

iShares Russell 1000 Growth ETF · $118B$15,892

$10,000 five years ago, dividends reinvested · they hold 59.3% in common

VOOMeasureIWF

+11.3%Year to dateJan 1 → Nov 9−2.5%

+13.6%1 yearTotal return−2.2%

+22.0%3 years · per year$10,000 became $18,159 · $17,207+19.8%

+11.9%5 years · per year$10,000 became $17,543 · $15,892+9.7%

0.03%Expense ratio$3 · $18 a year on $10k · lower is better0.18%

1.07%Trailing 12-mo yield$107 · $38 a year on $10k0.38%

−8.9%Worst dropSmaller is better−14.6%

13.7%VolatilityLower is calmer19.5%

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

8–0VOO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VOO vs IWF: Top 5 Holdings

Today

VOO

28.3%in top 5

IWF

in top 539.7%

VOOStockIWF

8.4%NVDA14.3%

7.4%AAPL8.8%

5.8%MSFT6.5%

3.1%GOOGL5.5%

not top 5AVGO4.5%

3.7%AMZNnot top 5

Held in common59.3%

End-of-day Nov 9, 2026 · share of each fund

VOO vs IWF Returns, Every Period

VanguardVOO

+11.9%

5 years, per year

IWFiShares

+9.7%

5 years, per year

VOOIWFFaded: behind in that period

4–0VOO wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Core vs Stocks: VOO vs SQLV

YTD

VanguardVOO

+11.3%

SQLVFranklin Templeton

+23.7%

+11.3%Year to date+23.7%

−8.9%Worst drop · 1Y−7.7%

13.7%Volatility · 1Y16.6%

1.1%Yield1.0%

$1.00TAssets$39.8M

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, VUG, VOO, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VOO0.03%$3

IWF0.18%$18

SQLV0.60%$60

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SQLV, VUG, VOO, IWF

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

SQLV1.02%$102

VUG0.41%$41

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

SQLV$102 − $60 = $42

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SQLV, VUG, VOO, IWF

Today

78.1%most shared, VUG and IWF

SQLVVUGVOOIWF

SQLV—0.0%0.0%0.0%

VUG0.0%—58.2%78.1%

VOO0.0%58.2%—59.3%

IWF0.0%78.1%59.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+29.4%SQLV, at 16.6% volatility

VOOWorst drop−8.9%13.7% vol

SQLVWorst drop−7.7%16.6% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOOSQLV

+11.3%Year to date+23.7%

1.1%Yield1.0%

+13.6%Past year+29.4%

0.03%Fee0.60%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026