Compare · 4 funds side by side · dividends reinvested

SQLV, VUG, VTI and IJR

SQLVFranklin Templeton×VUGVanguard×VTIVanguard×IJRiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,332VTI · best of the four

02 / 04

SQLV, VUG, VTI and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.10%+8.4%+9.9%+21.9%+10.3%−8.9%13.7%$689B1.9

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%$41M2.5

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$108B2.5

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

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 · VTI 2001 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SQLV

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,332

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

SQLVMeasureVTI

+22.6%Year to dateJan 1 → Nov 5+8.4%

+28.3%1 yearTotal return+9.9%

+16.8%3 years · per year$10,000 became $15,951 · $18,113+21.9%

+7.5%5 years · per year$10,000 became $14,355 · $16,332+10.3%

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

1.03%Trailing 12-mo yield$103 · $110 a year on $10k1.10%

−7.7%Worst dropSmaller is better−8.9%

16.5%VolatilityLower is calmer13.7%

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

3–5VTI 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 VTI: Top 5 Holdings

Today

SQLV

4.5%in top 5

VTI

in top 525.0%

SQLVStockVTI

not top 5NVDA7.1%

not top 5AAPL6.6%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.8%

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 common0.5%

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

SQLV vs VTI Returns, Every Period

Franklin TempletonSQLV

+7.5%

5 years, per year

VTIVanguard

+10.3%

5 years, per year

SQLVVTIFaded: behind in that period

2–2Level

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

SQLV vs IJR

YTD

Franklin TempletonSQLV

+22.6%

IJRiShares

+15.4%

+22.6%Year to date+15.4%

−7.7%Worst drop · 1Y−9.7%

16.5%Volatility · 1Y16.3%

1.0%Yield1.2%

$41.0MAssets$108B

2–2level

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

Cost, Income and Risk

Fees: SQLV, VUG, VTI, IJR

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VTI0.03%$3

IJR0.06%$6

SQLV0.60%$60

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

Yields: SQLV, VUG, VTI, IJR

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

VTI1.10%$110

SQLV1.03%$103

VUG0.43%$43

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

VTI$110 − $3 = $107

SQLV$103 − $60 = $43

VUG$43 − $3 = $40

KeptFee

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

Overlap: SQLV, VUG, VTI, IJR

Today

52.8%most shared, VUG and VTI

SQLVVUGVTIIJR

SQLV—0.0%0.5%15.3%

VUG0.0%—52.8%0.0%

VTI0.5%52.8%—2.2%

IJR15.3%0.0%2.2%—

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

VTIWorst drop−8.9%13.7% vol

IJRWorst drop−9.7%16.3% 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

IJRSQLV

+15.4%Year to date+22.6%

1.2%Yield1.0%

+19.4%Past year+28.3%

0.06%Fee0.60%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

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

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