Compare · 4 funds side by side · dividends reinvested

SQLV, VUG, VTI and VO

SQLVFranklin Templeton×VUGVanguard×VTIVanguard×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,257VTI · best of the four

02 / 04

SQLV, VUG, VTI and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B2.0

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%$689B2.1

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%$41M2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$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 4, 2026 · returns include dividends · since: SQLV 2017 · VUG 2004 · VTI 2001 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

SQLV

Vanguard Morningstar Mid-Cap ETF · $103B$14,290

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

SQLVMeasureVO

+27.7%Year to dateJan 1 → Nov 4+14.7%

+33.0%1 yearTotal return+15.3%

+18.7%3 years · per year$10,000 became $16,710 · $17,578+20.7%

+8.7%5 years · per year$10,000 became $15,155 · $14,290+7.4%

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

0.99%Trailing 12-mo yield$99 · $134 a year on $10k1.34%

−7.7%Worst dropSmaller is better−8.2%

16.0%VolatilityLower is calmer12.4%

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

4–4Level

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 VO: Top 5 Holdings

Today

SQLV

4.5%in top 5

in top 55.3%

SQLVStockVO

1.1%DXCnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

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 VO Returns, Every Period

Franklin TempletonSQLV

+8.7%

5 years, per year

VOVanguard

+7.4%

5 years, per year

SQLVVOFaded: behind in that period

3–1SQLV wins

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

SQLV vs VO

YTD

Franklin TempletonSQLV

+27.7%

VOVanguard

+14.7%

+27.7%Year to date+14.7%

−7.7%Worst drop · 1Y−8.2%

16.0%Volatility · 1Y12.4%

1.0%Yield1.3%

$41.0MAssets$103B

2–2level

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

Cost, Income and Risk

Fees: SQLV, VUG, VTI, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VTI0.03%$3

VO0.03%$3

SQLV0.60%$60

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

Yields: SQLV, VUG, VTI, VO

1.34%highest, VO

FundTrailing yieldYield$10k

VO1.34%$134

VTI1.05%$105

SQLV0.99%$99

VUG0.40%$40

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

VTI$105 − $3 = $102

SQLV$99 − $60 = $39

VUG$40 − $3 = $37

KeptFee

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

Overlap: SQLV, VUG, VTI, VO

Today

52.8%most shared, VUG and VTI

SQLVVUGVTIVO

SQLV—0.0%0.5%0.0%

VUG0.0%—52.8%10.2%

VTI0.5%52.8%—15.0%

VO0.0%10.2%15.0%—

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

VOWorst drop−8.2%12.4% 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

VOSQLV

+14.7%Year to date+27.7%

1.3%Yield1.0%

+15.3%Past year+33.0%

0.03%Fee0.60%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Four

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026