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$16,375VTI · 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%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.0

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B2.1

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.04%+21.1%+25.3%+16.2%+7.2%−7.7%16.5%$39M2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−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 6, 2026 · returns include dividends · since: SQLV 2017 · VUG 2004 · VTI 2001 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

SQLV

Royce Quant Small-Cap Quality Value ETF · $39M$14,141

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

VOMeasureSQLV

+10.6%Year to dateJan 1 → Nov 6+21.1%

+11.6%1 yearTotal return+25.3%

+18.6%3 years · per year$10,000 became $16,701 · $15,694+16.2%

+6.3%5 years · per year$10,000 became $13,590 · $14,141+7.2%

0.03%Expense ratio$3 · $60 a year on $10k · lower is better0.60%

1.39%Trailing 12-mo yield$139 · $104 a year on $10k1.04%

−8.2%Worst dropSmaller is better−7.7%

12.9%VolatilityLower is calmer16.5%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VO vs SQLV: Top 5 Holdings

Today

5.3%in top 5

SQLV

in top 54.8%

VOStockSQLV

not top 5DXC1.2%

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

not top 5KD1.0%

not top 5KSS0.9%

not top 5EMBC0.9%

not top 5HRB0.9%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

VO vs SQLV Returns, Every Period

VanguardVO

+6.3%

5 years, per year

SQLVFranklin Templeton

+7.2%

5 years, per year

VOSQLVFaded: behind in that period

1–3SQLV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: VO vs VTI

YTD

VanguardVO

+10.6%

VTIVanguard

+8.9%

+10.6%Year to date+8.9%

−8.2%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y13.7%

1.4%Yield1.1%

$103BAssets$689B

4–0VO wins

End-of-day Nov 6, 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 6, 2026 · fee on $10,000 a year

Yields: SQLV, VUG, VTI, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

VTI1.09%$109

SQLV1.04%$104

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

VTI$109 − $3 = $106

SQLV$104 − $60 = $44

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 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 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+25.3%SQLV, at 16.5% volatility

VOWorst drop−8.2%12.9% vol

VTIWorst drop−8.9%13.7% vol

SQLVWorst drop−7.7%16.5% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VOSQLV

+10.6%Year to date+21.1%

1.4%Yield1.0%

+11.6%Past year+25.3%

0.03%Fee0.60%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026