Compare · 4 funds side by side · dividends reinvested

SQLV, VUG, VTV and IJR

SQLVFranklin Templeton×VUGVanguard×VTVVanguard×IJRiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,626VTV · best of the four

02 / 04

SQLV, VUG, VTV and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.4

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%$41M2.6

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%$108B2.9

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 · VTV 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SQLV

VTV

Vanguard Morningstar Value ETF · $184B$17,626

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

SQLVMeasureVTV

+22.6%Year to dateJan 1 → Nov 5+19.0%

+28.3%1 yearTotal return+24.0%

+16.8%3 years · per year$10,000 became $15,951 · $17,832+21.3%

+7.5%5 years · per year$10,000 became $14,355 · $17,626+12.0%

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

1.03%Trailing 12-mo yield$103 · $186 a year on $10k1.86%

−7.7%Worst dropSmaller is better−6.4%

16.5%VolatilityLower is calmer10.7%

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

2–6VTV 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 VTV: Top 5 Holdings

Today

SQLV

4.5%in top 5

VTV

in top 515.8%

SQLVStockVTV

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

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 common0.0%

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

SQLV vs VTV Returns, Every Period

Franklin TempletonSQLV

+7.5%

5 years, per year

VTVVanguard

+12.0%

5 years, per year

SQLVVTVFaded: behind in that period

2–2Level

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

SQLV vs VTV

YTD

Franklin TempletonSQLV

+22.6%

VTVVanguard

+19.0%

+22.6%Year to date+19.0%

−7.7%Worst drop · 1Y−6.4%

16.5%Volatility · 1Y10.7%

1.0%Yield1.9%

$41.0MAssets$184B

3–1VTV wins

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

Cost, Income and Risk

Fees: SQLV, VUG, VTV, IJR

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VTV0.03%$3

IJR0.06%$6

SQLV0.60%$60

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

Yields: SQLV, VUG, VTV, IJR

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

IJR1.24%$124

SQLV1.03%$103

VUG0.43%$43

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

IJR$124 − $6 = $118

SQLV$103 − $60 = $43

VUG$43 − $3 = $40

KeptFee

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

Overlap: SQLV, VUG, VTV, IJR

Today

15.3%most shared, SQLV and IJR

SQLVVUGVTVIJR

SQLV—0.0%0.0%15.3%

VUG0.0%—1.9%0.0%

VTV0.0%1.9%—0.0%

IJR15.3%0.0%0.0%—

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

VTVWorst drop−6.4%10.7% 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

VTVSQLV

+19.0%Year to date+22.6%

1.9%Yield1.0%

+24.0%Past year+28.3%

0.03%Fee0.60%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

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