Compare · 2 funds side by side · dividends reinvested

VB and SQLV

VBVanguard×SQLVFranklin Templeton×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,155SQLV · best of the two

02 / 04

VB and SQLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.23%+15.8%+17.9%+20.5%+7.1%−9.0%15.7%$76.9B1.5

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%$40M1.5

Rank among the two1st → 2ndFee, 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: VB 2004 · SQLV 2017

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap ETF · $76.9B$14,105

SQLV

Royce Quant Small-Cap Quality Value ETF · $40M$15,155

$10,000 five years ago, dividends reinvested · they hold 4.1% in common

VBMeasureSQLV

+15.8%Year to dateJan 1 → Nov 4+27.7%

+17.9%1 yearTotal return+33.0%

+20.5%3 years · per year$10,000 became $17,489 · $16,710+18.7%

+7.1%5 years · per year$10,000 became $14,105 · $15,155+8.7%

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

1.23%Trailing 12-mo yield$123 · $99 a year on $10k0.99%

−9.0%Worst dropSmaller is better−7.7%

15.7%VolatilityLower is calmer16.0%

VBSQLV 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

VB vs SQLV: Top 5 Holdings

Today

2.9%in top 5

SQLV

in top 54.5%

VBStockSQLV

not top 5DXC1.1%

not top 5KSS0.9%

not top 5HRB0.9%

not top 5EMBC0.8%

not top 5QLYS0.8%

0.7%NTRAnot top 5

0.6%TWLOnot top 5

0.5%RVMDnot top 5

0.5%ILMNnot top 5

0.5%Pnot top 5

Held in common4.1%

End-of-day Nov 4, 2026 · share of each fund

VB vs SQLV Returns, Every Period

VanguardVB

+7.1%

5 years, per year

SQLVFranklin Templeton

+8.7%

5 years, per year

VBSQLVFaded: behind in that period

1–3SQLV wins

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

VB vs SQLV

YTD

VanguardVB

+15.8%

SQLVFranklin Templeton

+27.7%

+15.8%Year to date+27.7%

−9.0%Worst drop · 1Y−7.7%

15.7%Volatility · 1Y16.0%

1.2%Yield1.0%

$76.9BAssets$39.8M

2–2level

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

Cost, Income and Risk

Fees: VB, SQLV

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

SQLV0.60%$60

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

Yields: VB, SQLV

1.23%highest, VB

FundTrailing yieldYield$10k

VB1.23%$123

SQLV0.99%$99

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

Income After Fees on $10,000

$120most kept, VB

VB$123 − $3 = $120

SQLV$99 − $60 = $39

KeptFee

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

Overlap: VB, SQLV

Today

4.1%most shared, VB and SQLV

VBSQLV

VB—4.1%

SQLV4.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+33.0%SQLV, at 16.0% volatility

VBWorst drop−9.0%15.7% vol

SQLVWorst drop−7.7%16.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VBSQLV

+15.8%Year to date+27.7%

1.2%Yield1.0%

+17.9%Past year+33.0%

0.03%Fee0.60%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026