Compare · 4 funds side by side · dividends reinvested

VB, SQLV, IJR and VUG

VBVanguard×SQLVFranklin Templeton×IJRiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

VB, SQLV, IJR and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.24%+15.3%+19.2%+18.8%+6.2%−9.0%16.4%$76.9B2.1

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.7%+29.4%+16.2%+7.1%−7.7%16.6%$39M2.4

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$104B2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.9

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: VB 2004 · SQLV 2017 · IJR 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap ETF · $76.9B$13,532

SQLV

Royce Quant Small-Cap Quality Value ETF · $39M$14,089

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

VBMeasureSQLV

+15.3%Year to dateJan 1 → Nov 9+23.7%

+19.2%1 yearTotal return+29.4%

+18.8%3 years · per year$10,000 became $16,782 · $15,678+16.2%

+6.2%5 years · per year$10,000 became $13,532 · $14,089+7.1%

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

1.24%Trailing 12-mo yield$124 · $102 a year on $10k1.02%

−9.0%Worst dropSmaller is better−7.7%

16.4%VolatilityLower is calmer16.6%

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

4–4Level

End-of-day Nov 9, 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 54.9%

VBStockSQLV

not top 5DXC1.3%

not top 5KD1.0%

not top 5HRB0.9%

not top 5EMBC0.9%

not top 5KSS0.9%

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 9, 2026 · share of each fund

VB vs SQLV Returns, Every Period

VanguardVB

+6.2%

5 years, per year

SQLVFranklin Templeton

+7.1%

5 years, per year

VBSQLVFaded: behind in that period

1–3SQLV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

VB vs IJR

YTD

VanguardVB

+15.3%

IJRiShares

+18.9%

+15.3%Year to date+18.9%

−9.0%Worst drop · 1Y−9.7%

16.4%Volatility · 1Y16.4%

1.2%Yield1.2%

$76.9BAssets$104B

1–1level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VB, SQLV, IJR, VUG

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VUG0.03%$3

IJR0.06%$6

SQLV0.60%$60

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: VB, SQLV, IJR, VUG

1.24%highest, VB

FundTrailing yieldYield$10k

VB1.24%$124

IJR1.21%$121

SQLV1.02%$102

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, VB

VB$124 − $3 = $121

IJR$121 − $6 = $115

SQLV$102 − $60 = $42

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VB, SQLV, IJR, VUG

Today

18.1%most shared, VB and IJR

VBSQLVIJRVUG

VB—4.1%18.1%0.4%

SQLV4.1%—15.2%0.0%

IJR18.1%15.2%—0.0%

VUG0.4%0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+29.4%SQLV, at 16.6% volatility

IJRWorst drop−9.7%16.4% vol

VBWorst drop−9.0%16.4% vol

SQLVWorst drop−7.7%16.6% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VBSQLV

+15.3%Year to date+23.7%

1.2%Yield1.0%

+19.2%Past year+29.4%

0.03%Fee0.60%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026