Compare · 3 funds side by side · dividends reinvested

VB, SQLV and VUG

VBVanguard×SQLVFranklin Templeton×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

VB, SQLV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.28%+11.2%+14.6%+18.5%+5.9%−9.0%16.2%$76.9B1.8

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%$41M1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.3

Rank among the three1st → 3rdFee, 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: VB 2004 · SQLV 2017 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,052

VUG

SQLV

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

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

VUGMeasureSQLV

+0.5%Year to dateJan 1 → Nov 5+22.6%

−0.6%1 yearTotal return+28.3%

+22.8%3 years · per year$10,000 became $18,532 · $15,951+16.8%

+9.9%5 years · per year$10,000 became $16,052 · $14,355+7.5%

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

0.43%Trailing 12-mo yield$43 · $103 a year on $10k1.03%

−15.1%Worst dropSmaller is better−7.7%

19.0%VolatilityLower is calmer16.5%

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

3–5SQLV wins

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

More Ways to See the Pairs

VUG vs SQLV: Top 5 Holdings

Today

VUG

45.2%in top 5

SQLV

in top 54.5%

VUGStockSQLV

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

not top 5DXC1.1%

not top 5KSS0.9%

not top 5HRB0.9%

not top 5EMBC0.8%

not top 5QLYS0.8%

Held in common0.0%

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

VUG vs SQLV Returns, Every Period

VanguardVUG

+9.9%

5 years, per year

SQLVFranklin Templeton

+7.5%

5 years, per year

VUGSQLVFaded: behind in that period

2–2Level

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

VUG vs VB

YTD

VanguardVUG

+0.5%

VBVanguard

+11.2%

+0.5%Year to date+11.2%

−15.1%Worst drop · 1Y−9.0%

19.0%Volatility · 1Y16.2%

0.4%Yield1.3%

$233BAssets$76.9B

4–0VB wins

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

Cost, Income and Risk

Fees: VB, SQLV, VUG

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VUG0.03%$3

SQLV0.60%$60

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

Yields: VB, SQLV, VUG

1.28%highest, VB

FundTrailing yieldYield$10k

VB1.28%$129

SQLV1.03%$103

VUG0.43%$43

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

Income After Fees on $10,000

$126most kept, VB

VB$129 − $3 = $126

SQLV$103 − $60 = $43

VUG$43 − $3 = $40

KeptFee

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

Overlap: VB, SQLV, VUG

Today

4.1%most shared, VB and SQLV

VBSQLVVUG

VB—4.1%0.4%

SQLV4.1%—0.0%

VUG0.4%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+28.3%SQLV, at 16.5% volatility

VBWorst drop−9.0%16.2% 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

VBSQLV

+11.2%Year to date+22.6%

1.3%Yield1.0%

+14.6%Past year+28.3%

0.03%Fee0.60%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB 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