Compare · 3 funds side by side · dividends reinvested

VBR, SQLV and IWF

VBRVanguard×SQLVFranklin Templeton×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,892IWF · best of the three

02 / 04

VBR, SQLV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.78%+18.9%+24.0%+19.1%+8.8%−8.9%14.4%$35.1B1.6

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%$40M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.4

Rank among the three1st → 3rdFee, 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: VBR 2004 · SQLV 2017 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,273

VBR

SQLV

Royce Quant Small-Cap Quality Value ETF · $40M$14,089

$10,000 five years ago, dividends reinvested · they hold 5.4% in common

VBRMeasureSQLV

+18.9%Year to dateJan 1 → Nov 9+23.7%

+24.0%1 yearTotal return+29.4%

+19.1%3 years · per year$10,000 became $16,888 · $15,678+16.2%

+8.8%5 years · per year$10,000 became $15,273 · $14,089+7.1%

0.05%Expense ratio$5 · $60 a year on $10k · lower is better0.60%

1.78%Trailing 12-mo yield$178 · $102 a year on $10k1.02%

−8.9%Worst dropSmaller is better−7.7%

14.4%VolatilityLower is calmer16.6%

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

5–3VBR wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VBR vs SQLV: Top 5 Holdings

Today

VBR

3.3%in top 5

SQLV

in top 54.9%

VBRStockSQLV

not top 5DXC1.3%

not top 5KD1.0%

not top 5HRB0.9%

not top 5EMBC0.9%

not top 5KSS0.9%

0.8%MRNAnot top 5

0.7%JBLnot top 5

0.6%WSMnot top 5

0.6%ATOnot top 5

0.6%FFIVnot top 5

Held in common5.4%

End-of-day Nov 9, 2026 · share of each fund

VBR vs SQLV Returns, Every Period

VanguardVBR

+8.8%

5 years, per year

SQLVFranklin Templeton

+7.1%

5 years, per year

VBRSQLVFaded: behind in that period

2–2Level

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

VBR vs SQLV

YTD

VanguardVBR

+18.9%

SQLVFranklin Templeton

+23.7%

+18.9%Year to date+23.7%

−8.9%Worst drop · 1Y−7.7%

14.4%Volatility · 1Y16.6%

1.8%Yield1.0%

$35.1BAssets$39.8M

2–2level

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

Cost, Income and Risk

Fees: VBR, SQLV, IWF

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

IWF0.18%$18

SQLV0.60%$60

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

Yields: VBR, SQLV, IWF

1.78%highest, VBR

FundTrailing yieldYield$10k

VBR1.78%$178

SQLV1.02%$102

IWF0.38%$38

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

Income After Fees on $10,000

$173most kept, VBR

VBR$178 − $5 = $173

SQLV$102 − $60 = $42

IWF$38 − $18 = $20

KeptFee

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

Overlap: VBR, SQLV, IWF

Today

5.4%most shared, VBR and SQLV

VBRSQLVIWF

VBR—5.4%0.7%

SQLV5.4%—0.0%

IWF0.7%0.0%—

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

Return vs Bumpiness: 3 ETFs

+29.4%SQLV, at 16.6% volatility

VBRWorst drop−8.9%14.4% vol

SQLVWorst drop−7.7%16.6% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

VBRSQLV

+18.9%Year to date+23.7%

1.8%Yield1.0%

+24.0%Past year+29.4%

0.05%Fee0.60%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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$61.4B

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026