Compare · 4 funds side by side · dividends reinvested

VOO, SQLV, IVV and IWF

VOOVanguard×SQLVFranklin Templeton×IVViShares×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,545IVV · best of the four

02 / 04

VOO, SQLV, IVV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.1

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%$39M2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.6

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: VOO 2010 · SQLV 2017 · IVV 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SQLV

VOO

Vanguard S&P 500 ETF · $1.00T$17,543

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

SQLVMeasureVOO

+23.7%Year to dateJan 1 → Nov 9+11.3%

+29.4%1 yearTotal return+13.6%

+16.2%3 years · per year$10,000 became $15,678 · $18,159+22.0%

+7.1%5 years · per year$10,000 became $14,089 · $17,543+11.9%

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

1.02%Trailing 12-mo yield$102 · $107 a year on $10k1.07%

−7.7%Worst dropSmaller is better−8.9%

16.6%VolatilityLower is calmer13.7%

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

3–5VOO wins

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

More Ways to See the Pairs

SQLV vs VOO: Top 5 Holdings

Today

SQLV

4.9%in top 5

VOO

in top 528.3%

SQLVStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

1.3%DXCnot top 5

1.0%KDnot top 5

0.9%HRBnot top 5

0.9%EMBCnot top 5

0.9%KSSnot top 5

Held in common0.0%

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

SQLV vs VOO Returns, Every Period

Franklin TempletonSQLV

+7.1%

5 years, per year

VOOVanguard

+11.9%

5 years, per year

SQLVVOOFaded: behind in that period

2–2Level

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

Stocks vs Core: SQLV vs IVV

YTD

Franklin TempletonSQLV

+23.7%

IVViShares

+11.3%

+23.7%Year to date+11.3%

−7.7%Worst drop · 1Y−8.9%

16.6%Volatility · 1Y13.8%

1.0%Yield1.1%

$38.9MAssets$853B

2–2level

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

Cost, Income and Risk

Fees: VOO, SQLV, IVV, IWF

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

IWF0.18%$18

SQLV0.60%$60

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

Yields: VOO, SQLV, IVV, IWF

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

VOO1.07%$107

SQLV1.02%$102

IWF0.38%$38

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

SQLV$102 − $60 = $42

IWF$38 − $18 = $20

KeptFee

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

Overlap: VOO, SQLV, IVV, IWF

Today

92.7%most shared, VOO and IVV

VOOSQLVIVVIWF

VOO—0.0%92.7%59.3%

SQLV0.0%—0.0%0.0%

IVV92.7%0.0%—56.0%

IWF59.3%0.0%56.0%—

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

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% 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

IVVSQLV

+11.3%Year to date+23.7%

1.1%Yield1.0%

+13.6%Past year+29.4%

0.03%Fee0.60%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

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

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