Compare · 3 funds side by side · dividends reinvested

VOO, SQLV and IWF

VOOVanguard×SQLVFranklin Templeton×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,543VOO · best of the three

02 / 04

VOO, SQLV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$1.00T1.4

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%$39M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.6

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: VOO 2010 · SQLV 2017 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,543

VOO

SQLV

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

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

VOOMeasureSQLV

+11.3%Year to dateJan 1 → Nov 9+23.7%

+13.6%1 yearTotal return+29.4%

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

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

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

1.07%Trailing 12-mo yield$107 · $102 a year on $10k1.02%

−8.9%Worst dropSmaller is better−7.7%

13.7%VolatilityLower is calmer16.6%

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

5–3VOO wins

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

More Ways to See the Pairs

VOO vs SQLV: Top 5 Holdings

Today

VOO

28.3%in top 5

SQLV

in top 54.9%

VOOStockSQLV

8.4%NVDAnot top 5

7.4%AAPLnot top 5

5.8%MSFTnot top 5

3.7%AMZNnot top 5

3.1%GOOGLnot top 5

not top 5DXC1.3%

not top 5KD1.0%

not top 5HRB0.9%

not top 5EMBC0.9%

not top 5KSS0.9%

Held in common0.0%

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

VOO vs SQLV Returns, Every Period

VanguardVOO

+11.9%

5 years, per year

SQLVFranklin Templeton

+7.1%

5 years, per year

VOOSQLVFaded: behind in that period

2–2Level

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

Core vs Stocks: VOO vs SQLV

YTD

VanguardVOO

+11.3%

SQLVFranklin Templeton

+23.7%

+11.3%Year to date+23.7%

−8.9%Worst drop · 1Y−7.7%

13.7%Volatility · 1Y16.6%

1.1%Yield1.0%

$1.00TAssets$38.9M

2–2level

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

Cost, Income and Risk

Fees: VOO, SQLV, IWF

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IWF0.18%$18

SQLV0.60%$60

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

Yields: VOO, SQLV, IWF

1.07%highest, VOO

FundTrailing yieldYield$10k

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

$104most kept, VOO

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, IWF

Today

59.3%most shared, VOO and IWF

VOOSQLVIWF

VOO—0.0%59.3%

SQLV0.0%—0.0%

IWF59.3%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

VOOWorst drop−8.9%13.7% 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

VOOSQLV

+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 Three

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026