SQLV vs VUGYTDSQLVSQLVAvsBVUGVUGRoyce Quant Small-Cap Quality Value ETF · $39MVanguard Morningstar Growth ETF · $233BReturns · dividends in+22.5%Year to dateJan 1 → Nov 12+4.9%+25.9%1 yearTotal return+3.5%Cost and income0.60%Expense ratio$60 · $3 on $10k · lower wins0.03%1.03%12-mo yield
Overlap: SQLV, IWF, VUGToday77.8%most shared, IWF and VUGSQLVIWFVUGSQLV—0.0%0.0%IWF0.0%—77.8%VUG0.0%77.8%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
SQLV vs VUG1YASQLVRoyce Quant Small-Cap Quality Value$12,586vsVUGBVanguard Morningstar Growth$10,349$10k$12kNov 12, 2025Nov 12, 2026
All ThreeYTD3 fundsBest YTDLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▼1Y▲▼3Y/yr▲▼5Y/yr▲▼Drop▲▼Assets▲▼1ASQLVRoyce Quant Small-Cap Quality Value ETFReadDesk0.60%1.03%−1.1%+22.5%+25.9%+15.5%+6.5%−7.7%$39M2BVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.2%+4.9%+3.5%+22.1%+10.3%−15.1%$232.9B3IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%−0.4%−1.5%−3.0%+19.2%+9.4%−14.6%$118.9BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All ThreeYTD3 fundsBest YTDLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▼1Y▲▼3Y/yr▲▼5Y/yr▲▼Drop▲▼Assets▲▼1ASQLVRoyce Quant Small-Cap Quality Value ETFReadDesk0.60%1.03%−1.1%+22.5%+25.9%+15.5%+6.5%−7.7%$39M2BVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.2%+4.9%+3.5%+22.1%+10.3%−15.1%$232.9B3IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%−0.4%−1.5%−3.0%+19.2%+9.4%−14.6%$118.9BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+4.9%vsBSSCHGSchwab+5.6%Jan 1Nov 12+4.9%+5.6%+4.9%Year to date+5.6%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.9B1–1levelEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
Overlap: SQLV, IWF, VUGToday77.8%most shared, IWF and VUGSQLVIWFVUGSQLV—0.0%0.0%IWF0.0%—77.8%VUG0.0%77.8%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$43most kept, SQLVSQLV$103 − $60 = $43VUG$41 − $3 = $38IWF$37 − $18 = $19KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee