VUSG vs SQLV
Comparison between VANGUARD WELLINGTON U.S. GROWTH ACTIVE ETF ETF SHARES (VUSG, ETF) and ROYCE QUANT SMALL-CAP QUALITY VALUE ETF (SQLV, ETF).
VUSG vs SQLV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VUSG
$26M
Winner
SQLV
$26M
Expense Ratio
Winner
VUSG
0.35%
SQLV
0.60%
Max Drawdown
Winner
VUSG
15.14%
SQLV
49.78%
Sharpe Ratio
VUSG
0.62
Winner
SQLV
1.21
5Y Beta
VUSG
1.38
Winner
SQLV
0.93
P/E Ratio
VUSG
41.54
Winner
SQLV
-333.56
Forward P/E
VUSG
28.46
Winner
SQLV
11.35
5Y Dividends CAGR
VUSG
N/A
SQLV
9.55%
5Y EPS CAGR
Winner
VUSG
38.14%
SQLV
11.18%
Debt to Equity
VUSG
N/A
SQLV
4.05%
P/S Ratio
VUSG
5.44
Winner
SQLV
0.89
P/B Ratio
VUSG
9.83
Winner
SQLV
1.60
VUSG vs SQLV - Holdings Comparison
VUSG and SQLV have 1 common holdings. Overlap is 0.00%
VUSG's top 25 holdings weight is 90.56%. SQLV's top 25 holdings weight is 16.80%.
| Rank | VUSG | SQLV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 15.14% | IRIDIUM COMMUNICATIONS INC (IRDM) - 1.03% |
| #2 | MICROSOFT CORP (MSFT) - 11.56% | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 1.02% |
| #3 | APPLE INC (AAPL) - 8.46% | OSCAR HEALTH INC CLASS A (OSCR) - 0.82% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 7.79% | PENGUIN SOLUTIONS INC (PENG) - 0.80% |
| #5 | AMAZON.COM INC (AMZN) - 6.02% | FEDERATED HERMES INC CLASS B (FHI) - 0.77% |
| #6 | BROADCOM INC (AVGO) - 4.67% | ENPHASE ENERGY INC (ENPH) - 0.76% |
| #7 | MASTERCARD INC CLASS A (MA) - 3.74% | SM ENERGY CO (SM) - 0.74% |
| #8 | ELI LILLY AND CO (LLY) - 3.08% | NWPX INFRASTRUCTURE INC (NWPX) - 0.73% |
| #9 | ISHARES RUSSELL 1000 GROWTH ETF (IWF) - 2.86% | CRESCENT ENERGY CO CLASS A (CRGY) - 0.73% |
| #10 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 2.64% | INTERNATIONAL BANCSHARES CORP (IBOC) - 0.69% |
| #11 | META PLATFORMS INC CLASS A (META) - 2.63% | BENCHMARK ELECTRONICS INC (BHE) - 0.68% |
| #12 | ASML HOLDING NV ADR (ASML) - 2.26% | H&R BLOCK INC (HRB) - 0.68% |
| #13 | COHERENT CORP (COHR) - 2.10% | CABOT CORP (CBT) - 0.67% |
| #14 | WELLTOWER INC (WELL) - 1.93% | AVANOS MEDICAL INC (AVNS) - 0.65% |
| #15 | TESLA INC (TSLA) - 1.93% | PHOTRONICS INC (PLAB) - 0.65% |
| #16 | MERCADOLIBRE INC (MELI) - 1.91% | FRESH DEL MONTE PRODUCE INC (FDP) - 0.62% |
| #17 | SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 1.67% | LCI INDUSTRIES INC (LCII) - 0.61% |
| #18 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 1.55% | MONARCH CASINO & RESORT INC (MCRI) - 0.61% |
| #19 | WIX.COM LTD (WIX) - 1.39% | n/a (NP) - 0.60% |
| #20 | AXON ENTERPRISE INC (AXON) - 1.33% | n/a (DXC) - 0.60% |
| #21 | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 1.26% | MASTERBRAND INC ORDINARY SHARES (MBC) - 0.47% |
| #22 | HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC (HASI) - 1.21% | BEL FUSE INC CLASS B (BELFB) - 0.47% |
| #23 | NEXTPOWER INC CLASS A (NXT) - 1.19% | PEDIATRIX MEDICAL GROUP INC (MD) - 0.47% |
| #24 | UNITY SOFTWARE INC ORDINARY SHARES (U) - 1.16% | MERCANTILE BANK CORP (MBWM) - 0.47% |
| #25 | ARGENX SE ADR (ARGX) - 1.08% | CORVEL CORP (CRVL) - 0.46% |
| Total Holdings | 39 | 269 |
VUSG vs SQLV - Historical Returns
Returns include dividend reinvestment.
1M
VUSG
+0.48%
Winner
SQLV
+0.68%
3M
Winner
VUSG
+8.58%
SQLV
+7.67%
6M
VUSG
+2.85%
Winner
SQLV
+13.26%
1Y
VUSG
N/A
SQLV
+26.34%
5Y(CAGR)
VUSG
N/A
SQLV
+6.03%
10Y(CAGR)
VUSG
N/A
SQLV
+8.96%
Max(CAGR)
Winner
VUSG
+14.72%
SQLV
+8.96%
VUSG vs SQLV - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | VUSG | SQLV |
|---|---|---|
| 2026 | +4.44% | +13.26% |
| 2025 | +3.21% | +2.93% |
| 2024 | N/A | +5.13% |
| 2023 | N/A | +20.86% |
| 2022 | N/A | -13.66% |
| 2021 | N/A | +37.16% |
| 2020 | N/A | +7.04% |
| 2019 | N/A | +17.16% |
| 2018 | N/A | -10.70% |
| 2017 | N/A | +8.51% |
VUSG vs SQLV Drawdown Comparison
The maximum drawdown for VUSG was -15.14%, occurring on Mar 30, 2026. Recovery took 66 trading sessions.
The maximum drawdown for SQLV was -48.31%, occurring on Mar 18, 2020. Recovery took 590 trading sessions.
The current VUSG drawdown is -5.07%. The current SQLV drawdown is -1.55%.
| Rank | VUSG | SQLV |
|---|---|---|
| #1 | -15.14% Jan 12, 2026 - Apr 17, 2026 | -48.31% Aug 21, 2018 - Dec 23, 2020 |
| #2 | -5.07% Jun 1, 2026 - Jun 5, 2026 | -26.87% Dec 2, 2024 - Jan 15, 2026 |
| #3 | -4.94% Dec 10, 2025 - Jan 12, 2026 | -23.81% Nov 11, 2021 - Dec 19, 2023 |
| #4 | -3.01% May 14, 2026 - May 28, 2026 | -9.86% Jul 31, 2024 - Nov 6, 2024 |
| #5 | -2.07% Nov 19, 2025 - Nov 24, 2025 | -8.60% Dec 26, 2023 - Jul 16, 2024 |
| #6 | -1.50% Apr 22, 2026 - Apr 24, 2026 | -8.53% Jul 20, 2017 - Sep 28, 2017 |
| #7 | -1.14% Apr 27, 2026 - May 1, 2026 | -8.08% Mar 12, 2021 - May 14, 2021 |
| #8 | -0.90% Apr 17, 2026 - Apr 22, 2026 | -8.00% Jan 19, 2018 - Apr 17, 2018 |
| #9 | -0.63% May 8, 2026 - May 13, 2026 | -7.70% Feb 6, 2026 - Apr 14, 2026 |
| #10 | -0.54% Nov 28, 2025 - Dec 2, 2025 | -7.37% Jun 8, 2021 - Sep 27, 2021 |
| #11 | -0.21% May 1, 2026 - May 6, 2026 | -4.94% Nov 11, 2024 - Nov 25, 2024 |
| #12 | -0.13% Dec 2, 2025 - Dec 4, 2025 | -4.59% Jan 25, 2021 - Feb 8, 2021 |
| #13 | -0.01% May 6, 2026 - May 8, 2026 | -3.86% May 8, 2026 - May 26, 2026 |
| #14 | N/A | -3.27% Jan 22, 2026 - Feb 6, 2026 |
| #15 | N/A | -2.92% Sep 27, 2021 - Oct 14, 2021 |
Correlation
Correlation between VUSG and SQLV is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.63
-101
Dividend Comparison (2017 - 2026)
VUSG vs SQLV dividend yield comparison.
| Year | VUSG | SQLV |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 0.02% | 1.15% |
| 2024 | 0.00% | 1.11% |
| 2023 | 0.00% | 1.09% |
| 2022 | 0.00% | 1.24% |
| 2021 | 0.00% | 1.12% |
| 2020 | 0.00% | 1.22% |
| 2019 | 0.00% | 1.20% |
| 2018 | 0.00% | 1.08% |
| 2017 | 0.00% | 0.40% |
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