Compare · 2 funds side by side · dividends reinvested

SQLV and IWM

SQLVFranklin Templeton×IWMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,355SQLV · best of the two

02 / 04

SQLV and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.03%+22.6%+28.3%+16.8%+7.5%−7.7%16.5%$41M1.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.01%+10.8%+13.5%+19.4%+4.8%−11.1%18.7%$77.4B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SQLV 2017 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $41M$12,826

SQLV

IWM

iShares Russell 2000 ETF · $77.4B$11,349

$10,000 one year ago, dividends reinvested · they hold 12.7% in common

SQLVMeasureIWM

+22.6%Year to dateJan 1 → Nov 5+10.8%

+28.3%1 yearTotal return+13.5%

+16.8%3 years · per year$10,000 became $15,951 · $17,029+19.4%

+7.5%5 years · per year$10,000 became $14,355 · $12,637+4.8%

0.60%Expense ratio$60 · $19 a year on $10k · lower is better0.19%

1.03%Trailing 12-mo yield$103 · $101 a year on $10k1.01%

−7.7%Worst dropSmaller is better−11.1%

16.5%VolatilityLower is calmer18.7%

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

6–2SQLV wins

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

More Ways to See the Pairs

SQLV vs IWM: Top 5 Holdings

Today

SQLV

4.5%in top 5

IWM

in top 51.8%

SQLVStockIWM

1.1%DXCnot top 5

0.9%KSSnot top 5

0.9%HRBnot top 5

0.8%EMBCnot top 5

0.8%QLYSnot top 5

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5TWST0.3%

Held in common12.7%

End-of-day Nov 5, 2026 · share of each fund

SQLV vs IWM Returns, Every Period

Franklin TempletonSQLV

+7.5%

5 years, per year

IWMiShares

+4.8%

5 years, per year

SQLVIWMFaded: behind in that period

3–1SQLV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SQLV vs IWM

YTD

Franklin TempletonSQLV

+22.6%

IWMiShares

+10.8%

+22.6%Year to date+10.8%

−7.7%Worst drop · 1Y−11.1%

16.5%Volatility · 1Y18.7%

1.0%Yield1.0%

$41.0MAssets$77.4B

3–0SQLV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, IWM

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

SQLV0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SQLV, IWM

1.03%highest, SQLV

FundTrailing yieldYield$10k

SQLV1.03%$103

IWM1.01%$101

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$82most kept, IWM

IWM$101 − $19 = $82

SQLV$103 − $60 = $43

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SQLV, IWM

Today

12.7%most shared, SQLV and IWM

SQLVIWM

SQLV—12.7%

IWM12.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+28.3%SQLV, at 16.5% volatility

SQLVWorst drop−7.7%16.5% vol

IWMWorst drop−11.1%18.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SQLVIWM

+22.6%Year to date+10.8%

1.0%Yield1.0%

+28.3%Past year+13.5%

0.60%Fee0.19%

2–1SQLV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026