Compare · 3 funds side by side · dividends reinvested

SQLT, IJR and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,892IWF · best of the three

02 / 04

SQLT, IJR and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$107B1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B1.9

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M2.5

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: SQLT 2026 · IJR 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7M[…]

SQLT

IJR

iShares Core S&P Small-Cap ETF · $107B$16,193

$10,000 three years ago, dividends reinvested · they hold 26.8% in common

SQLTMeasureIJR

[…]Year to dateJan 1 → Nov 9+18.9%

[…]1 yearTotal return+22.8%

[…]3 years · per year$10,000 became […] · $16,193+17.4%

[…]5 years · per year$10,000 became […] · $13,254+5.8%

0.20%Expense ratio$20 · $6 a year on $10k · lower is better0.06%

0.48%Trailing 12-mo yield$48 · $121 a year on $10k1.21%

[…]Worst dropSmaller is better−9.7%

[…]VolatilityLower is calmer16.4%

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

0–2IJR wins

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

More Ways to See the Pairs

SQLT vs IJR: Top 5 Holdings

Today

SQLT

5.0%in top 5

IJR

in top 52.6%

SQLTStockIJR

1.1%MANHnot top 5

1.1%NFGnot top 5

1.0%RGLDnot top 5

0.9%EXELnot top 5

0.9%MEDPnot top 5

not top 5PAYC0.5%

not top 5RHP0.5%

not top 5MTCH0.5%

not top 5LTH0.5%

not top 5VSAT0.5%

Held in common26.8%

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

SQLT vs IJR Returns, Every Period

iSharesSQLT

[…]

past year

IJRiShares

+22.8%

past year

Returns […]

SQLTIJRFaded: behind in that period

0–0Level

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

SQLT vs IJR

YTD

iSharesSQLT

[…]

IJRiShares

+18.9%

[…]Year to date+18.9%

[…]Worst drop · 1Y−9.7%

[…]Volatility · 1Y16.4%

0.5%Yield1.2%

$6.8MAssets$107B

1–0IJR wins

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

Cost, Income and Risk

Fees: SQLT, IJR, IWF

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

IWF0.18%$18

SQLT0.20%$20

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

Yields: SQLT, IJR, IWF

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

SQLT0.48%$48

IWF0.38%$38

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

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

SQLT$48 − $20 = $28

IWF$38 − $18 = $20

KeptFee

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

Overlap: SQLT, IJR, IWF

Today

26.8%most shared, SQLT and IJR

SQLTIJRIWF

SQLT—26.8%0.6%

IJR26.8%—0.1%

IWF0.6%0.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.8%IJR, at 16.4% volatility

IJRWorst drop−9.7%16.4% vol

IWFWorst drop−14.6%19.5% vol

SQLTWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IJRIWF

+18.9%Year to date−2.5%

1.2%Yield0.4%

+22.8%Past year−2.2%

0.06%Fee0.18%

4–0IJR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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$61.4B

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026