Compare · 3 funds side by side · dividends reinvested

SQLT, IWM and IJR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,136IJR · best of the three

02 / 04

SQLT, IWM and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$108B1.1

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.01%+10.8%+13.5%+19.4%+4.8%−11.1%18.7%$77.4B1.9

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.49%[…][…][…][…][…][…]$7M3.0

Rank among the three1st → 3rdFee, 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: SQLT 2026 · IWM 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SQLT

IWM

iShares Russell 2000 ETF · $77.4B$17,029

$10,000 three years ago, dividends reinvested · they hold 26.6% in common

SQLTMeasureIWM

[…]Year to dateJan 1 → Nov 5+10.8%

[…]1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $17,029+19.4%

[…]5 years · per year$10,000 became […] · $12,637+4.8%

0.20%Expense ratio$20 · $19 a year on $10k · lower is better0.19%

0.49%Trailing 12-mo yield$49 · $101 a year on $10k1.01%

[…]Worst dropSmaller is better−11.1%

[…]VolatilityLower is calmer18.7%

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

0–2IWM wins

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

More Ways to See the Pairs

SQLT vs IWM: Top 5 Holdings

Today

SQLT

4.9%in top 5

IWM

in top 51.8%

SQLTStockIWM

1.1%MANHnot top 5

1.1%NFGnot top 5

0.9%EXELnot top 5

0.9%RGLDnot top 5

0.9%MEDPnot top 5

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5TWST0.3%

Held in common26.6%

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

SQLT vs IWM Returns, Every Period

iSharesSQLT

[…]

past year

IWMiShares

+13.5%

past year

Returns […]

SQLTIWMFaded: behind in that period

0–0Level

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

SQLT vs IJR

YTD

iSharesSQLT

[…]

IJRiShares

+15.4%

[…]Year to date+15.4%

[…]Worst drop · 1Y−9.7%

[…]Volatility · 1Y16.3%

0.5%Yield1.2%

$6.9MAssets$108B

1–0IJR wins

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

Cost, Income and Risk

Fees: SQLT, IWM, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

IWM0.19%$19

SQLT0.20%$20

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

Yields: SQLT, IWM, IJR

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

IWM1.01%$101

SQLT0.49%$49

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

IWM$101 − $19 = $82

SQLT$49 − $20 = $29

KeptFee

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

Overlap: SQLT, IWM, IJR

Today

48.0%most shared, IWM and IJR

SQLTIWMIJR

SQLT—26.6%27.0%

IWM26.6%—48.0%

IJR27.0%48.0%—

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

Return vs Bumpiness: 3 ETFs

+19.4%IJR, at 16.3% volatility

IJRWorst drop−9.7%16.3% vol

IWMWorst drop−11.1%18.7% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

IJRIWM

+15.4%Year to date+10.8%

1.2%Yield1.0%

+19.4%Past year+13.5%

0.06%Fee0.19%

4–0IJR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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