Compare · 3 funds side by side · dividends reinvested

SQLT, IWM and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

SQLT, IWM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$75.8B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.8

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 4, 2026 · returns include dividends · since: SQLT 2026 · IWM 2000 · VUG 2004

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 · $75.8B$18,002

$10,000 three years ago, dividends reinvested · they hold 26.5% in common

SQLTMeasureIWM

[…]Year to dateJan 1 → Nov 4+16.2%

[…]1 yearTotal return+16.9%

[…]3 years · per year$10,000 became […] · $18,002+21.6%

[…]5 years · per year$10,000 became […] · $13,509+6.2%

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

0.48%Trailing 12-mo yield$48 · $96 a year on $10k0.96%

[…]Worst dropSmaller is better−11.1%

[…]VolatilityLower is calmer18.2%

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

0–2IWM wins

End-of-day Nov 4, 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 51.9%

SQLTStockIWM

1.1%NFGnot top 5

1.1%MANHnot top 5

0.9%EXELnot top 5

0.9%MEDPnot top 5

0.8%RGLDnot top 5

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5MOG-A0.3%

not top 5UMBF0.3%

not top 5VSAT0.3%

Held in common26.5%

End-of-day Nov 4, 2026 · share of each fund

SQLT vs IWM Returns, Every Period

iSharesSQLT

[…]

past year

IWMiShares

+16.9%

past year

Returns […]

SQLTIWMFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SQLT vs IWM

YTD

iSharesSQLT

[…]

IWMiShares

+16.2%

[…]Year to date+16.2%

[…]Worst drop · 1Y−11.1%

[…]Volatility · 1Y18.2%

0.5%Yield1.0%

$6.8MAssets$75.8B

1–0IWM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLT, IWM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWM0.19%$19

SQLT0.20%$20

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SQLT, IWM, VUG

0.96%highest, IWM

FundTrailing yieldYield$10k

IWM0.96%$96

SQLT0.48%$48

VUG0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

VUG$40 − $3 = $37

SQLT$48 − $20 = $28

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SQLT, IWM, VUG

Today

26.5%most shared, SQLT and IWM

SQLTIWMVUG

SQLT—26.5%0.0%

IWM26.5%—0.0%

VUG0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.9%IWM, at 18.2% volatility

IWMWorst drop−11.1%18.2% vol

VUGWorst drop−16.1%18.2% vol

SQLTWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IWMVUG

+16.2%Year to date+6.3%

1.0%Yield0.4%

+16.9%Past year+3.4%

0.19%Fee0.03%

3–1IWM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026