Compare · 3 funds side by side · dividends reinvested

SQLV, IJR and IWF

SQLVFranklin Templeton×IJRiShares×IWFiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,699IWF · best of the three

Story of the three · IncomeMost incomeIJR · 1.21% · $121 a year on $10k

Story of the three · RiskSmallest drop

SQLV, 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%+18.5%+21.3%+16.2%+5.7%−9.7%16.3%$107B1.8

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.5%+28.9%+15.2%+7.1%−7.7%16.6%$40M1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: SQLV 2017 · IJR 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

3Y

Royce Quant Small-Cap Quality Value ETF · $40M$15,277

SQLV

IJR

iShares Core S&P Small-Cap ETF · $107B$15,695

$10,000 three years ago, dividends reinvested · they hold 15.1% in common

SQLV

More Ways to See the Pairs

SQLV vs IJR: Top 5 Holdings

Today

SQLV

4.8%in top 5

IJR

in top 52.6%

SQLVStockIJR

1.2%DXCnot top 5

1.0%KDnot top 5

0.9%EMBCnot top 5

0.9%HRBnot top 5

0.9%KSSnot top 5

Cost, Income and Risk

Fees: SQLV, IJR, IWF

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

IWF0.18%$18

SQLV0.60%$60

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

Yields: SQLV, IJR, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

IJR

+23.5%Year to dateJan 1 → Nov 10+18.5%

+28.9%1 yearTotal return+21.3%

+15.2%3 years · per year$10,000 became $15,277 · $15,695+16.2%

+7.1%5 years · per year$10,000 became $14,078 · $13,218+5.7%

0.60%Expense ratio$60 · $6 a year on $10k · lower is better0.06%

1.02%Trailing 12-mo yield$102 · $121 a year on $10k1.21%

−7.7%Worst dropSmaller is better−9.7%

16.6%VolatilityLower is calmer16.3%

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

4–4Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5VSAT0.6%

not top 5RHP0.5%

not top 5PAYC0.5%

not top 5VSXY0.5%

not top 5MTCH0.5%

Held in common15.1%

End-of-day Nov 10, 2026 · share of each fund

SQLV vs IJR Returns, Every Period

5Y

Franklin TempletonSQLV

+7.1%

5 years, per year

IJRiShares

+5.7%

5 years, per year

SQLVIJRFaded: behind in that period

3–1SQLV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

SQLV vs IJR

YTD

Franklin TempletonSQLV

+23.5%

IJRiShares

+18.5%

+23.5%Year to date+18.5%

−7.7%Worst drop · 1Y−9.7%

16.6%Volatility · 1Y16.3%

1.0%Yield1.2%

$39.8MAssets$107B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

SQLV1.02%$102

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$115most kept, IJR

IJR$121 − $6 = $115

SQLV$102 − $60 = $42

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SQLV, IJR, IWF

Today

15.1%most shared, SQLV and IJR

SQLVIJRIWF

SQLV—15.1%0.0%

IJR15.1%—0.1%

IWF0.0%0.1%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+28.9%SQLV, at 16.6% volatility

IJRWorst drop−9.7%16.3% vol

SQLVWorst drop−7.7%16.6% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IJRSQLV

+18.5%Year to date+23.5%

1.2%Yield1.0%

+21.3%Past year+28.9%

0.06%Fee0.60%

2–2level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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SQLV, IJR and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three