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$14,141SQLV · 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%1.04%+21.1%+25.3%+16.2%+7.2%−7.7%16.5%$39M1.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$75.4B1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: SQLV 2017 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $75.4B$17,100

IWM

SQLV

Royce Quant Small-Cap Quality Value ETF · $39M$15,694

$10,000 three years ago, dividends reinvested · they hold 12.7% in common

IWMMeasureSQLV

+11.9%Year to dateJan 1 → Nov 6+21.1%

+13.0%1 yearTotal return+25.3%

+19.6%3 years · per year$10,000 became $17,100 · $15,694+16.2%

+5.0%5 years · per year$10,000 became $12,766 · $14,141+7.2%

0.19%Expense ratio$19 · $60 a year on $10k · lower is better0.60%

1.00%Trailing 12-mo yield$100 · $104 a year on $10k1.04%

−11.1%Worst dropSmaller is better−7.7%

18.7%VolatilityLower is calmer16.5%

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

2–6SQLV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWM vs SQLV: Top 5 Holdings

Today

IWM

1.8%in top 5

SQLV

in top 54.8%

IWMStockSQLV

not top 5DXC1.2%

not top 5KD1.0%

not top 5KSS0.9%

not top 5EMBC0.9%

not top 5HRB0.9%

0.4%GKOSnot top 5

0.4%BTSGnot top 5

0.3%UMBFnot top 5

0.3%EATnot top 5

0.3%RHPnot top 5

Held in common12.7%

End-of-day Nov 6, 2026 · share of each fund

IWM vs SQLV Returns, Every Period

iSharesIWM

+5.0%

5 years, per year

SQLVFranklin Templeton

+7.2%

5 years, per year

IWMSQLVFaded: behind in that period

1–3SQLV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IWM vs SQLV

YTD

iSharesIWM

+11.9%

SQLVFranklin Templeton

+21.1%

+11.9%Year to date+21.1%

−11.1%Worst drop · 1Y−7.7%

18.7%Volatility · 1Y16.5%

1.0%Yield1.0%

$75.4BAssets$39.4M

3–0SQLV wins

End-of-day Nov 6, 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 6, 2026 · fee on $10,000 a year

Yields: SQLV, IWM

1.04%highest, SQLV

FundTrailing yieldYield$10k

SQLV1.04%$104

IWM1.00%$100

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$81most kept, IWM

IWM$100 − $19 = $81

SQLV$104 − $60 = $44

KeptFee

End-of-day Nov 6, 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 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.3%SQLV, at 16.5% volatility

SQLVWorst drop−7.7%16.5% vol

IWMWorst drop−11.1%18.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SQLVIWM

+21.1%Year to date+11.9%

1.0%Yield1.0%

+25.3%Past year+13.0%

0.60%Fee0.19%

2–1SQLV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026