Compare · 4 funds side by side · dividends reinvested

SQLT, IWM, IWF and VO

SQLTiShares×IWMiShares×IWFiShares×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,441IWF · best of the four

02 / 04

SQLT, IWM, IWF and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.6

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.97%+15.5%+18.7%+19.8%+5.1%−11.1%18.8%$76.6B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.6

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M3.5

Rank among the four1st → 4thFee, 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 · IWM 2000 · IWF 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

YTD

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

SQLT

IWM

iShares Russell 2000 ETF · $76.6B$11,553

$10,000 since Jan 1, dividends reinvested · they hold 26.6% in common

SQLTMeasureIWM

[…]Year to dateJan 1 → Nov 9+15.5%

[…]1 yearTotal return+18.7%

[…]3 years · per year$10,000 became […] · $17,192+19.8%

[…]5 years · per year$10,000 became […] · $12,844+5.1%

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

0.48%Trailing 12-mo yield$48 · $97 a year on $10k0.97%

[…]Worst dropSmaller is better−11.1%

[…]VolatilityLower is calmer18.8%

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

0–2IWM 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 IWM: Top 5 Holdings

Today

SQLT

5.0%in top 5

IWM

in top 51.8%

SQLTStockIWM

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 5GKOS0.4%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5RHP0.3%

Held in common26.6%

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

SQLT vs IWM Returns, Every Period

iSharesSQLT

[…]

past year

IWMiShares

+18.7%

past year

Returns […]

SQLTIWMFaded: behind in that period

0–0Level

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

SQLT vs VO

YTD

iSharesSQLT

[…]

VOVanguard

+13.6%

[…]Year to date+13.6%

[…]Worst drop · 1Y−8.2%

[…]Volatility · 1Y13.1%

0.5%Yield1.4%

$6.7MAssets$103B

1–0VO wins

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

Cost, Income and Risk

Fees: SQLT, IWM, IWF, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

IWM0.19%$19

SQLT0.20%$20

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

Yields: SQLT, IWM, IWF, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

IWM0.97%$97

SQLT0.48%$48

IWF0.39%$39

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IWM$97 − $19 = $78

SQLT$48 − $20 = $28

IWF$39 − $18 = $21

KeptFee

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

Overlap: SQLT, IWM, IWF, VO

Today

26.6%most shared, SQLT and IWM

SQLTIWMIWFVO

SQLT—26.6%0.6%0.0%

IWM26.6%—0.0%0.0%

IWF0.6%0.0%—9.2%

VO0.0%0.0%9.2%—

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

Return vs Bumpiness: 4 ETFs

+18.7%IWM, at 18.8% volatility

VOWorst drop−8.2%13.1% vol

IWMWorst drop−11.1%18.8% vol

IWFWorst drop−14.6%19.4% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

VOIWM

+13.6%Year to date+15.5%

1.4%Yield1.0%

+15.6%Past year+18.7%

0.03%Fee0.19%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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$59.7B

1–1level

End-of-day Nov 9, 2026

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026