Compare · 2 funds side by side · dividends reinvested

SQLV and IWF

SQLVFranklin Templeton×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,499IWF · best of the two

02 / 04

SQLV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+24.0%+28.7%+17.9%+7.6%−7.7%15.7%$40M1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.5%−2.9%+22.7%+10.5%−15.6%18.3%$120B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: SQLV 2017 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

YTD

iShares Russell 1000 Growth ETF · $120B$9,952

IWF

SQLV

Royce Quant Small-Cap Quality Value ETF · $40M$12,400

$10,000 since Jan 1, dividends reinvested · they hold 0.0% in common

IWFMeasureSQLV

−0.5%Year to dateJan 1 → Nov 3+24.0%

−2.9%1 yearTotal return+28.7%

+22.7%3 years · per year$10,000 became $18,494 · $16,392+17.9%

+10.5%5 years · per year$10,000 became $16,499 · $14,436+7.6%

0.18%Expense ratio$18 · $60 a year on $10k · lower is better0.60%

0.37%Trailing 12-mo yield$37 · $102 a year on $10k1.02%

−15.6%Worst dropSmaller is better−7.7%

18.3%VolatilityLower is calmer15.7%

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

3–5SQLV wins

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

More Ways to See the Pairs

IWF vs SQLV: Top 5 Holdings

Today

IWF

39.3%in top 5

SQLV

in top 54.6%

IWFStockSQLV

14.9%NVDAnot top 5

8.4%AAPLnot top 5

6.1%MSFTnot top 5

5.1%GOOGLnot top 5

4.7%AVGOnot top 5

not top 5DXC1.2%

not top 5KSS0.9%

not top 5EMBC0.8%

not top 5HRB0.8%

not top 5QLYS0.8%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

IWF vs SQLV Returns, Every Period

iSharesIWF

+10.5%

5 years, per year

SQLVFranklin Templeton

+7.6%

5 years, per year

IWFSQLVFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IWF vs SQLV

YTD

iSharesIWF

−0.5%

SQLVFranklin Templeton

+24.0%

−0.5%Year to date+24.0%

−15.6%Worst drop · 1Y−7.7%

18.3%Volatility · 1Y15.7%

0.4%Yield1.0%

$120BAssets$39.8M

4–0SQLV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

SQLV0.60%$60

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SQLV, IWF

1.02%highest, SQLV

FundTrailing yieldYield$10k

SQLV1.02%$102

IWF0.37%$37

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$42most kept, SQLV

SQLV$102 − $60 = $42

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SQLV, IWF

Today

0.0%most shared, SQLV and IWF

SQLVIWF

SQLV—0.0%

IWF0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+28.7%SQLV, at 15.7% volatility

SQLVWorst drop−7.7%15.7% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SQLVIWF

+24.0%Year to date−0.5%

1.0%Yield0.4%

+28.7%Past year−2.9%

0.60%Fee0.18%

3–1SQLV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026