Compare · 4 funds side by side · dividends reinvested

SQLV, IWM, VUG and IWF

SQLVFranklin Templeton×IWMiShares×VUGVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

SQLV, IWM, VUG 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%+23.7%+29.4%+16.2%+7.1%−7.7%16.6%$40M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.97%+15.5%+18.7%+19.8%+5.1%−11.1%18.8%$77.9B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B3.1

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: SQLV 2017 · IWM 2000 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

YTD

Royce Quant Small-Cap Quality Value ETF · $40M$12,365

SQLV

IWF

iShares Russell 1000 Growth ETF · $118B$9,746

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

SQLVMeasureIWF

+23.7%Year to dateJan 1 → Nov 9−2.5%

+29.4%1 yearTotal return−2.2%

+16.2%3 years · per year$10,000 became $15,678 · $17,207+19.8%

+7.1%5 years · per year$10,000 became $14,089 · $15,892+9.7%

0.60%Expense ratio$60 · $18 a year on $10k · lower is better0.18%

1.02%Trailing 12-mo yield$102 · $38 a year on $10k0.38%

−7.7%Worst dropSmaller is better−14.6%

16.6%VolatilityLower is calmer19.5%

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

5–3SQLV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SQLV vs IWF: Top 5 Holdings

Today

SQLV

4.9%in top 5

IWF

in top 539.7%

SQLVStockIWF

not top 5NVDA14.3%

not top 5AAPL8.8%

not top 5MSFT6.5%

not top 5GOOGL5.5%

not top 5AVGO4.5%

1.3%DXCnot top 5

1.0%KDnot top 5

0.9%HRBnot top 5

0.9%EMBCnot top 5

0.9%KSSnot top 5

Held in common0.0%

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

SQLV vs IWF Returns, Every Period

Franklin TempletonSQLV

+7.1%

5 years, per year

IWFiShares

+9.7%

5 years, per year

SQLVIWFFaded: behind in that period

2–2Level

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

SQLV vs IWM

YTD

Franklin TempletonSQLV

+23.7%

IWMiShares

+15.5%

+23.7%Year to date+15.5%

−7.7%Worst drop · 1Y−11.1%

16.6%Volatility · 1Y18.8%

1.0%Yield1.0%

$39.8MAssets$77.9B

3–0SQLV wins

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

Cost, Income and Risk

Fees: SQLV, IWM, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

IWM0.19%$19

SQLV0.60%$60

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

Yields: SQLV, IWM, VUG, IWF

1.02%highest, SQLV

FundTrailing yieldYield$10k

SQLV1.02%$102

IWM0.97%$97

VUG0.41%$41

IWF0.38%$38

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

Income After Fees on $10,000

$78most kept, IWM

IWM$97 − $19 = $78

SQLV$102 − $60 = $42

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

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

Overlap: SQLV, IWM, VUG, IWF

Today

78.1%most shared, VUG and IWF

SQLVIWMVUGIWF

SQLV—12.5%0.0%0.0%

IWM12.5%—0.0%0.0%

VUG0.0%0.0%—78.1%

IWF0.0%0.0%78.1%—

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

Return vs Bumpiness: 4 ETFs

+29.4%SQLV, at 16.6% volatility

SQLVWorst drop−7.7%16.6% vol

IWMWorst drop−11.1%18.8% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

SQLVIWM

+23.7%Year to date+15.5%

1.0%Yield1.0%

+29.4%Past year+18.7%

0.60%Fee0.19%

2–1SQLV wins

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$61.4B

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%

$77.9BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026