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$15,155SQLV · 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%0.99%+27.7%+33.0%+18.7%+8.7%−7.7%16.0%$40M1.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$75.8B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: SQLV 2017 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

YTD

Royce Quant Small-Cap Quality Value ETF · $40M$12,774

SQLV

IWM

iShares Russell 2000 ETF · $75.8B$11,616

$10,000 since Jan 1, dividends reinvested · they hold 12.8% in common

SQLVMeasureIWM

+27.7%Year to dateJan 1 → Nov 4+16.2%

+33.0%1 yearTotal return+16.9%

+18.7%3 years · per year$10,000 became $16,710 · $18,002+21.6%

+8.7%5 years · per year$10,000 became $15,155 · $13,509+6.2%

0.60%Expense ratio$60 · $19 a year on $10k · lower is better0.19%

0.99%Trailing 12-mo yield$99 · $96 a year on $10k0.96%

−7.7%Worst dropSmaller is better−11.1%

16.0%VolatilityLower is calmer18.2%

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

6–2SQLV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SQLV vs IWM: Top 5 Holdings

Today

SQLV

4.5%in top 5

IWM

in top 51.9%

SQLVStockIWM

1.1%DXCnot top 5

0.9%KSSnot top 5

0.9%HRBnot top 5

0.8%EMBCnot top 5

0.8%QLYSnot top 5

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5MOG-A0.3%

not top 5UMBF0.3%

not top 5VSAT0.3%

Held in common12.8%

End-of-day Nov 4, 2026 · share of each fund

SQLV vs IWM Returns, Every Period

Franklin TempletonSQLV

+8.7%

5 years, per year

IWMiShares

+6.2%

5 years, per year

SQLVIWMFaded: behind in that period

3–1SQLV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SQLV vs IWM

YTD

Franklin TempletonSQLV

+27.7%

IWMiShares

+16.2%

+27.7%Year to date+16.2%

−7.7%Worst drop · 1Y−11.1%

16.0%Volatility · 1Y18.2%

1.0%Yield1.0%

$39.8MAssets$75.8B

3–0SQLV wins

End-of-day Nov 4, 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 4, 2026 · fee on $10,000 a year

Yields: SQLV, IWM

0.99%highest, SQLV

FundTrailing yieldYield$10k

SQLV0.99%$99

IWM0.96%$96

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

SQLV$99 − $60 = $39

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SQLV, IWM

Today

12.8%most shared, SQLV and IWM

SQLVIWM

SQLV—12.8%

IWM12.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+33.0%SQLV, at 16.0% volatility

SQLVWorst drop−7.7%16.0% vol

IWMWorst drop−11.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SQLVIWM

+27.7%Year to date+16.2%

1.0%Yield1.0%

+33.0%Past year+16.9%

0.60%Fee0.19%

2–1SQLV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026