Compare · 3 funds side by side · dividends reinvested

SQLT, IWM and VO

Story of the three · Growth1Y$10,000 one year agoDividends reinvested · all three on one scale$11,349IWM · best of the three

02 / 04

SQLT, IWM and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.4

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.01%+10.8%+13.5%+19.4%+4.8%−11.1%18.7%$75.4B1.6

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.49%[…][…][…][…][…][…]$7M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SQLT 2026 · IWM 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

SQLT

Vanguard Morningstar Mid-Cap ETF · $103B$13,616

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SQLTMeasureVO

[…]Year to dateJan 1 → Nov 5+10.7%

[…]1 yearTotal return+12.4%

[…]3 years · per year$10,000 became […] · $16,795+18.9%

[…]5 years · per year$10,000 became […] · $13,616+6.4%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

0.49%Trailing 12-mo yield$49 · $139 a year on $10k1.39%

[…]Worst dropSmaller is better−8.2%

[…]VolatilityLower is calmer12.9%

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

0–2VO wins

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

More Ways to See the Pairs

SQLT vs VO: Top 5 Holdings

Today

SQLT

4.9%in top 5

in top 55.3%

SQLTStockVO

1.1%MANHnot top 5

not top 5NET1.1%

1.1%NFGnot top 5

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

0.9%EXELnot top 5

0.9%RGLDnot top 5

0.9%MEDPnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

SQLT vs VO Returns, Every Period

iSharesSQLT

[…]

past year

VOVanguard

+12.4%

past year

Returns […]

SQLTVOFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SQLT vs VO

YTD

iSharesSQLT

[…]

VOVanguard

+10.7%

[…]Year to date+10.7%

[…]Worst drop · 1Y−8.2%

[…]Volatility · 1Y12.9%

0.5%Yield1.4%

$6.7MAssets$103B

1–0VO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLT, IWM, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWM0.19%$19

SQLT0.20%$20

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SQLT, IWM, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

IWM1.01%$101

SQLT0.49%$49

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IWM$101 − $19 = $82

SQLT$49 − $20 = $29

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SQLT, IWM, VO

Today

26.6%most shared, SQLT and IWM

SQLTIWMVO

SQLT—26.6%0.0%

IWM26.6%—0.0%

VO0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%IWM, at 18.7% volatility

VOWorst drop−8.2%12.9% vol

IWMWorst drop−11.1%18.7% vol

SQLTWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VOIWM

+10.7%Year to date+10.8%

1.4%Yield1.0%

+12.4%Past year+13.5%

0.03%Fee0.19%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$75.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026