Compare · 2 funds side by side · dividends reinvested

SQLT and VBR

SQLTiShares×VBRVanguard×

Versus in desk

Story of the two · Growth1Y$10,000 one year agoDividends reinvested · both on one scale$12,397VBR · best of the two

02 / 03

SQLT and VBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.78%+18.9%+24.0%+19.1%+8.8%−8.9%14.4%$35.1B1.0

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M2.0

Rank among the two1st → 2ndFee, 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 · VBR 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

SQLT

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,273

$10,000 five years ago, dividends reinvested · they hold 28.4% in common

SQLTMeasureVBR

[…]Year to dateJan 1 → Nov 9+18.9%

[…]1 yearTotal return+24.0%

[…]3 years · per year$10,000 became […] · $16,888+19.1%

[…]5 years · per year$10,000 became […] · $15,273+8.8%

0.20%Expense ratio$20 · $5 a year on $10k · lower is better0.05%

0.48%Trailing 12-mo yield$48 · $178 a year on $10k1.78%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer14.4%

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

0–2VBR 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 VBR: Top 5 Holdings

Today

SQLT

5.0%in top 5

VBR

in top 53.3%

SQLTStockVBR

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 5MRNA0.8%

not top 5JBL0.7%

not top 5WSM0.6%

not top 5ATO0.6%

not top 5FFIV0.6%

Held in common28.4%

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

SQLT vs VBR Returns, Every Period

iSharesSQLT

[…]

past year

VBRVanguard

+24.0%

past year

Returns […]

SQLTVBRFaded: behind in that period

0–0Level

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

SQLT vs VBR

YTD

iSharesSQLT

[…]

VBRVanguard

+18.9%

[…]Year to date+18.9%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y14.4%

0.5%Yield1.8%

$6.8MAssets$35.1B

1–0VBR wins

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

Cost, Income and Risk

Fees: SQLT, VBR

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

SQLT0.20%$20

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

Yields: SQLT, VBR

1.78%highest, VBR

FundTrailing yieldYield$10k

VBR1.78%$178

SQLT0.48%$48

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

Income After Fees on $10,000

$173most kept, VBR

VBR$178 − $5 = $173

SQLT$48 − $20 = $28

KeptFee

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

Overlap: SQLT, VBR

Today

28.4%most shared, SQLT and VBR

SQLTVBR

SQLT—28.4%

VBR28.4%—

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

Return vs Bumpiness: 2 ETFs

+24.0%VBR, at 14.4% volatility

VBRWorst drop−8.9%14.4% vol

SQLTWorst drop[…][…]

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

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026