Compare · 3 funds side by side · dividends reinvested

SQLV, IWF and QQQ

SQLVFranklin Templeton×IWFiShares×QQQInvesco×

Story of the three · Growth1Y$10,000 one year agoDividends reinvested · all three on one scale$12,942SQLV · best of the three

02 / 04

SQLV, IWF and QQQ, 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%$40M1.8

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.3

Rank among the three1st → 3rdFee, 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 · IWF 2000 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $40M$14,089

SQLV

IWF

iShares Russell 1000 Growth ETF · $118B$15,892

$10,000 five years ago, 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

Stocks vs Core: SQLV vs QQQ

YTD

Franklin TempletonSQLV

+23.7%

QQQInvesco

+11.0%

+23.7%Year to date+11.0%

−7.7%Worst drop · 1Y−14.8%

16.6%Volatility · 1Y21.5%

1.0%Yield0.5%

$39.8MAssets$446B

4–0SQLV wins

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

Cost, Income and Risk

Fees: SQLV, IWF, QQQ

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

QQQ0.18%$18

SQLV0.60%$60

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

Yields: SQLV, IWF, QQQ

1.02%highest, SQLV

FundTrailing yieldYield$10k

SQLV1.02%$102

QQQ0.46%$46

IWF0.38%$38

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

Income After Fees on $10,000

$42most kept, SQLV

SQLV$102 − $60 = $42

QQQ$46 − $18 = $28

IWF$38 − $18 = $20

KeptFee

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

Overlap: SQLV, IWF, QQQ

Today

57.8%most shared, IWF and QQQ

SQLVIWFQQQ

SQLV—0.0%0.0%

IWF0.0%—57.8%

QQQ0.0%57.8%—

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

Return vs Bumpiness: 3 ETFs

+29.4%SQLV, at 16.6% volatility

SQLVWorst drop−7.7%16.6% vol

IWFWorst drop−14.6%19.5% vol

QQQWorst drop−14.8%21.5% vol

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

Paid More vs Made More

YTD

SQLVQQQ

+23.7%Year to date+11.0%

1.0%Yield0.5%

+29.4%Past year+11.6%

0.60%Fee0.18%

3–1SQLV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

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

TQQQ vs QQQ

YTD

ProSharesTQQQ

+9.9%

QQQInvesco

+11.0%

+9.9%Year to date+11.0%

0.94% · $94Fee · on $10k a year0.18% · $18

$32.1BAssets$446B

2–0QQQ wins

End-of-day Nov 9, 2026