Compare · 2 funds side by side · dividends reinvested

IWM and SQLT

IWMiShares×SQLTiShares×

Versus in desk

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$17,029IWM · best of the two

02 / 03

IWM and SQLT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.01%+10.8%+13.5%+19.4%+4.8%−11.1%18.7%$77.4B1.0

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.49%[…][…][…][…][…][…]$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 5, 2026 · returns include dividends · since: IWM 2000 · SQLT 2026

Head to Head

Swap sides Versus in desk

Head to Head

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

SQLT

IWM

iShares Russell 2000 ETF · $77.4B$12,637

$10,000 five years ago, dividends reinvested · they hold 26.6% in common

SQLTMeasureIWM

[…]Year to dateJan 1 → Nov 5+10.8%

[…]1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $17,029+19.4%

[…]5 years · per year$10,000 became […] · $12,637+4.8%

0.20%Expense ratio$20 · $19 a year on $10k · lower is better0.19%

0.49%Trailing 12-mo yield$49 · $101 a year on $10k1.01%

[…]Worst dropSmaller is better−11.1%

[…]VolatilityLower is calmer18.7%

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

0–2IWM 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 IWM: Top 5 Holdings

Today

SQLT

4.9%in top 5

IWM

in top 51.8%

SQLTStockIWM

1.1%MANHnot top 5

1.1%NFGnot top 5

0.9%EXELnot top 5

0.9%RGLDnot top 5

0.9%MEDPnot top 5

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5TWST0.3%

Held in common26.6%

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

SQLT vs IWM Returns, Every Period

iSharesSQLT

[…]

past year

IWMiShares

+13.5%

past year

Returns […]

SQLTIWMFaded: behind in that period

0–0Level

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

SQLT vs IWM

YTD

iSharesSQLT

[…]

IWMiShares

+10.8%

[…]Year to date+10.8%

[…]Worst drop · 1Y−11.1%

[…]Volatility · 1Y18.7%

0.5%Yield1.0%

$6.9MAssets$77.4B

1–0IWM wins

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

Cost, Income and Risk

Fees: IWM, SQLT

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

SQLT0.20%$20

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

Yields: IWM, SQLT

1.01%highest, IWM

FundTrailing yieldYield$10k

IWM1.01%$101

SQLT0.49%$49

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

Income After Fees on $10,000

$82most kept, IWM

IWM$101 − $19 = $82

SQLT$49 − $20 = $29

KeptFee

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

Overlap: IWM, SQLT

Today

26.6%most shared, IWM and SQLT

IWMSQLT

IWM—26.6%

SQLT26.6%—

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

Return vs Bumpiness: 2 ETFs

+13.5%IWM, at 18.7% volatility

IWMWorst drop−11.1%18.7% vol

SQLTWorst drop[…][…]

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

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026