Compare · 3 funds side by side · dividends reinvested

IWM, SQLV and VUG

IWMiShares×SQLVFranklin Templeton×VUGVanguard×

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Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$18,215VUG · best of the three

Story of the three · IncomeMost incomeSQLV · 1.03% · $103 a year on $10k

Story of the three · RiskSmallest drop

IWM, SQLV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.03%+22.5%+25.9%+15.5%+6.5%−7.7%16.6%$40M1.6

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.98%+13.9%+15.2%+18.8%+4.4%−11.1%18.9%$78.1B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B2.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: IWM 2000 · SQLV 2017 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Royce Quant Small-Cap Quality Value ETF · $40M$13,678

SQLV

IWM

iShares Russell 2000 ETF · $78.1B$12,417

$10,000 five years ago, dividends reinvested · they hold 12.4% in common

SQLV

More Ways to See the Pairs

SQLV vs IWM: Top 5 Holdings

Today

SQLV

4.9%in top 5

IWM

in top 51.9%

SQLVStockIWM

1.3%DXCnot top 5

1.0%KDnot top 5

0.9%EMBCnot top 5

0.9%KSSnot top 5

0.8%FHInot top 5

Cost, Income and Risk

Fees: IWM, SQLV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWM0.19%$19

SQLV0.60%$60

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: IWM, SQLV, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

IWM vs VB

YTD

iSharesIWM

+13.9%

VBVanguard

+14.1%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

Measure

IWM

+22.5%Year to dateJan 1 → Nov 12+13.9%

+25.9%1 yearTotal return+15.2%

+15.5%3 years · per year$10,000 became $15,405 · $16,765+18.8%

+6.5%5 years · per year$10,000 became $13,678 · $12,417+4.4%

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

1.03%Trailing 12-mo yield$103 · $98 a year on $10k0.98%

−7.7%Worst dropSmaller is better−11.1%

16.6%VolatilityLower is calmer18.9%

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

6–2SQLV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5FROG0.4%

not top 5MOG-A0.3%

not top 5UMBF0.3%

Held in common12.4%

End-of-day Nov 12, 2026 · share of each fund

SQLV vs IWM Returns, Every Period

5Y

Franklin TempletonSQLV

+6.5%

5 years, per year

IWMiShares

+4.4%

5 years, per year

SQLVIWMFaded: behind in that period

3–1SQLV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

SQLV vs IWM

YTD

Franklin TempletonSQLV

+22.5%

IWMiShares

+13.9%

+22.5%Year to date+13.9%

−7.7%Worst drop · 1Y−11.1%

16.6%Volatility · 1Y18.9%

1.0%Yield1.0%

$39.6MAssets$78.1B

3–0SQLV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.03%highest, SQLV

FundTrailing yieldYield$10k

SQLV1.03%$103

IWM0.98%$98

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$79most kept, IWM

IWM$98 − $19 = $79

SQLV$103 − $60 = $43

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: IWM, SQLV, VUG

Today

12.4%most shared, IWM and SQLV

IWMSQLVVUG

IWM—12.4%0.0%

SQLV12.4%—0.0%

VUG0.0%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+25.9%SQLV, at 16.6% volatility

SQLVWorst drop−7.7%16.6% vol

IWMWorst drop−11.1%18.9% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SQLVIWM

+22.5%Year to date+13.9%

1.0%Yield1.0%

+25.9%Past year+15.2%

0.60%Fee0.19%

2–1SQLV wins

End-of-day Nov 12, 2026

+13.9%Year to date+14.1%

1.0%Yield1.3%

$78.1BAssets$76.9B

2–0VB wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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IWM, SQLV and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three