Compare · 4 funds side by side · dividends reinvested

SQLV, IWM, VTV and IWF

SQLVFranklin Templeton×IWMiShares×VTVVanguard×IWFiShares×

Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$17,700VTV · best of the four

02 / 04

SQLV, IWM, VTV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.3

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%$39M2.4

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.97%+15.5%+18.7%+19.8%+5.1%−11.1%18.8%$76.6B3.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.3

Rank among the four1st → 4thFee, 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 · IWM 2000 · VTV 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $39M$14,089

SQLV

IWF

iShares Russell 1000 Growth ETF · $115B$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

SQLV vs VTV

YTD

Franklin TempletonSQLV

+23.7%

VTVVanguard

+20.9%

+23.7%Year to date+20.9%

−7.7%Worst drop · 1Y−6.4%

16.6%Volatility · 1Y10.8%

1.0%Yield1.8%

$38.9MAssets$184B

3–1VTV wins

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

Cost, Income and Risk

Fees: SQLV, IWM, VTV, IWF

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWF0.18%$18

IWM0.19%$19

SQLV0.60%$60

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

Yields: SQLV, IWM, VTV, IWF

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

SQLV1.02%$102

IWM0.97%$97

IWF0.38%$38

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IWM$97 − $19 = $78

SQLV$102 − $60 = $42

IWF$38 − $18 = $20

KeptFee

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

Overlap: SQLV, IWM, VTV, IWF

Today

12.5%most shared, SQLV and IWM

SQLVIWMVTVIWF

SQLV—12.5%0.0%0.0%

IWM12.5%—0.0%0.0%

VTV0.0%0.0%—11.8%

IWF0.0%0.0%11.8%—

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

Return vs Bumpiness: 4 ETFs

+29.4%SQLV, at 16.6% volatility

VTVWorst drop−6.4%10.8% vol

SQLVWorst drop−7.7%16.6% vol

IWMWorst drop−11.1%18.8% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

VTVSQLV

+20.9%Year to date+23.7%

1.8%Yield1.0%

+25.4%Past year+29.4%

0.03%Fee0.60%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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$59.7B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 9, 2026