Compare · 3 funds side by side · dividends reinvested

IWM, SQLT and IJH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,809IJH · best of the three

Story of the three · IncomeMost incomeIJH · 1.22% · $122 a year on $10k

Story of the three · RiskSmallest drop

IWM, SQLT and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+12.8%+14.5%+16.3%+6.7%−8.8%15.8%$124B1.4

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.98%+13.9%+15.2%+18.8%+4.4%−11.1%18.9%$76.6B1.6

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M3.0

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 · SQLT 2026 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 2000 ETF · $76.6B$12,417

IWM

SQLT

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

$10,000 five years ago, dividends reinvested · they hold 26.1% in common

IWM

More Ways to See the Pairs

IWM vs SQLT: Top 5 Holdings

Today

IWM

1.9%in top 5

SQLT

in top 55.0%

IWMStockSQLT

not top 5MANH1.1%

not top 5NFG1.1%

not top 5RGLD1.0%

not top 5EXEL0.9%

not top 5MEDP0.9%

Cost, Income and Risk

Fees: IWM, SQLT, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWM0.19%$19

SQLT0.20%$20

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

Yields: IWM, SQLT, IJH

Popular Pairs Near These Three

IWM vs VB

YTD

iSharesIWM

+13.9%

VBVanguard

+14.1%

+13.9%Year to date+14.1%

1.0%Yield1.3%

$76.6BAssets$76.9B

2–0VB wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

SQLT

+13.9%Year to dateJan 1 → Nov 12[…]

+15.2%1 yearTotal return[…]

+18.8%3 years · per year$10,000 became $16,765 · […][…]

+4.4%5 years · per year$10,000 became $12,417 · […][…]

0.19%Expense ratio$19 · $20 a year on $10k · lower is better0.20%

0.98%Trailing 12-mo yield$98 · $48 a year on $10k0.48%

−11.1%Worst dropSmaller is better[…]

18.9%VolatilityLower is calmer[…]

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

2–0IWM wins

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

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.4%FROGnot top 5

0.3%MOG-Anot top 5

0.3%UMBFnot top 5

Held in common26.1%

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

IWM vs SQLT Returns, Every Period

1Y

iSharesIWM

+15.2%

past year

SQLTiShares

[…]

past year

Returns […]

IWMSQLTFaded: behind in that period

0–0Level

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

IWM vs IJH

YTD

iSharesIWM

+13.9%

IJHiShares

+12.8%

+13.9%Year to date+12.8%

−11.1%Worst drop · 1Y−8.8%

18.9%Volatility · 1Y15.8%

1.0%Yield1.2%

$76.6BAssets$124B

3–1IJH wins

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

1Y

1.22%highest, IJH

FundTrailing yieldYield$10k

IJH1.22%$122

IWM0.98%$98

SQLT0.48%$48

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

Income After Fees on $10,000

1Y

$117most kept, IJH

IJH$122 − $5 = $117

IWM$98 − $19 = $79

SQLT$48 − $20 = $28

KeptFee

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

Overlap: IWM, SQLT, IJH

Today

39.0%most shared, SQLT and IJH

IWMSQLTIJH

IWM—26.1%12.5%

SQLT26.1%—39.0%

IJH12.5%39.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+15.2%IWM, at 18.9% volatility

IJHWorst drop−8.8%15.8% vol

IWMWorst drop−11.1%18.9% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

IJHIWM

+12.8%Year to date+13.9%

1.2%Yield1.0%

+14.5%Past year+15.2%

0.05%Fee0.19%

2–2level

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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IWM, SQLT and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three