Compare · 3 funds side by side · dividends reinvested

IWM, SQLT and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,559IWF · best of the three

02 / 04

IWM, SQLT and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$77.4B1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B1.8

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M2.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: IWM 2000 · SQLT 2026 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $77.4B$13,509

IWM

SQLT

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

$10,000 five years ago, dividends reinvested · they hold 26.5% in common

IWMMeasureSQLT

+16.2%Year to dateJan 1 → Nov 4[…]

+16.9%1 yearTotal return[…]

+21.6%3 years · per year$10,000 became $18,002 · […][…]

+6.2%5 years · per year$10,000 became $13,509 · […][…]

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

0.96%Trailing 12-mo yield$96 · $48 a year on $10k0.48%

−11.1%Worst dropSmaller is better[…]

18.2%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 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWM vs SQLT: Top 5 Holdings

Today

IWM

1.9%in top 5

SQLT

in top 54.9%

IWMStockSQLT

not top 5NFG1.1%

not top 5MANH1.1%

not top 5EXEL0.9%

not top 5MEDP0.9%

not top 5RGLD0.8%

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.3%MOG-Anot top 5

0.3%UMBFnot top 5

0.3%VSATnot top 5

Held in common26.5%

End-of-day Nov 4, 2026 · share of each fund

IWM vs SQLT Returns, Every Period

iSharesIWM

+16.9%

past year

SQLTiShares

[…]

past year

Returns […]

IWMSQLTFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IWM vs SQLT

YTD

iSharesIWM

+16.2%

SQLTiShares

[…]

+16.2%Year to date[…]

−11.1%Worst drop · 1Y[…]

18.2%Volatility · 1Y[…]

1.0%Yield0.5%

$77.4BAssets$6.9M

1–0IWM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWM, SQLT, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

IWM0.19%$19

SQLT0.20%$20

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IWM, SQLT, IWF

0.96%highest, IWM

FundTrailing yieldYield$10k

IWM0.96%$96

SQLT0.48%$48

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

SQLT$48 − $20 = $28

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IWM, SQLT, IWF

Today

26.5%most shared, IWM and SQLT

IWMSQLTIWF

IWM—26.5%0.0%

SQLT26.5%—0.6%

IWF0.0%0.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.9%IWM, at 18.2% volatility

IWMWorst drop−11.1%18.2% vol

IWFWorst drop−15.6%18.3% vol

SQLTWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IWMIWF

+16.2%Year to date−0.1%

1.0%Yield0.4%

+16.9%Past year−3.0%

0.19%Fee0.18%

3–1IWM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026