Compare · 4 funds side by side · dividends reinvested

IWM, SQLT, VO and IWF

IWMiShares×SQLTiShares×VOVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,699IWF · best of the four

02 / 04

IWM, SQLT, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+14.4%+18.0%+6.7%−8.2%13.0%$103B1.6

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.97%+14.8%+17.3%+18.5%+4.9%−11.1%18.8%$77.9B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B2.5

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: IWM 2000 · SQLT 2026 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $77.9B$12,731

IWM

SQLT

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

$10,000 five years ago, dividends reinvested · they hold 26.2% in common

IWMMeasureSQLT

+14.8%Year to dateJan 1 → Nov 10[…]

+17.3%1 yearTotal return[…]

+18.5%3 years · per year$10,000 became $16,624 · […][…]

+4.9%5 years · per year$10,000 became $12,731 · […][…]

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

0.97%Trailing 12-mo yield$97 · $48 a year on $10k0.48%

−11.1%Worst dropSmaller is better[…]

18.8%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 10, 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 55.0%

IWMStockSQLT

not top 5MANH1.1%

not top 5NFG1.1%

not top 5RGLD1.0%

not top 5EXEL0.9%

not top 5MEDP0.9%

0.5%GKOSnot top 5

0.4%FROGnot top 5

0.4%BTSGnot top 5

0.3%UMBFnot top 5

0.3%MOG-Anot top 5

Held in common26.2%

End-of-day Nov 10, 2026 · share of each fund

IWM vs SQLT Returns, Every Period

iSharesIWM

+17.3%

past year

SQLTiShares

[…]

past year

Returns […]

IWMSQLTFaded: behind in that period

0–0Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

IWM vs VO

YTD

iSharesIWM

+14.8%

VOVanguard

+13.6%

+14.8%Year to date+13.6%

−11.1%Worst drop · 1Y−8.2%

18.8%Volatility · 1Y13.0%

1.0%Yield1.4%

$77.9BAssets$103B

3–1VO wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWM, SQLT, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

IWM0.19%$19

SQLT0.20%$20

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

Yields: IWM, SQLT, VO, IWF

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

IWM0.97%$97

SQLT0.48%$48

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IWM$97 − $19 = $78

SQLT$48 − $20 = $28

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IWM, SQLT, VO, IWF

Today

26.2%most shared, IWM and SQLT

IWMSQLTVOIWF

IWM—26.2%0.0%0.0%

SQLT26.2%—0.0%0.6%

VO0.0%0.0%—9.3%

IWF0.0%0.6%9.3%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+17.3%IWM, at 18.8% volatility

VOWorst drop−8.2%13.0% vol

IWMWorst drop−11.1%18.8% vol

IWFWorst drop−14.6%19.5% vol

SQLTWorst drop[…][…]

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VOIWM

+13.6%Year to date+14.8%

1.4%Yield1.0%

+14.4%Past year+17.3%

0.03%Fee0.19%

2–2level

End-of-day Nov 10, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

IWM vs VB

YTD

iSharesIWM

+14.8%

VBVanguard

+14.8%

+14.8%Year to date+14.8%

1.0%Yield1.2%

$77.9BAssets$76.9B

1–0VB wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026