Compare · 4 funds side by side · dividends reinvested

IWM, SQLT, VUG and VO

IWMiShares×SQLTiShares×VUGVanguard×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

IWM, SQLT, VUG and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.6

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.97%+15.5%+18.7%+19.8%+5.1%−11.1%18.8%$77.9B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

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 9, 2026 · returns include dividends · since: IWM 2000 · SQLT 2026 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $77.9B$12,845

IWM

SQLT

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

$10,000 five years ago, dividends reinvested · they hold 26.3% in common

IWMMeasureSQLT

+15.5%Year to dateJan 1 → Nov 9[…]

+18.7%1 yearTotal return[…]

+19.8%3 years · per year$10,000 became $17,194 · […][…]

+5.1%5 years · per year$10,000 became $12,845 · […][…]

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 9, 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%

0.4%GKOSnot top 5

0.4%BTSGnot top 5

0.4%FROGnot top 5

0.3%UMBFnot top 5

0.3%MOG-Anot top 5

Held in common26.3%

End-of-day Nov 9, 2026 · share of each fund

IWM vs SQLT Returns, Every Period

iSharesIWM

+18.7%

past year

SQLTiShares

[…]

past year

Returns […]

IWMSQLTFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IWM vs VO

YTD

iSharesIWM

+15.5%

VOVanguard

+13.6%

+15.5%Year to date+13.6%

−11.1%Worst drop · 1Y−8.2%

18.8%Volatility · 1Y13.1%

1.0%Yield1.4%

$77.9BAssets$103B

3–1VO wins

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

Cost, Income and Risk

Fees: IWM, SQLT, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

IWM0.19%$19

SQLT0.20%$20

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

Yields: IWM, SQLT, VUG, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

IWM0.97%$97

SQLT0.48%$48

VUG0.41%$41

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IWM$97 − $19 = $78

VUG$41 − $3 = $38

SQLT$48 − $20 = $28

KeptFee

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

Overlap: IWM, SQLT, VUG, VO

Today

26.3%most shared, IWM and SQLT

IWMSQLTVUGVO

IWM—26.3%0.0%0.0%

SQLT26.3%—0.0%0.0%

VUG0.0%0.0%—10.2%

VO0.0%0.0%10.2%—

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

Return vs Bumpiness: 4 ETFs

+18.7%IWM, at 18.8% volatility

VOWorst drop−8.2%13.1% vol

IWMWorst drop−11.1%18.8% vol

VUGWorst drop−15.1%19.1% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

VOIWM

+13.6%Year to date+15.5%

1.4%Yield1.0%

+15.6%Past year+18.7%

0.03%Fee0.19%

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$61.4B

1–1level

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%

$77.9BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026