Compare · 3 funds side by side · dividends reinvested

IWM, SQLV and IJH

IWMiShares×SQLVFranklin Templeton×IJHiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,141SQLV · best of the three

02 / 04

IWM, SQLV and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.04%+21.1%+25.3%+16.2%+7.2%−7.7%16.5%$39M1.8

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.9

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$76.6B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: IWM 2000 · SQLV 2017 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $76.6B$12,766

IWM

SQLV

Royce Quant Small-Cap Quality Value ETF · $39M$14,141

$10,000 five years ago, dividends reinvested · they hold 12.7% in common

IWMMeasureSQLV

+11.9%Year to dateJan 1 → Nov 6+21.1%

+13.0%1 yearTotal return+25.3%

+19.6%3 years · per year$10,000 became $17,100 · $15,694+16.2%

+5.0%5 years · per year$10,000 became $12,766 · $14,141+7.2%

0.19%Expense ratio$19 · $60 a year on $10k · lower is better0.60%

1.00%Trailing 12-mo yield$100 · $104 a year on $10k1.04%

−11.1%Worst dropSmaller is better−7.7%

18.7%VolatilityLower is calmer16.5%

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

2–6SQLV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWM vs SQLV: Top 5 Holdings

Today

IWM

1.8%in top 5

SQLV

in top 54.8%

IWMStockSQLV

not top 5DXC1.2%

not top 5KD1.0%

not top 5KSS0.9%

not top 5EMBC0.9%

not top 5HRB0.9%

0.4%GKOSnot top 5

0.4%BTSGnot top 5

0.3%UMBFnot top 5

0.3%EATnot top 5

0.3%RHPnot top 5

Held in common12.7%

End-of-day Nov 6, 2026 · share of each fund

IWM vs SQLV Returns, Every Period

iSharesIWM

+5.0%

5 years, per year

SQLVFranklin Templeton

+7.2%

5 years, per year

IWMSQLVFaded: behind in that period

1–3SQLV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IWM vs IJH

YTD

iSharesIWM

+11.9%

IJHiShares

+9.5%

+11.9%Year to date+9.5%

−11.1%Worst drop · 1Y−8.8%

18.7%Volatility · 1Y15.5%

1.0%Yield1.3%

$76.6BAssets$121B

3–1IJH wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWM, SQLV, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWM0.19%$19

SQLV0.60%$60

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IWM, SQLV, IJH

1.25%highest, IJH

FundTrailing yieldYield$10k

IJH1.25%$125

SQLV1.04%$104

IWM1.00%$100

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

IWM$100 − $19 = $81

SQLV$104 − $60 = $44

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IWM, SQLV, IJH

Today

12.9%most shared, IWM and IJH

IWMSQLVIJH

IWM—12.7%12.9%

SQLV12.7%—2.7%

IJH12.9%2.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+25.3%SQLV, at 16.5% volatility

IJHWorst drop−8.8%15.5% vol

SQLVWorst drop−7.7%16.5% vol

IWMWorst drop−11.1%18.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJHSQLV

+9.5%Year to date+21.1%

1.3%Yield1.0%

+12.9%Past year+25.3%

0.05%Fee0.60%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026