Compare · 3 funds side by side · dividends reinvested

IWM, SQLV and VO

IWMiShares×SQLVFranklin Templeton×VOVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,078SQLV · best of the three

Story of the three · IncomeMost incomeVO · 1.35% · $135 a year on $10k

Story of the three · RiskSmallest drop

IWM, SQLV and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.5%+28.9%+15.2%+7.1%−7.7%16.6%$40M1.8

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+14.4%+18.0%+6.7%−8.2%13.0%$103B1.9

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.97%+14.8%+17.3%+18.5%+4.9%−11.1%18.8%$77.9B2.4

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

End-of-day Nov 10, 2026 · returns include dividends · since: IWM 2000 · SQLV 2017 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Mid-Cap ETF · $103B$13,829

VO

SQLV

Royce Quant Small-Cap Quality Value ETF · $40M$14,078

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VOMeasure

More Ways to See the Pairs

VO vs SQLV: Top 5 Holdings

Today

VO

5.3%in top 5

SQLV

in top 54.8%

VOStockSQLV

not top 5DXC1.2%

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

Cost, Income and Risk

Fees: IWM, SQLV, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWM0.19%$19

SQLV0.60%$60

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

Yields: IWM, SQLV, VO

1Y

Popular Pairs Near These Three

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%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SQLV

+13.6%Year to dateJan 1 → Nov 10+23.5%

+14.4%1 yearTotal return+28.9%

+18.0%3 years · per year$10,000 became $16,445 · $15,277+15.2%

+6.7%5 years · per year$10,000 became $13,829 · $14,078+7.1%

0.03%Expense ratio$3 · $60 a year on $10k · lower is better0.60%

1.35%Trailing 12-mo yield$135 · $102 a year on $10k1.02%

−8.2%Worst dropSmaller is better−7.7%

13.0%VolatilityLower is calmer16.6%

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

4–4Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5KD1.0%

1.0%PWRnot top 5

not top 5EMBC0.9%

not top 5HRB0.9%

not top 5KSS0.9%

Held in common0.0%

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

VO vs SQLV Returns, Every Period

5Y

VanguardVO

+6.7%

5 years, per year

SQLVFranklin Templeton

+7.1%

5 years, per year

VOSQLVFaded: behind in that period

1–3SQLV wins

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

VO vs SQLV

YTD

VanguardVO

+13.6%

SQLVFranklin Templeton

+23.5%

+13.6%Year to date+23.5%

−8.2%Worst drop · 1Y−7.7%

13.0%Volatility · 1Y16.6%

1.4%Yield1.0%

$103BAssets$39.8M

2–2level

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

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

SQLV1.02%$102

IWM0.97%$97

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

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

IWM$97 − $19 = $78

SQLV$102 − $60 = $42

KeptFee

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

Overlap: IWM, SQLV, VO

Today

12.4%most shared, IWM and SQLV

IWMSQLVVO

IWM—12.4%0.0%

SQLV12.4%—0.0%

VO0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+28.9%SQLV, at 16.6% volatility

VOWorst drop−8.2%13.0% vol

SQLVWorst drop−7.7%16.6% vol

IWMWorst drop−11.1%18.8% vol

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

Paid More vs Made More

YTD

VOSQLV

+13.6%Year to date+23.5%

1.4%Yield1.0%

+14.4%Past year+28.9%

0.03%Fee0.60%

2–2level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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IWM, SQLV and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three