Compare · 3 funds side by side · dividends reinvested

SQLT, IJR and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,331VIG · best of the three

02 / 04

SQLT, IJR and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.3

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$104B1.8

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.49%[…][…][…][…][…][…]$7M3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: SQLT 2026 · IJR 2000 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Small-Cap ETF · $104B$13,136

IJR

SQLT

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

$10,000 five years ago, dividends reinvested · they hold 27.0% in common

IJRMeasureSQLT

+15.4%Year to dateJan 1 → Nov 5[…]

+19.4%1 yearTotal return[…]

+17.4%3 years · per year$10,000 became $16,200 · […][…]

+5.6%5 years · per year$10,000 became $13,136 · […][…]

0.06%Expense ratio$6 · $20 a year on $10k · lower is better0.20%

1.24%Trailing 12-mo yield$124 · $49 a year on $10k0.49%

−9.7%Worst dropSmaller is better[…]

16.3%VolatilityLower is calmer[…]

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

2–0IJR wins

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

More Ways to See the Pairs

IJR vs SQLT: Top 5 Holdings

Today

IJR

2.7%in top 5

SQLT

in top 54.9%

IJRStockSQLT

not top 5MANH1.1%

not top 5NFG1.1%

not top 5EXEL0.9%

not top 5RGLD0.9%

not top 5MEDP0.9%

0.6%PAYCnot top 5

0.5%RHPnot top 5

0.5%PTGXnot top 5

0.5%MTCHnot top 5

0.5%VSATnot top 5

Held in common27.0%

End-of-day Nov 5, 2026 · share of each fund

IJR vs SQLT Returns, Every Period

iSharesIJR

+19.4%

past year

SQLTiShares

[…]

past year

Returns […]

IJRSQLTFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IJR vs VIG

YTD

iSharesIJR

+15.4%

VIGVanguard

+12.5%

+15.4%Year to date+12.5%

−9.7%Worst drop · 1Y−7.9%

16.3%Volatility · 1Y10.8%

1.2%Yield1.5%

$104BAssets$109B

3–1VIG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLT, IJR, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IJR0.06%$6

SQLT0.20%$20

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SQLT, IJR, VIG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

IJR1.24%$124

SQLT0.49%$49

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

IJR$124 − $6 = $118

SQLT$49 − $20 = $29

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SQLT, IJR, VIG

Today

27.0%most shared, SQLT and IJR

SQLTIJRVIG

SQLT—27.0%2.2%

IJR27.0%—0.7%

VIG2.2%0.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.4%IJR, at 16.3% volatility

VIGWorst drop−7.9%10.8% vol

IJRWorst drop−9.7%16.3% vol

SQLTWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VIGIJR

+12.5%Year to date+15.4%

1.5%Yield1.2%

+15.2%Past year+19.4%

0.04%Fee0.06%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026