Compare · 4 funds side by side · dividends reinvested

SQLT, IWM, IJH and IJR

SQLTiShares×IWMiShares×IJHiShares×IJRiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$13,830IJH · best of the four

02 / 04

SQLT, IWM, IJH and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$121B1.8

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B1.8

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$76.6B2.5

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.49%[…][…][…][…][…][…]$7M4.0

Rank among the four1st → 4thFee, 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: SQLT 2026 · IWM 2000 · IJH 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SQLT

IWM

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

$10,000 five years ago, dividends reinvested · they hold 26.6% in common

SQLTMeasureIWM

[…]Year to dateJan 1 → Nov 6+11.9%

[…]1 yearTotal return+13.0%

[…]3 years · per year$10,000 became […] · $17,100+19.6%

[…]5 years · per year$10,000 became […] · $12,766+5.0%

0.20%Expense ratio$20 · $19 a year on $10k · lower is better0.19%

0.49%Trailing 12-mo yield$49 · $100 a year on $10k1.00%

[…]Worst dropSmaller is better−11.1%

[…]VolatilityLower is calmer18.7%

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

0–2IWM wins

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

More Ways to See the Pairs

SQLT vs IWM: Top 5 Holdings

Today

SQLT

5.0%in top 5

IWM

in top 51.8%

SQLTStockIWM

1.1%MANHnot top 5

1.1%NFGnot top 5

1.0%RGLDnot top 5

0.9%EXELnot top 5

0.9%MEDPnot top 5

not top 5GKOS0.4%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5RHP0.3%

Held in common26.6%

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

SQLT vs IWM Returns, Every Period

iSharesSQLT

[…]

past year

IWMiShares

+13.0%

past year

Returns […]

SQLTIWMFaded: behind in that period

0–0Level

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

SQLT vs IJH

YTD

iSharesSQLT

[…]

IJHiShares

+9.5%

[…]Year to date+9.5%

[…]Worst drop · 1Y−8.8%

[…]Volatility · 1Y15.5%

0.5%Yield1.3%

$6.7MAssets$121B

1–0IJH wins

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

Cost, Income and Risk

Fees: SQLT, IWM, IJH, IJR

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IJR0.06%$6

IWM0.19%$19

SQLT0.20%$20

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

Yields: SQLT, IWM, IJH, IJR

1.25%highest, IJH

FundTrailing yieldYield$10k

IJH1.25%$125

IJR1.24%$124

IWM1.00%$100

SQLT0.49%$49

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

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

IJR$124 − $6 = $118

IWM$100 − $19 = $81

SQLT$49 − $20 = $29

KeptFee

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

Overlap: SQLT, IWM, IJH, IJR

Today

48.3%most shared, IWM and IJR

SQLTIWMIJHIJR

SQLT—26.6%39.2%27.0%

IWM26.6%—12.9%48.3%

IJH39.2%12.9%—0.0%

IJR27.0%48.3%0.0%—

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

Return vs Bumpiness: 4 ETFs

+17.6%IJR, at 16.2% volatility

IJHWorst drop−8.8%15.5% vol

IJRWorst drop−9.7%16.2% vol

IWMWorst drop−11.1%18.7% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

IJHIJR

+9.5%Year to date+15.5%

1.3%Yield1.2%

+12.9%Past year+17.6%

0.05%Fee0.06%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026