Compare · 4 funds side by side · dividends reinvested

SQLT, IWM, IJR and VUG

SQLTiShares×IWMiShares×IJRiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,052VUG · best of the four

02 / 04

SQLT, IWM, IJR and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$108B1.5

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.01%+10.8%+13.5%+19.4%+4.8%−11.1%18.7%$77.4B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.4

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.49%[…][…][…][…][…][…]$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 5, 2026 · returns include dividends · since: SQLT 2026 · IWM 2000 · IJR 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,052

VUG

SQLT

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

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

VUGMeasureSQLT

+0.5%Year to dateJan 1 → Nov 5[…]

−0.6%1 yearTotal return[…]

+22.8%3 years · per year$10,000 became $18,532 · […][…]

+9.9%5 years · per year$10,000 became $16,052 · […][…]

0.03%Expense ratio$3 · $20 a year on $10k · lower is better0.20%

0.43%Trailing 12-mo yield$43 · $49 a year on $10k0.49%

−15.1%Worst dropSmaller is better[…]

19.0%VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

VUG vs SQLT: Top 5 Holdings

Today

VUG

45.2%in top 5

SQLT

in top 54.9%

VUGStockSQLT

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

not top 5MANH1.1%

not top 5NFG1.1%

not top 5EXEL0.9%

not top 5RGLD0.9%

not top 5MEDP0.9%

Held in common0.0%

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

VUG vs SQLT Returns, Every Period

VanguardVUG

−0.6%

past year

SQLTiShares

[…]

past year

Returns […]

VUGSQLTFaded: behind in that period

0–0Level

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

VUG vs IJR

YTD

VanguardVUG

+0.5%

IJRiShares

+15.4%

+0.5%Year to date+15.4%

−15.1%Worst drop · 1Y−9.7%

19.0%Volatility · 1Y16.3%

0.4%Yield1.2%

$233BAssets$108B

4–0IJR wins

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

Cost, Income and Risk

Fees: SQLT, IWM, IJR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

IWM0.19%$19

SQLT0.20%$20

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

Yields: SQLT, IWM, IJR, VUG

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

IWM1.01%$101

SQLT0.49%$49

VUG0.43%$43

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

IWM$101 − $19 = $82

VUG$43 − $3 = $40

SQLT$49 − $20 = $29

KeptFee

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

Overlap: SQLT, IWM, IJR, VUG

Today

48.0%most shared, IWM and IJR

SQLTIWMIJRVUG

SQLT—26.6%27.0%0.0%

IWM26.6%—48.0%0.0%

IJR27.0%48.0%—0.0%

VUG0.0%0.0%0.0%—

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

Return vs Bumpiness: 4 ETFs

+19.4%IJR, at 16.3% volatility

IJRWorst drop−9.7%16.3% vol

IWMWorst drop−11.1%18.7% vol

VUGWorst drop−15.1%19.0% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

IJRIWM

+15.4%Year to date+10.8%

1.2%Yield1.0%

+19.4%Past year+13.5%

0.06%Fee0.19%

4–0IJR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026