Compare · 4 funds side by side · dividends reinvested

SQLT, IWM, VO and IJR

SQLTiShares×IWMiShares×VOVanguard×IJRiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$13,616VO · best of the four

02 / 04

SQLT, IWM, VO and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.6

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%$108B1.9

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.01%+10.8%+13.5%+19.4%+4.8%−11.1%18.7%$77.4B2.5

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 5, 2026 · returns include dividends · since: SQLT 2026 · IWM 2000 · VO 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $77.4B$12,637

IWM

SQLT

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

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

IWMMeasureSQLT

+10.8%Year to dateJan 1 → Nov 5[…]

+13.5%1 yearTotal return[…]

+19.4%3 years · per year$10,000 became $17,029 · […][…]

+4.8%5 years · per year$10,000 became $12,637 · […][…]

0.19%Expense ratio$19 · $20 a year on $10k · lower is better0.20%

1.01%Trailing 12-mo yield$101 · $49 a year on $10k0.49%

−11.1%Worst dropSmaller is better[…]

18.7%VolatilityLower is calmer[…]

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

2–0IWM wins

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

More Ways to See the Pairs

IWM vs SQLT: Top 5 Holdings

Today

IWM

1.8%in top 5

SQLT

in top 54.9%

IWMStockSQLT

not top 5MANH1.1%

not top 5NFG1.1%

not top 5EXEL0.9%

not top 5RGLD0.9%

not top 5MEDP0.9%

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.3%UMBFnot top 5

0.3%EATnot top 5

0.3%TWSTnot top 5

Held in common26.6%

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

IWM vs SQLT Returns, Every Period

iSharesIWM

+13.5%

past year

SQLTiShares

[…]

past year

Returns […]

IWMSQLTFaded: behind in that period

0–0Level

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

IWM vs VO

YTD

iSharesIWM

+10.8%

VOVanguard

+10.7%

+10.8%Year to date+10.7%

−11.1%Worst drop · 1Y−8.2%

18.7%Volatility · 1Y12.9%

1.0%Yield1.4%

$77.4BAssets$103B

3–1VO wins

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

Cost, Income and Risk

Fees: SQLT, IWM, VO, IJR

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$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, VO, IJR

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

IJR1.24%$124

IWM1.01%$101

SQLT0.49%$49

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IJR$124 − $6 = $118

IWM$101 − $19 = $82

SQLT$49 − $20 = $29

KeptFee

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

Overlap: SQLT, IWM, VO, IJR

Today

48.0%most shared, IWM and IJR

SQLTIWMVOIJR

SQLT—26.6%0.0%27.0%

IWM26.6%—0.0%48.0%

VO0.0%0.0%—0.0%

IJR27.0%48.0%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

VOWorst drop−8.2%12.9% vol

IJRWorst drop−9.7%16.3% vol

IWMWorst drop−11.1%18.7% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

VOIJR

+10.7%Year to date+15.4%

1.4%Yield1.2%

+12.4%Past year+19.4%

0.03%Fee0.06%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

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

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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026