Compare · 4 funds side by side · dividends reinvested

SQLT, IWM, VO and VTV

SQLTiShares×IWMiShares×VOVanguard×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,585VTV · best of the four

02 / 04

SQLT, IWM, VO and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.0

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$75.4B2.6

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 · VO 2004 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Value ETF · $184B$17,585

VTV

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

VTVMeasureSQLT

+18.5%Year to dateJan 1 → Nov 6[…]

+22.9%1 yearTotal return[…]

+20.9%3 years · per year$10,000 became $17,687 · […][…]

+12.0%5 years · per year$10,000 became $17,585 · […][…]

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

1.87%Trailing 12-mo yield$187 · $49 a year on $10k0.49%

−6.4%Worst dropSmaller is better[…]

10.7%VolatilityLower is calmer[…]

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

2–0VTV wins

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

More Ways to See the Pairs

VTV vs SQLT: Top 5 Holdings

Today

VTV

15.8%in top 5

SQLT

in top 55.0%

VTVStockSQLT

4.6%MUnot top 5

3.3%JPMnot top 5

2.9%BRK-Bnot top 5

2.6%XOMnot top 5

2.4%JNJnot top 5

not top 5MANH1.1%

not top 5NFG1.1%

not top 5RGLD1.0%

not top 5EXEL0.9%

not top 5MEDP0.9%

Held in common0.0%

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

VTV vs SQLT Returns, Every Period

VanguardVTV

+22.9%

past year

SQLTiShares

[…]

past year

Returns […]

VTVSQLTFaded: behind in that period

0–0Level

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

VTV vs VO

YTD

VanguardVTV

+18.5%

VOVanguard

+10.6%

+18.5%Year to date+10.6%

−6.4%Worst drop · 1Y−8.2%

10.7%Volatility · 1Y12.9%

1.9%Yield1.4%

$184BAssets$103B

4–0VTV wins

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

Cost, Income and Risk

Fees: SQLT, IWM, VO, VTV

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VTV0.03%$3

IWM0.19%$19

SQLT0.20%$20

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

Yields: SQLT, IWM, VO, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

VO1.39%$139

IWM1.00%$100

SQLT0.49%$49

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

VO$139 − $3 = $136

IWM$100 − $19 = $81

SQLT$49 − $20 = $29

KeptFee

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

Overlap: SQLT, IWM, VO, VTV

Today

28.5%most shared, VO and VTV

SQLTIWMVOVTV

SQLT—26.6%0.0%0.0%

IWM26.6%—0.0%0.0%

VO0.0%0.0%—28.5%

VTV0.0%0.0%28.5%—

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

Return vs Bumpiness: 4 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

VOWorst drop−8.2%12.9% 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

VTVIWM

+18.5%Year to date+11.9%

1.9%Yield1.0%

+22.9%Past year+13.0%

0.03%Fee0.19%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$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