Compare · 3 funds side by side · dividends reinvested

SQLT, IWM and VO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,290VO · best of the three

02 / 04

SQLT, IWM and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B1.4

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$77.4B1.6

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$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 4, 2026 · returns include dividends · since: SQLT 2026 · IWM 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $77.4B$13,509

IWM

Vanguard Morningstar Mid-Cap ETF · $103B$14,290

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

IWMMeasureVO

+16.2%Year to dateJan 1 → Nov 4+14.7%

+16.9%1 yearTotal return+15.3%

+21.6%3 years · per year$10,000 became $18,002 · $17,578+20.7%

+6.2%5 years · per year$10,000 became $13,509 · $14,290+7.4%

0.19%Expense ratio$19 · $3 a year on $10k · lower is better0.03%

0.96%Trailing 12-mo yield$96 · $134 a year on $10k1.34%

−11.1%Worst dropSmaller is better−8.2%

18.2%VolatilityLower is calmer12.4%

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

3–5VO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWM vs VO: Top 5 Holdings

Today

IWM

1.9%in top 5

in top 55.3%

IWMStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.3%MOG-Anot top 5

0.3%UMBFnot top 5

0.3%VSATnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

IWM vs VO Returns, Every Period

iSharesIWM

+6.2%

5 years, per year

VOVanguard

+7.4%

5 years, per year

IWMVOFaded: behind in that period

3–1IWM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IWM vs VO

YTD

iSharesIWM

+16.2%

VOVanguard

+14.7%

+16.2%Year to date+14.7%

−11.1%Worst drop · 1Y−8.2%

18.2%Volatility · 1Y12.4%

1.0%Yield1.3%

$77.4BAssets$103B

3–1VO wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLT, IWM, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWM0.19%$19

SQLT0.20%$20

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SQLT, IWM, VO

1.34%highest, VO

FundTrailing yieldYield$10k

VO1.34%$134

IWM0.96%$96

SQLT0.48%$48

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

IWM$96 − $19 = $77

SQLT$48 − $20 = $28

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SQLT, IWM, VO

Today

26.5%most shared, SQLT and IWM

SQLTIWMVO

SQLT—26.5%0.0%

IWM26.5%—0.0%

VO0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.9%IWM, at 18.2% volatility

VOWorst drop−8.2%12.4% vol

IWMWorst drop−11.1%18.2% vol

SQLTWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VOIWM

+14.7%Year to date+16.2%

1.3%Yield1.0%

+15.3%Past year+16.9%

0.03%Fee0.19%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026