Compare · 4 funds side by side · dividends reinvested

SQLT, IWM, VTV and VO

SQLTiShares×IWMiShares×VTVVanguard×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,352VTV · best of the four

02 / 04

SQLT, IWM, VTV and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.0

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B2.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$75.8B2.6

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

Head to Head

Swap sides Versus in desk

Head to Head

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

SQLT

VTV

Vanguard Morningstar Value ETF · $184B$18,352

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

SQLTMeasureVTV

[…]Year to dateJan 1 → Nov 4+22.8%

[…]1 yearTotal return+27.5%

[…]3 years · per year$10,000 became […] · $18,551+22.9%

[…]5 years · per year$10,000 became […] · $18,352+12.9%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

0.48%Trailing 12-mo yield$48 · $180 a year on $10k1.80%

[…]Worst dropSmaller is better−6.4%

[…]VolatilityLower is calmer10.2%

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

0–2VTV wins

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

More Ways to See the Pairs

SQLT vs VTV: Top 5 Holdings

Today

SQLT

4.9%in top 5

VTV

in top 515.8%

SQLTStockVTV

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

1.1%NFGnot top 5

1.1%MANHnot top 5

0.9%EXELnot top 5

0.9%MEDPnot top 5

0.8%RGLDnot top 5

Held in common0.0%

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

SQLT vs VTV Returns, Every Period

iSharesSQLT

[…]

past year

VTVVanguard

+27.5%

past year

Returns […]

SQLTVTVFaded: behind in that period

0–0Level

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

SQLT vs VTV

YTD

iSharesSQLT

[…]

VTVVanguard

+22.8%

[…]Year to date+22.8%

[…]Worst drop · 1Y−6.4%

[…]Volatility · 1Y10.2%

0.5%Yield1.8%

$6.8MAssets$184B

1–0VTV wins

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

Cost, Income and Risk

Fees: SQLT, IWM, VTV, VO

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VO0.03%$3

IWM0.19%$19

SQLT0.20%$20

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

Yields: SQLT, IWM, VTV, VO

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

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

$177most kept, VTV

VTV$180 − $3 = $177

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, VTV, VO

Today

28.5%most shared, VTV and VO

SQLTIWMVTVVO

SQLT—26.5%0.0%0.0%

IWM26.5%—0.0%0.0%

VTV0.0%0.0%—28.5%

VO0.0%0.0%28.5%—

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

Return vs Bumpiness: 4 ETFs

+27.5%VTV, at 10.2% volatility

VTVWorst drop−6.4%10.2% vol

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

VTVIWM

+22.8%Year to date+16.2%

1.8%Yield1.0%

+27.5%Past year+16.9%

0.03%Fee0.19%

4–0VTV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026