Compare · 4 funds side by side · dividends reinvested

SQLT, IWM, VUG and IJR

SQLTiShares×IWMiShares×VUGVanguard×IJRiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

SQLT, IWM, VUG and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$107B1.5

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.97%+15.5%+18.7%+19.8%+5.1%−11.1%18.8%$77.9B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$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 9, 2026 · returns include dividends · since: SQLT 2026 · IWM 2000 · VUG 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $77.9B$12,845

IWM

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

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

IWMMeasureVUG

+15.5%Year to dateJan 1 → Nov 9+4.2%

+18.7%1 yearTotal return+4.7%

+19.8%3 years · per year$10,000 became $17,194 · $18,569+22.9%

+5.1%5 years · per year$10,000 became $12,845 · $16,565+10.6%

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

0.97%Trailing 12-mo yield$97 · $41 a year on $10k0.41%

−11.1%Worst dropSmaller is better−15.1%

18.8%VolatilityLower is calmer19.1%

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

5–3IWM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWM vs VUG: Top 5 Holdings

Today

IWM

1.9%in top 5

VUG

in top 545.2%

IWMStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

0.4%GKOSnot top 5

0.4%BTSGnot top 5

0.4%FROGnot top 5

0.3%UMBFnot top 5

0.3%MOG-Anot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

IWM vs VUG Returns, Every Period

iSharesIWM

+5.1%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

IWMVUGFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IWM vs IJR

YTD

iSharesIWM

+15.5%

IJRiShares

+18.9%

+15.5%Year to date+18.9%

−11.1%Worst drop · 1Y−9.7%

18.8%Volatility · 1Y16.4%

1.0%Yield1.2%

$77.9BAssets$107B

4–0IJR wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLT, IWM, VUG, IJR

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

IWM0.19%$19

SQLT0.20%$20

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SQLT, IWM, VUG, IJR

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

IWM0.97%$97

SQLT0.48%$48

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

IWM$97 − $19 = $78

VUG$41 − $3 = $38

SQLT$48 − $20 = $28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SQLT, IWM, VUG, IJR

Today

47.9%most shared, IWM and IJR

SQLTIWMVUGIJR

SQLT—26.3%0.0%26.8%

IWM26.3%—0.0%47.9%

VUG0.0%0.0%—0.0%

IJR26.8%47.9%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+22.8%IJR, at 16.4% volatility

IJRWorst drop−9.7%16.4% vol

IWMWorst drop−11.1%18.8% vol

VUGWorst drop−15.1%19.1% vol

SQLTWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IJRIWM

+18.9%Year to date+15.5%

1.2%Yield1.0%

+22.8%Past year+18.7%

0.06%Fee0.19%

4–0IJR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$77.9BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026