Compare · 4 funds side by side · dividends reinvested

SQLT, VB, IJH and IJR

SQLTiShares×VBVanguard×IJHiShares×IJRiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$14,049IJH · best of the four

02 / 04

SQLT, VB, IJH and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.24%+15.3%+19.2%+18.8%+6.2%−9.0%16.4%$76.9B1.8

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$125B2.0

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%$107B2.3

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 9, 2026 · returns include dividends · since: SQLT 2026 · VB 2004 · IJH 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SQLT

Vanguard Morningstar Small-Cap ETF · $76.9B$13,532

$10,000 five years ago, dividends reinvested · they hold 26.8% in common

SQLTMeasureVB

[…]Year to dateJan 1 → Nov 9+15.3%

[…]1 yearTotal return+19.2%

[…]3 years · per year$10,000 became […] · $16,782+18.8%

[…]5 years · per year$10,000 became […] · $13,532+6.2%

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

0.48%Trailing 12-mo yield$48 · $124 a year on $10k1.24%

[…]Worst dropSmaller is better−9.0%

[…]VolatilityLower is calmer16.4%

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

0–2VB wins

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

More Ways to See the Pairs

SQLT vs VB: Top 5 Holdings

Today

SQLT

5.0%in top 5

in top 52.9%

SQLTStockVB

1.1%MANHnot top 5

1.1%NFGnot top 5

1.0%RGLDnot top 5

0.9%EXELnot top 5

0.9%MEDPnot top 5

not top 5NTRA0.7%

not top 5TWLO0.6%

not top 5RVMD0.5%

not top 5ILMN0.5%

not top 5P0.5%

Held in common26.8%

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

SQLT vs VB Returns, Every Period

iSharesSQLT

[…]

past year

VBVanguard

+19.2%

past year

Returns […]

SQLTVBFaded: behind in that period

0–0Level

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

SQLT vs VB

YTD

iSharesSQLT

[…]

VBVanguard

+15.3%

[…]Year to date+15.3%

[…]Worst drop · 1Y−9.0%

[…]Volatility · 1Y16.4%

0.5%Yield1.2%

$6.8MAssets$76.9B

1–0VB wins

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

Cost, Income and Risk

Fees: SQLT, VB, IJH, IJR

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

IJH0.05%$5

IJR0.06%$6

SQLT0.20%$20

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

Yields: SQLT, VB, IJH, IJR

1.24%highest, VB

FundTrailing yieldYield$10k

VB1.24%$124

IJH1.21%$121

IJR1.21%$121

SQLT0.48%$48

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

Income After Fees on $10,000

$121most kept, VB

VB$124 − $3 = $121

IJH$121 − $5 = $116

IJR$121 − $6 = $115

SQLT$48 − $20 = $28

KeptFee

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

Overlap: SQLT, VB, IJH, IJR

Today

41.6%most shared, VB and IJH

SQLTVBIJHIJR

SQLT—26.8%39.1%26.8%

VB26.8%—41.6%18.1%

IJH39.1%41.6%—0.0%

IJR26.8%18.1%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

IJHWorst drop−8.8%15.8% vol

IJRWorst drop−9.7%16.4% vol

VBWorst drop−9.0%16.4% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

VBIJR

+15.3%Year to date+18.9%

1.2%Yield1.2%

+19.2%Past year+22.8%

0.03%Fee0.06%

2–1IJR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026