Compare · 4 funds side by side · dividends reinvested

SQLT, VB, IJH and VTV

SQLTiShares×VBVanguard×IJHiShares×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, VB, IJH 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 Small-Cap ETFUS Stock Styles · Small cap0.03%1.28%+11.8%+14.0%+18.5%+6.0%−9.0%16.2%$76.9B2.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.6

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 · VB 2004 · IJH 2000 · VTV 2004

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$13,413

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

SQLTMeasureVB

[…]Year to dateJan 1 → Nov 6+11.8%

[…]1 yearTotal return+14.0%

[…]3 years · per year$10,000 became […] · $16,654+18.5%

[…]5 years · per year$10,000 became […] · $13,413+6.0%

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

0.49%Trailing 12-mo yield$49 · $128 a year on $10k1.28%

[…]Worst dropSmaller is better−9.0%

[…]VolatilityLower is calmer16.2%

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

0–2VB wins

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

SQLT vs VB Returns, Every Period

iSharesSQLT

[…]

past year

VBVanguard

+14.0%

past year

Returns […]

SQLTVBFaded: behind in that period

0–0Level

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

SQLT vs VTV

YTD

iSharesSQLT

[…]

VTVVanguard

+18.5%

[…]Year to date+18.5%

[…]Worst drop · 1Y−6.4%

[…]Volatility · 1Y10.7%

0.5%Yield1.9%

$6.7MAssets$184B

1–0VTV wins

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

Cost, Income and Risk

Fees: SQLT, VB, IJH, VTV

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VTV0.03%$3

IJH0.05%$5

SQLT0.20%$20

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

Yields: SQLT, VB, IJH, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

VB1.28%$128

IJH1.26%$126

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

VB$128 − $3 = $125

IJH$126 − $5 = $121

SQLT$49 − $20 = $29

KeptFee

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

Overlap: SQLT, VB, IJH, VTV

Today

41.6%most shared, VB and IJH

SQLTVBIJHVTV

SQLT—26.8%39.2%0.0%

VB26.8%—41.6%0.7%

IJH39.2%41.6%—0.2%

VTV0.0%0.7%0.2%—

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

IJHWorst drop−8.8%15.5% vol

VBWorst drop−9.0%16.2% vol

SQLTWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VTVVB

+18.5%Year to date+11.8%

1.9%Yield1.3%

+22.9%Past year+14.0%

0.03%Fee0.03%

3–0VTV 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