Compare · 3 funds side by side · dividends reinvested

SQLT, VB and IJR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,413VB · best of the three

02 / 04

SQLT, VB and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.28%+11.8%+14.0%+18.5%+6.0%−9.0%16.2%$76.9B1.4

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B1.6

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.49%[…][…][…][…][…][…]$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 6, 2026 · returns include dividends · since: SQLT 2026 · VB 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap ETF · $76.9B$13,413

IJR

iShares Core S&P Small-Cap ETF · $104B$13,170

$10,000 five years ago, dividends reinvested · they hold 18.1% in common

VBMeasureIJR

+11.8%Year to dateJan 1 → Nov 6+15.5%

+14.0%1 yearTotal return+17.6%

+18.5%3 years · per year$10,000 became $16,654 · $16,147+17.3%

+6.0%5 years · per year$10,000 became $13,413 · $13,170+5.7%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

1.28%Trailing 12-mo yield$128 · $124 a year on $10k1.24%

−9.0%Worst dropSmaller is better−9.7%

16.2%VolatilityLower is calmer16.2%

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

5–2VB wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VB vs IJR: Top 5 Holdings

Today

2.9%in top 5

IJR

in top 52.6%

VBStockIJR

0.7%NTRAnot top 5

0.6%TWLOnot top 5

not top 5PAYC0.6%

not top 5LTH0.5%

0.5%RVMDnot top 5

not top 5MTCH0.5%

not top 5RHP0.5%

0.5%ILMNnot top 5

0.5%Pnot top 5

not top 5PTGX0.5%

Held in common18.1%

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

VB vs IJR Returns, Every Period

VanguardVB

+6.0%

5 years, per year

IJRiShares

+5.7%

5 years, per year

VBIJRFaded: behind in that period

2–2Level

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

VB vs IJR

YTD

VanguardVB

+11.8%

IJRiShares

+15.5%

+11.8%Year to date+15.5%

−9.0%Worst drop · 1Y−9.7%

16.2%Volatility · 1Y16.2%

1.3%Yield1.2%

$76.9BAssets$104B

2–1VB wins

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

Cost, Income and Risk

Fees: SQLT, VB, IJR

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

IJR0.06%$6

SQLT0.20%$20

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

Yields: SQLT, VB, IJR

1.28%highest, VB

FundTrailing yieldYield$10k

VB1.28%$128

IJR1.24%$124

SQLT0.49%$49

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$125most kept, VB

VB$128 − $3 = $125

IJR$124 − $6 = $118

SQLT$49 − $20 = $29

KeptFee

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

Overlap: SQLT, VB, IJR

Today

27.0%most shared, SQLT and IJR

SQLTVBIJR

SQLT—26.8%27.0%

VB26.8%—18.1%

IJR27.0%18.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.6%IJR, at 16.2% volatility

IJRWorst drop−9.7%16.2% 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

VBIJR

+11.8%Year to date+15.5%

1.3%Yield1.2%

+14.0%Past year+17.6%

0.03%Fee0.06%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026