Compare · 4 funds side by side · dividends reinvested

SQLT, VB, VO and IJR

SQLTiShares×VBVanguard×VOVanguard×IJRiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$13,616VO · best of the four

02 / 04

SQLT, VB, VO and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.5

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.28%+11.2%+14.6%+18.5%+5.9%−9.0%16.2%$76.9B1.9

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$108B2.5

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 5, 2026 · returns include dividends · since: SQLT 2026 · VB 2004 · VO 2004 · 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$13,310

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

SQLTMeasureVB

[…]Year to dateJan 1 → Nov 5+11.2%

[…]1 yearTotal return+14.6%

[…]3 years · per year$10,000 became […] · $16,641+18.5%

[…]5 years · per year$10,000 became […] · $13,310+5.9%

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

0.49%Trailing 12-mo yield$49 · $129 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 5, 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

4.9%in top 5

in top 52.9%

SQLTStockVB

1.1%MANHnot top 5

1.1%NFGnot top 5

0.9%EXELnot top 5

0.9%RGLDnot 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 5, 2026 · share of each fund

SQLT vs VB Returns, Every Period

iSharesSQLT

[…]

past year

VBVanguard

+14.6%

past year

Returns […]

SQLTVBFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SQLT vs VO

YTD

iSharesSQLT

[…]

VOVanguard

+10.7%

[…]Year to date+10.7%

[…]Worst drop · 1Y−8.2%

[…]Volatility · 1Y12.9%

0.5%Yield1.4%

$6.9MAssets$103B

1–0VO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLT, VB, VO, IJR

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VO0.03%$3

IJR0.06%$6

SQLT0.20%$20

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SQLT, VB, VO, IJR

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

VB1.28%$129

IJR1.24%$124

SQLT0.49%$49

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

VB$129 − $3 = $126

IJR$124 − $6 = $118

SQLT$49 − $20 = $29

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SQLT, VB, VO, IJR

Today

27.0%most shared, SQLT and IJR

SQLTVBVOIJR

SQLT—26.8%0.0%27.0%

VB26.8%—2.5%18.1%

VO0.0%2.5%—0.0%

IJR27.0%18.1%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+19.4%IJR, at 16.3% volatility

VOWorst drop−8.2%12.9% vol

VBWorst drop−9.0%16.2% vol

IJRWorst drop−9.7%16.3% vol

SQLTWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VOIJR

+10.7%Year to date+15.4%

1.4%Yield1.2%

+12.4%Past year+19.4%

0.03%Fee0.06%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026