Compare · 4 funds side by side · dividends reinvested

SQLT, VB, VUG and IJH

SQLTiShares×VBVanguard×VUGVanguard×IJHiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,052VUG · best of the four

02 / 04

SQLT, VB, VUG and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.23%+15.8%+17.9%+20.5%+7.1%−9.0%15.7%$76.9B1.6

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.9%+16.4%+18.4%+7.9%−8.8%15.0%$125B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$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 5, 2026 · returns include dividends · since: SQLT 2026 · VB 2004 · VUG 2004 · IJH 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+15.8%

[…]1 yearTotal return+17.9%

[…]3 years · per year$10,000 became […] · $17,489+20.5%

[…]5 years · per year$10,000 became […] · $14,105+7.1%

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

0.48%Trailing 12-mo yield$48 · $123 a year on $10k1.23%

[…]Worst dropSmaller is better−9.0%

[…]VolatilityLower is calmer15.7%

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

+17.9%

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 VB

YTD

iSharesSQLT

[…]

VBVanguard

+15.8%

[…]Year to date+15.8%

[…]Worst drop · 1Y−9.0%

[…]Volatility · 1Y15.7%

0.5%Yield1.2%

$6.9MAssets$76.9B

1–0VB wins

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

Cost, Income and Risk

Fees: SQLT, VB, VUG, IJH

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VUG0.03%$3

IJH0.05%$5

SQLT0.20%$20

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

Yields: SQLT, VB, VUG, IJH

1.23%highest, VB

FundTrailing yieldYield$10k

VB1.23%$123

IJH1.21%$121

SQLT0.48%$48

VUG0.40%$40

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

Income After Fees on $10,000

$120most kept, VB

VB$123 − $3 = $120

IJH$121 − $5 = $116

VUG$40 − $3 = $37

SQLT$48 − $20 = $28

KeptFee

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

Overlap: SQLT, VB, VUG, IJH

Today

41.6%most shared, VB and IJH

SQLTVBVUGIJH

SQLT—26.8%0.0%39.2%

VB26.8%—0.4%41.6%

VUG0.0%0.4%—0.0%

IJH39.2%41.6%0.0%—

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

Return vs Bumpiness: 4 ETFs

+17.9%VB, at 15.7% volatility

IJHWorst drop−8.8%15.0% vol

VBWorst drop−9.0%15.7% vol

VUGWorst drop−16.1%18.2% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

VBIJH

+15.8%Year to date+13.9%

1.2%Yield1.2%

+17.9%Past year+16.4%

0.03%Fee0.05%

3–0VB wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026