Compare · 3 funds side by side · dividends reinvested

SQLT, VBR and IJR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,197VBR · best of the three

02 / 04

SQLT, VBR and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.83%+15.9%+19.5%+19.0%+8.7%−8.9%14.2%$35.1B1.0

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%$104B2.0

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 · VBR 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

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,197

$10,000 five years ago, dividends reinvested · they hold 28.4% in common

SQLTMeasureVBR

[…]Year to dateJan 1 → Nov 6+15.9%

[…]1 yearTotal return+19.5%

[…]3 years · per year$10,000 became […] · $16,848+19.0%

[…]5 years · per year$10,000 became […] · $15,197+8.7%

0.20%Expense ratio$20 · $5 a year on $10k · lower is better0.05%

0.49%Trailing 12-mo yield$49 · $183 a year on $10k1.83%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer14.2%

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

0–2VBR 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 VBR: Top 5 Holdings

Today

SQLT

5.0%in top 5

VBR

in top 53.3%

SQLTStockVBR

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 5MRNA0.8%

not top 5JBL0.7%

not top 5WSM0.6%

not top 5ATO0.6%

not top 5FFIV0.6%

Held in common28.4%

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

SQLT vs VBR Returns, Every Period

iSharesSQLT

[…]

past year

VBRVanguard

+19.5%

past year

Returns […]

SQLTVBRFaded: behind in that period

0–0Level

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

SQLT vs VBR

YTD

iSharesSQLT

[…]

VBRVanguard

+15.9%

[…]Year to date+15.9%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y14.2%

0.5%Yield1.8%

$6.7MAssets$35.1B

1–0VBR wins

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

Cost, Income and Risk

Fees: SQLT, VBR, IJR

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

IJR0.06%$6

SQLT0.20%$20

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

Yields: SQLT, VBR, IJR

1.83%highest, VBR

FundTrailing yieldYield$10k

VBR1.83%$183

IJR1.24%$124

SQLT0.49%$49

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

Income After Fees on $10,000

$178most kept, VBR

VBR$183 − $5 = $178

IJR$124 − $6 = $118

SQLT$49 − $20 = $29

KeptFee

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

Overlap: SQLT, VBR, IJR

Today

28.4%most shared, SQLT and VBR

SQLTVBRIJR

SQLT—28.4%27.0%

VBR28.4%—20.8%

IJR27.0%20.8%—

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

Return vs Bumpiness: 3 ETFs

+19.5%VBR, at 14.2% volatility

VBRWorst drop−8.9%14.2% vol

IJRWorst drop−9.7%16.2% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

VBRIJR

+15.9%Year to date+15.5%

1.8%Yield1.2%

+19.5%Past year+17.6%

0.05%Fee0.06%

4–0VBR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026