Compare · 4 funds side by side · dividends reinvested

SQLT, VBR, IWF and VO

SQLTiShares×VBRVanguard×IWFiShares×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,441IWF · best of the four

02 / 04

SQLT, VBR, IWF and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.78%+18.9%+24.0%+19.1%+8.8%−8.9%14.4%$35.1B1.6

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.6

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 9, 2026 · returns include dividends · since: SQLT 2026 · VBR 2004 · IWF 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VOMeasureSQLT

+13.6%Year to dateJan 1 → Nov 9[…]

+15.6%1 yearTotal return[…]

+18.8%3 years · per year$10,000 became $16,763 · […][…]

+6.8%5 years · per year$10,000 became $13,867 · […][…]

0.03%Expense ratio$3 · $20 a year on $10k · lower is better0.20%

1.35%Trailing 12-mo yield$135 · $48 a year on $10k0.48%

−8.2%Worst dropSmaller is better[…]

13.1%VolatilityLower is calmer[…]

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

2–0VO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VO vs SQLT: Top 5 Holdings

Today

5.3%in top 5

SQLT

in top 55.0%

VOStockSQLT

not top 5MANH1.1%

1.1%NETnot top 5

not top 5NFG1.1%

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

not top 5RGLD1.0%

1.0%PWRnot top 5

not top 5EXEL0.9%

not top 5MEDP0.9%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

VO vs SQLT Returns, Every Period

VanguardVO

+15.6%

past year

SQLTiShares

[…]

past year

Returns […]

VOSQLTFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

VO vs VBR

YTD

VanguardVO

+13.6%

VBRVanguard

+18.9%

+13.6%Year to date+18.9%

−8.2%Worst drop · 1Y−8.9%

13.1%Volatility · 1Y14.4%

1.4%Yield1.8%

$103BAssets$35.1B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLT, VBR, IWF, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VBR0.05%$5

IWF0.18%$18

SQLT0.20%$20

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SQLT, VBR, IWF, VO

1.78%highest, VBR

FundTrailing yieldYield$10k

VBR1.78%$178

VO1.35%$135

SQLT0.48%$48

IWF0.39%$39

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$173most kept, VBR

VBR$178 − $5 = $173

VO$135 − $3 = $132

SQLT$48 − $20 = $28

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SQLT, VBR, IWF, VO

Today

28.4%most shared, SQLT and VBR

SQLTVBRIWFVO

SQLT—28.4%0.6%0.0%

VBR28.4%—0.7%1.7%

IWF0.6%0.7%—9.2%

VO0.0%1.7%9.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+24.0%VBR, at 14.4% volatility

VOWorst drop−8.2%13.1% vol

VBRWorst drop−8.9%14.4% vol

IWFWorst drop−14.6%19.4% vol

SQLTWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VBRVO

+18.9%Year to date+13.6%

1.8%Yield1.4%

+24.0%Past year+15.6%

0.05%Fee0.03%

3–1VBR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026