Compare · 4 funds side by side · dividends reinvested

SQLT, VBR, VUG and IWF

SQLTiShares×VBRVanguard×VUGVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,153VUG · best of the four

02 / 04

SQLT, VBR, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.77%+19.4%+23.4%+20.8%+9.6%−8.9%13.9%$35.1B1.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.8

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SQLT 2026 · VBR 2004 · VUG 2004 · IWF 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$15,849

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

SQLTMeasureVBR

[…]Year to dateJan 1 → Nov 4+19.4%

[…]1 yearTotal return+23.4%

[…]3 years · per year$10,000 became […] · $17,630+20.8%

[…]5 years · per year$10,000 became […] · $15,849+9.6%

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

0.48%Trailing 12-mo yield$48 · $177 a year on $10k1.77%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.9%

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

0–2VBR wins

End-of-day Nov 4, 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

4.9%in top 5

VBR

in top 53.3%

SQLTStockVBR

1.1%NFGnot top 5

1.1%MANHnot top 5

0.9%EXELnot top 5

0.9%MEDPnot top 5

0.8%RGLDnot 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 4, 2026 · share of each fund

SQLT vs VBR Returns, Every Period

iSharesSQLT

[…]

past year

VBRVanguard

+23.4%

past year

Returns […]

SQLTVBRFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SQLT vs VBR

YTD

iSharesSQLT

[…]

VBRVanguard

+19.4%

[…]Year to date+19.4%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.9%

0.5%Yield1.8%

$6.9MAssets$35.1B

1–0VBR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLT, VBR, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VBR0.05%$5

IWF0.18%$18

SQLT0.20%$20

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SQLT, VBR, VUG, IWF

1.77%highest, VBR

FundTrailing yieldYield$10k

VBR1.77%$177

SQLT0.48%$48

VUG0.40%$40

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$172most kept, VBR

VBR$177 − $5 = $172

VUG$40 − $3 = $37

SQLT$48 − $20 = $28

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SQLT, VBR, VUG, IWF

Today

77.4%most shared, VUG and IWF

SQLTVBRVUGIWF

SQLT—28.4%0.0%0.6%

VBR28.4%—0.0%0.7%

VUG0.0%0.0%—77.4%

IWF0.6%0.7%77.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+23.4%VBR, at 13.9% volatility

VBRWorst drop−8.9%13.9% vol

VUGWorst drop−16.1%18.2% vol

IWFWorst drop−15.6%18.3% vol

SQLTWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VBRVUG

+19.4%Year to date+6.3%

1.8%Yield0.4%

+23.4%Past year+3.4%

0.05%Fee0.03%

3–1VBR wins

End-of-day Nov 4, 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 4, 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 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026