Compare · 4 funds side by side · dividends reinvested

SQLT, VIG, IWF and IJR

SQLTiShares×VIGVanguard×IWFiShares×IJRiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,638VIG · best of the four

02 / 04

SQLT, VIG, IWF and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.4

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$104B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.8

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 · VIG 2006 · IWF 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $115B$15,892

IWF

SQLT

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

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

IWFMeasureSQLT

−2.5%Year to dateJan 1 → Nov 9[…]

−2.2%1 yearTotal return[…]

+19.8%3 years · per year$10,000 became $17,207 · […][…]

+9.7%5 years · per year$10,000 became $15,892 · […][…]

0.18%Expense ratio$18 · $20 a year on $10k · lower is better0.20%

0.38%Trailing 12-mo yield$38 · $48 a year on $10k0.48%

−14.6%Worst dropSmaller is better[…]

19.5%VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

IWF vs SQLT: Top 5 Holdings

Today

IWF

39.7%in top 5

SQLT

in top 55.0%

IWFStockSQLT

14.3%NVDAnot top 5

8.8%AAPLnot top 5

6.5%MSFTnot top 5

5.5%GOOGLnot top 5

4.5%AVGOnot top 5

not top 5MANH1.1%

not top 5NFG1.1%

not top 5RGLD1.0%

not top 5EXEL0.9%

not top 5MEDP0.9%

Held in common0.6%

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

IWF vs SQLT Returns, Every Period

iSharesIWF

−2.2%

past year

SQLTiShares

[…]

past year

Returns […]

IWFSQLTFaded: behind in that period

0–0Level

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

Stocks vs Income: IWF vs VIG

YTD

iSharesIWF

−2.5%

VIGVanguard

+14.8%

−2.5%Year to date+14.8%

−14.6%Worst drop · 1Y−7.9%

19.5%Volatility · 1Y11.0%

0.4%Yield1.5%

$115BAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: SQLT, VIG, IWF, IJR

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IJR0.06%$6

IWF0.18%$18

SQLT0.20%$20

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

Yields: SQLT, VIG, IWF, IJR

1.46%highest, VIG

FundTrailing yieldYield$10k

VIG1.46%$146

IJR1.21%$121

SQLT0.48%$48

IWF0.38%$38

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

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

IJR$121 − $6 = $115

SQLT$48 − $20 = $28

IWF$38 − $18 = $20

KeptFee

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

Overlap: SQLT, VIG, IWF, IJR

Today

32.6%most shared, VIG and IWF

SQLTVIGIWFIJR

SQLT—2.2%0.6%26.8%

VIG2.2%—32.6%0.7%

IWF0.6%32.6%—0.1%

IJR26.8%0.7%0.1%—

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

Return vs Bumpiness: 4 ETFs

+22.8%IJR, at 16.4% volatility

VIGWorst drop−7.9%11.0% vol

IJRWorst drop−9.7%16.4% vol

IWFWorst drop−14.6%19.5% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

VIGIJR

+14.8%Year to date+18.9%

1.5%Yield1.2%

+17.6%Past year+22.8%

0.04%Fee0.06%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026