Compare · 3 funds side by side · dividends reinvested

SQLT, VO and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,559IWF · best of the three

02 / 04

SQLT, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B1.9

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M2.5

Rank among the three1st → 3rdFee, 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 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$14,290

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

+14.7%Year to dateJan 1 → Nov 4[…]

+15.3%1 yearTotal return[…]

+20.7%3 years · per year$10,000 became $17,578 · […][…]

+7.4%5 years · per year$10,000 became $14,290 · […][…]

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

1.34%Trailing 12-mo yield$134 · $48 a year on $10k0.48%

−8.2%Worst dropSmaller is better[…]

12.4%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 4, 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 54.9%

VOStockSQLT

not top 5NFG1.1%

not top 5MANH1.1%

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

not top 5EXEL0.9%

not top 5MEDP0.9%

not top 5RGLD0.8%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

VO vs SQLT Returns, Every Period

VanguardVO

+15.3%

past year

SQLTiShares

[…]

past year

Returns […]

VOSQLTFaded: behind in that period

0–0Level

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

VO vs SQLT

YTD

VanguardVO

+14.7%

SQLTiShares

[…]

+14.7%Year to date[…]

−8.2%Worst drop · 1Y[…]

12.4%Volatility · 1Y[…]

1.3%Yield0.5%

$103BAssets$6.8M

1–0VO wins

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

Cost, Income and Risk

Fees: SQLT, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

SQLT0.20%$20

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

Yields: SQLT, VO, IWF

1.34%highest, VO

FundTrailing yieldYield$10k

VO1.34%$134

SQLT0.48%$48

IWF0.37%$37

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

SQLT$48 − $20 = $28

IWF$37 − $18 = $19

KeptFee

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

Overlap: SQLT, VO, IWF

Today

9.3%most shared, VO and IWF

SQLTVOIWF

SQLT—0.0%0.6%

VO0.0%—9.3%

IWF0.6%9.3%—

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

Return vs Bumpiness: 3 ETFs

+15.3%VO, at 12.4% volatility

VOWorst drop−8.2%12.4% 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

VOIWF

+14.7%Year to date−0.1%

1.3%Yield0.4%

+15.3%Past year−3.0%

0.03%Fee0.18%

4–0VO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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$61.1B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026