Compare · 3 funds side by side · dividends reinvested

SQLT, VUG and IJR

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

02 / 04

SQLT, VUG and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.9%+22.7%+19.3%+6.8%−9.7%15.8%$108B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.8

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 · VUG 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Small-Cap ETF · $108B$13,920

IJR

SQLT

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

$10,000 five years ago, dividends reinvested · they hold 26.8% in common

IJRMeasureSQLT

+19.9%Year to dateJan 1 → Nov 4[…]

+22.7%1 yearTotal return[…]

+19.3%3 years · per year$10,000 became $16,979 · […][…]

+6.8%5 years · per year$10,000 became $13,920 · […][…]

0.06%Expense ratio$6 · $20 a year on $10k · lower is better0.20%

1.20%Trailing 12-mo yield$120 · $48 a year on $10k0.48%

−9.7%Worst dropSmaller is better[…]

15.8%VolatilityLower is calmer[…]

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

2–0IJR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IJR vs SQLT: Top 5 Holdings

Today

IJR

2.7%in top 5

SQLT

in top 54.9%

IJRStockSQLT

not top 5NFG1.1%

not top 5MANH1.1%

not top 5EXEL0.9%

not top 5MEDP0.9%

not top 5RGLD0.8%

0.6%VSATnot top 5

0.6%PAYCnot top 5

0.5%RHPnot top 5

0.5%PTGXnot top 5

0.5%MTCHnot top 5

Held in common26.8%

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

IJR vs SQLT Returns, Every Period

iSharesIJR

+22.7%

past year

SQLTiShares

[…]

past year

Returns […]

IJRSQLTFaded: behind in that period

0–0Level

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

IJR vs SQLT

YTD

iSharesIJR

+19.9%

SQLTiShares

[…]

+19.9%Year to date[…]

−9.7%Worst drop · 1Y[…]

15.8%Volatility · 1Y[…]

1.2%Yield0.5%

$108BAssets$6.9M

1–0IJR wins

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

Cost, Income and Risk

Fees: SQLT, VUG, IJR

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

SQLT0.20%$20

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

Yields: SQLT, VUG, IJR

1.20%highest, IJR

FundTrailing yieldYield$10k

IJR1.20%$120

SQLT0.48%$48

VUG0.40%$40

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

Income After Fees on $10,000

$114most kept, IJR

IJR$120 − $6 = $114

VUG$40 − $3 = $37

SQLT$48 − $20 = $28

KeptFee

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

Overlap: SQLT, VUG, IJR

Today

26.8%most shared, SQLT and IJR

SQLTVUGIJR

SQLT—0.0%26.8%

VUG0.0%—0.0%

IJR26.8%0.0%—

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

Return vs Bumpiness: 3 ETFs

+22.7%IJR, at 15.8% volatility

IJRWorst drop−9.7%15.8% vol

VUGWorst drop−16.1%18.2% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

IJRVUG

+19.9%Year to date+6.3%

1.2%Yield0.4%

+22.7%Past year+3.4%

0.06%Fee0.03%

3–1IJR 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$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