Compare · 4 funds side by side · dividends reinvested

SQLT, VUG, IVV and IJR

SQLTiShares×VUGVanguard×IVViShares×IJRiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,118IVV · best of the four

02 / 04

SQLT, VUG, IVV and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.5

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%$108B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.5

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 4, 2026 · returns include dividends · since: SQLT 2026 · VUG 2004 · IVV 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SQLT

IJR

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

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

SQLTMeasureIJR

[…]Year to dateJan 1 → Nov 4+19.9%

[…]1 yearTotal return+22.7%

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

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

0.20%Expense ratio$20 · $6 a year on $10k · lower is better0.06%

0.48%Trailing 12-mo yield$48 · $120 a year on $10k1.20%

[…]Worst dropSmaller is better−9.7%

[…]VolatilityLower is calmer15.8%

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

0–2IJR 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 IJR: Top 5 Holdings

Today

SQLT

4.9%in top 5

IJR

in top 52.7%

SQLTStockIJR

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 5VSAT0.6%

not top 5PAYC0.6%

not top 5RHP0.5%

not top 5PTGX0.5%

not top 5MTCH0.5%

Held in common26.8%

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

SQLT vs IJR Returns, Every Period

iSharesSQLT

[…]

past year

IJRiShares

+22.7%

past year

Returns […]

SQLTIJRFaded: behind in that period

0–0Level

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

SQLT vs IJR

YTD

iSharesSQLT

[…]

IJRiShares

+19.9%

[…]Year to date+19.9%

[…]Worst drop · 1Y−9.7%

[…]Volatility · 1Y15.8%

0.5%Yield1.2%

$6.9MAssets$108B

1–0IJR wins

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

Cost, Income and Risk

Fees: SQLT, VUG, IVV, IJR

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IVV0.03%$3

IJR0.06%$6

SQLT0.20%$20

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

Yields: SQLT, VUG, IVV, IJR

1.20%highest, IJR

FundTrailing yieldYield$10k

IJR1.20%$120

IVV1.09%$109

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

IVV$109 − $3 = $106

VUG$40 − $3 = $37

SQLT$48 − $20 = $28

KeptFee

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

Overlap: SQLT, VUG, IVV, IJR

Today

55.4%most shared, VUG and IVV

SQLTVUGIVVIJR

SQLT—0.0%0.4%26.8%

VUG0.0%—55.4%0.0%

IVV0.4%55.4%—0.0%

IJR26.8%0.0%0.0%—

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

Return vs Bumpiness: 4 ETFs

+22.7%IJR, at 15.8% volatility

IVVWorst drop−8.9%12.9% vol

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

IJRIVV

+19.9%Year to date+13.4%

1.2%Yield1.1%

+22.7%Past year+13.5%

0.06%Fee0.03%

3–1IJR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026