Compare · 2 funds side by side · dividends reinvested

SQLV and IJH

SQLVFranklin Templeton×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,155SQLV · best of the two

02 / 04

SQLV and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+24.0%+28.7%+17.9%+7.6%−7.7%15.7%$40M1.5

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+18.5%+7.4%−8.8%15.0%$125B1.5

Rank among the two1st → 2ndFee, 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: SQLV 2017 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $40M$15,155

SQLV

IJH

iShares Core S&P Mid-Cap ETF · $125B$14,620

$10,000 five years ago, dividends reinvested · they hold 2.6% in common

SQLVMeasureIJH

+24.0%Year to dateJan 1 → Nov 4+13.2%

+28.7%1 yearTotal return+15.7%

+17.9%3 years · per year$10,000 became $16,392 · $16,625+18.5%

+7.6%5 years · per year$10,000 became $14,436 · $14,303+7.4%

0.60%Expense ratio$60 · $5 a year on $10k · lower is better0.05%

1.02%Trailing 12-mo yield$102 · $122 a year on $10k1.22%

−7.7%Worst dropSmaller is better−8.8%

15.7%VolatilityLower is calmer15.0%

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

4–4Level

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

More Ways to See the Pairs

SQLV vs IJH: Top 5 Holdings

Today

SQLV

4.5%in top 5

IJH

in top 53.6%

SQLVStockIJH

1.1%DXCnot top 5

0.9%KSSnot top 5

0.9%HRBnot top 5

0.8%EMBCnot top 5

0.8%QLYSnot top 5

not top 5FTI0.8%

not top 5UTHR0.7%

not top 5ATI0.7%

not top 5ENTG0.7%

not top 5RS0.7%

Held in common2.6%

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

SQLV vs IJH Returns, Every Period

Franklin TempletonSQLV

+7.6%

5 years, per year

IJHiShares

+7.4%

5 years, per year

SQLVIJHFaded: behind in that period

3–1SQLV wins

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

SQLV vs IJH

YTD

Franklin TempletonSQLV

+24.0%

IJHiShares

+13.2%

+24.0%Year to date+13.2%

−7.7%Worst drop · 1Y−8.8%

15.7%Volatility · 1Y15.0%

1.0%Yield1.2%

$39.8MAssets$125B

2–2level

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

Cost, Income and Risk

Fees: SQLV, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

SQLV0.60%$60

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

Yields: SQLV, IJH

1.22%highest, IJH

FundTrailing yieldYield$10k

IJH1.22%$122

SQLV1.02%$102

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

Income After Fees on $10,000

$117most kept, IJH

IJH$122 − $5 = $117

SQLV$102 − $60 = $42

KeptFee

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

Overlap: SQLV, IJH

Today

2.6%most shared, SQLV and IJH

SQLVIJH

SQLV—2.6%

IJH2.6%—

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

Return vs Bumpiness: 2 ETFs

+28.7%SQLV, at 15.7% volatility

IJHWorst drop−8.8%15.0% vol

SQLVWorst drop−7.7%15.7% vol

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

Paid More vs Made More

YTD

IJHSQLV

+13.2%Year to date+24.0%

1.2%Yield1.0%

+15.7%Past year+28.7%

0.05%Fee0.60%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026