Compare · 4 funds side by side · dividends reinvested

SQLV, IWF, IJR and IJH

SQLVFranklin Templeton×IWFiShares×IJRiShares×IJHiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,892IWF · best of the four

02 / 04

SQLV, IWF, IJR and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$125B2.1

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.7%+29.4%+16.2%+7.1%−7.7%16.6%$40M2.4

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%$107B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B3.1

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: SQLV 2017 · IWF 2000 · IJR 2000 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $40M$14,089

SQLV

IJR

iShares Core S&P Small-Cap ETF · $107B$13,254

$10,000 five years ago, dividends reinvested · they hold 15.2% in common

SQLVMeasureIJR

+23.7%Year to dateJan 1 → Nov 9+18.9%

+29.4%1 yearTotal return+22.8%

+16.2%3 years · per year$10,000 became $15,678 · $16,193+17.4%

+7.1%5 years · per year$10,000 became $14,089 · $13,254+5.8%

0.60%Expense ratio$60 · $6 a year on $10k · lower is better0.06%

1.02%Trailing 12-mo yield$102 · $121 a year on $10k1.21%

−7.7%Worst dropSmaller is better−9.7%

16.6%VolatilityLower is calmer16.4%

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

4–4Level

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

More Ways to See the Pairs

SQLV vs IJR: Top 5 Holdings

Today

SQLV

4.9%in top 5

IJR

in top 52.6%

SQLVStockIJR

1.3%DXCnot top 5

1.0%KDnot top 5

0.9%HRBnot top 5

0.9%EMBCnot top 5

0.9%KSSnot top 5

not top 5PAYC0.5%

not top 5RHP0.5%

not top 5MTCH0.5%

not top 5LTH0.5%

not top 5VSAT0.5%

Held in common15.2%

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

SQLV vs IJR Returns, Every Period

Franklin TempletonSQLV

+7.1%

5 years, per year

IJRiShares

+5.8%

5 years, per year

SQLVIJRFaded: behind in that period

3–1SQLV wins

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

SQLV vs IJH

YTD

Franklin TempletonSQLV

+23.7%

IJHiShares

+13.6%

+23.7%Year to date+13.6%

−7.7%Worst drop · 1Y−8.8%

16.6%Volatility · 1Y15.8%

1.0%Yield1.2%

$39.8MAssets$125B

2–2level

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

Cost, Income and Risk

Fees: SQLV, IWF, IJR, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IJR0.06%$6

IWF0.18%$18

SQLV0.60%$60

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

Yields: SQLV, IWF, IJR, IJH

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

IJR1.21%$121

SQLV1.02%$102

IWF0.38%$38

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

IJR$121 − $6 = $115

SQLV$102 − $60 = $42

IWF$38 − $18 = $20

KeptFee

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

Overlap: SQLV, IWF, IJR, IJH

Today

15.2%most shared, SQLV and IJR

SQLVIWFIJRIJH

SQLV—0.0%15.2%2.7%

IWF0.0%—0.1%1.8%

IJR15.2%0.1%—0.0%

IJH2.7%1.8%0.0%—

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

Return vs Bumpiness: 4 ETFs

+29.4%SQLV, at 16.6% volatility

IJHWorst drop−8.8%15.8% vol

IJRWorst drop−9.7%16.4% vol

SQLVWorst drop−7.7%16.6% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

IJHSQLV

+13.6%Year to date+23.7%

1.2%Yield1.0%

+17.5%Past year+29.4%

0.05%Fee0.60%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026