Compare · 4 funds side by side · dividends reinvested

SQLV, IWF, IJR and VUG

SQLVFranklin Templeton×IWFiShares×IJRiShares×VUGVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,326VUG · best of the four

Story of the four · IncomeMost incomeIJR · 1.21% · $121 a year on $10k

Story of the four · RiskSmallest drop

SQLV, IWF, IJR and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.0%+19.1%+16.7%+5.3%−9.7%16.4%$107B2.1

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.03%+22.5%+25.9%+15.5%+6.5%−7.7%16.6%$40M2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: SQLV 2017 · IWF 2000 · IJR 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P Small-Cap ETF · $107B$12,918

IJR

More Ways to See the Pairs

IJR vs SQLV: Top 5 Holdings

Today

IJR

2.7%in top 5

SQLV

in top 54.9%

IJRStockSQLV

not top 5DXC1.3%

not top 5KD1.0%

not top 5EMBC0.9%

not top 5KSS0.9%

not top 5FHI0.8%

Cost, Income and Risk

Fees: SQLV, IWF, IJR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

IWF0.18%$18

SQLV0.60%$60

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SQLV

Royce Quant Small-Cap Quality Value ETF · $40M$13,678

$10,000 five years ago, dividends reinvested · they hold 15.1% in common

IJRMeasureSQLV

+18.0%Year to dateJan 1 → Nov 12+22.5%

+19.1%1 yearTotal return+25.9%

+16.7%3 years · per year$10,000 became $15,910 · $15,405+15.5%

+5.3%5 years · per year$10,000 became $12,918 · $13,678+6.5%

0.06%Expense ratio$6 · $60 a year on $10k · lower is better0.60%

1.21%Trailing 12-mo yield$121 · $103 a year on $10k1.03%

−9.7%Worst dropSmaller is better−7.7%

16.4%VolatilityLower is calmer16.6%

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

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.6%VSATnot top 5

0.5%MTCHnot top 5

0.5%RHPnot top 5

0.5%PAYCnot top 5

0.5%TGTXnot top 5

Held in common15.1%

End-of-day Nov 12, 2026 · share of each fund

IJR vs SQLV Returns, Every Period

5Y

iSharesIJR

+5.3%

5 years, per year

SQLVFranklin Templeton

+6.5%

5 years, per year

IJRSQLVFaded: behind in that period

1–3SQLV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

IJR vs SQLV

YTD

iSharesIJR

+18.0%

SQLVFranklin Templeton

+22.5%

+18.0%Year to date+22.5%

−9.7%Worst drop · 1Y−7.7%

16.4%Volatility · 1Y16.6%

1.2%Yield1.0%

$107BAssets$39.6M

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: SQLV, IWF, IJR, VUG

1Y

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

SQLV1.03%$103

VUG0.41%$41

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$115most kept, IJR

IJR$121 − $6 = $115

SQLV$103 − $60 = $43

VUG$41 − $3 = $38

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SQLV, IWF, IJR, VUG

Today

77.8%most shared, IWF and VUG

SQLVIWFIJRVUG

SQLV—0.0%15.1%0.0%

IWF0.0%—0.1%77.8%

IJR15.1%0.1%—0.0%

VUG0.0%77.8%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+25.9%SQLV, at 16.6% volatility

IJRWorst drop−9.7%16.4% vol

SQLVWorst drop−7.7%16.6% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

IJRSQLV

+18.0%Year to date+22.5%

1.2%Yield1.0%

+19.1%Past year+25.9%

0.06%Fee0.60%

2–2level

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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SQLV, IWF, IJR and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four