Compare · 4 funds side by side · dividends reinvested

SQLV, IWF, SCHD and IJR

SQLVFranklin Templeton×IWFiShares×SCHDSchwab×IJRiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,459SCHD · best of the four

02 / 04

SQLV, IWF, SCHD and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.1

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%$107B2.6

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%$40M2.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B3.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: SQLV 2017 · IWF 2000 · SCHD 2011 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

IJR

SQLV

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

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

IJRMeasureSQLV

+18.9%Year to dateJan 1 → Nov 9+23.7%

+22.8%1 yearTotal return+29.4%

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

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

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

1.21%Trailing 12-mo yield$121 · $102 a year on $10k1.02%

−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 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IJR vs SQLV: Top 5 Holdings

Today

IJR

2.6%in top 5

SQLV

in top 54.9%

IJRStockSQLV

not top 5DXC1.3%

not top 5KD1.0%

not top 5HRB0.9%

not top 5EMBC0.9%

not top 5KSS0.9%

0.5%PAYCnot top 5

0.5%RHPnot top 5

0.5%MTCHnot top 5

0.5%LTHnot top 5

0.5%VSATnot top 5

Held in common15.2%

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

IJR vs SQLV Returns, Every Period

iSharesIJR

+5.8%

5 years, per year

SQLVFranklin Templeton

+7.1%

5 years, per year

IJRSQLVFaded: behind in that period

1–3SQLV wins

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

Stocks vs Income: IJR vs SCHD

YTD

iSharesIJR

+18.9%

SCHDSchwab

+33.2%

+18.9%Year to date+33.2%

−9.7%Worst drop · 1Y−6.9%

16.4%Volatility · 1Y11.8%

1.2%Yield3.0%

$107BAssets$122B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SQLV, IWF, SCHD, IJR

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IJR0.06%$6

IWF0.18%$18

SQLV0.60%$60

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

Yields: SQLV, IWF, SCHD, IJR

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

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

$290most kept, SCHD

SCHD$296 − $6 = $290

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, SCHD, IJR

Today

15.2%most shared, SQLV and IJR

SQLVIWFSCHDIJR

SQLV—0.0%0.5%15.2%

IWF0.0%—3.6%0.1%

SCHD0.5%3.6%—1.2%

IJR15.2%0.1%1.2%—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% 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

SCHDSQLV

+33.2%Year to date+23.7%

3.0%Yield1.0%

+39.1%Past year+29.4%

0.06%Fee0.60%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

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

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