Compare · 2 funds side by side · dividends reinvested

SQLV and IWM

SQLVFranklin Templeton×IWMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,436SQLV · best of the two

02 / 04

SQLV and IWM, 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%$40M1.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.98%+14.4%+14.8%+21.3%+5.5%−11.1%18.1%$75.8B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: SQLV 2017 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $40M$14,436

SQLV

IWM

iShares Russell 2000 ETF · $75.8B$13,064

$10,000 five years ago, dividends reinvested · they hold 12.8% in common

SQLVMeasureIWM

+24.0%Year to dateJan 1 → Nov 3+14.4%

+28.7%1 yearTotal return+14.8%

+17.9%3 years · per year$10,000 became $16,392 · $17,832+21.3%

+7.6%5 years · per year$10,000 became $14,436 · $13,064+5.5%

0.60%Expense ratio$60 · $19 a year on $10k · lower is better0.19%

1.02%Trailing 12-mo yield$102 · $98 a year on $10k0.98%

−7.7%Worst dropSmaller is better−11.1%

15.7%VolatilityLower is calmer18.1%

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

6–2SQLV wins

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

More Ways to See the Pairs

SQLV vs IWM: Top 5 Holdings

Today

SQLV

4.5%in top 5

IWM

in top 51.9%

SQLVStockIWM

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 5GKOS0.5%

not top 5BTSG0.4%

not top 5MOG-A0.3%

not top 5UMBF0.3%

not top 5VSAT0.3%

Held in common12.8%

End-of-day Nov 3, 2026 · share of each fund

SQLV vs IWM Returns, Every Period

Franklin TempletonSQLV

+7.6%

5 years, per year

IWMiShares

+5.5%

5 years, per year

SQLVIWMFaded: behind in that period

3–1SQLV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SQLV vs IWM

YTD

Franklin TempletonSQLV

+24.0%

IWMiShares

+14.4%

+24.0%Year to date+14.4%

−7.7%Worst drop · 1Y−11.1%

15.7%Volatility · 1Y18.1%

1.0%Yield1.0%

$39.8MAssets$75.8B

3–0SQLV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, IWM

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

SQLV0.60%$60

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SQLV, IWM

1.02%highest, SQLV

FundTrailing yieldYield$10k

SQLV1.02%$102

IWM0.98%$98

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$79most kept, IWM

IWM$98 − $19 = $79

SQLV$102 − $60 = $42

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SQLV, IWM

Today

12.8%most shared, SQLV and IWM

SQLVIWM

SQLV—12.8%

IWM12.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+28.7%SQLV, at 15.7% volatility

SQLVWorst drop−7.7%15.7% vol

IWMWorst drop−11.1%18.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SQLVIWM

+24.0%Year to date+14.4%

1.0%Yield1.0%

+28.7%Past year+14.8%

0.60%Fee0.19%

2–1SQLV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

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 3, 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 3, 2026