Compare · 4 funds side by side · dividends reinvested

SQLV, IWM, IJH and IJR

SQLVFranklin Templeton×IWMiShares×IJHiShares×IJRiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$14,089SQLV · best of the four

02 / 04

SQLV, IWM, IJH and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$40M2.3

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%$125B2.3

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%$107B2.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.97%+15.5%+18.7%+19.8%+5.1%−11.1%18.8%$77.9B3.3

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 · IWM 2000 · IJH 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $77.9B$12,845

IWM

SQLV

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

$10,000 five years ago, dividends reinvested · they hold 12.5% in common

IWMMeasureSQLV

+15.5%Year to dateJan 1 → Nov 9+23.7%

+18.7%1 yearTotal return+29.4%

+19.8%3 years · per year$10,000 became $17,194 · $15,678+16.2%

+5.1%5 years · per year$10,000 became $12,845 · $14,089+7.1%

0.19%Expense ratio$19 · $60 a year on $10k · lower is better0.60%

0.97%Trailing 12-mo yield$97 · $102 a year on $10k1.02%

−11.1%Worst dropSmaller is better−7.7%

18.8%VolatilityLower is calmer16.6%

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

2–6SQLV wins

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

More Ways to See the Pairs

IWM vs SQLV: Top 5 Holdings

Today

IWM

1.9%in top 5

SQLV

in top 54.9%

IWMStockSQLV

not top 5DXC1.3%

not top 5KD1.0%

not top 5HRB0.9%

not top 5EMBC0.9%

not top 5KSS0.9%

0.4%GKOSnot top 5

0.4%BTSGnot top 5

0.4%FROGnot top 5

0.3%UMBFnot top 5

0.3%MOG-Anot top 5

Held in common12.5%

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

IWM vs SQLV Returns, Every Period

iSharesIWM

+5.1%

5 years, per year

SQLVFranklin Templeton

+7.1%

5 years, per year

IWMSQLVFaded: behind in that period

1–3SQLV wins

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

IWM vs IJH

YTD

iSharesIWM

+15.5%

IJHiShares

+13.6%

+15.5%Year to date+13.6%

−11.1%Worst drop · 1Y−8.8%

18.8%Volatility · 1Y15.8%

1.0%Yield1.2%

$77.9BAssets$125B

3–1IJH wins

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

Cost, Income and Risk

Fees: SQLV, IWM, IJH, IJR

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IJR0.06%$6

IWM0.19%$19

SQLV0.60%$60

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

Yields: SQLV, IWM, IJH, IJR

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

IJR1.21%$121

SQLV1.02%$102

IWM0.97%$97

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

IWM$97 − $19 = $78

SQLV$102 − $60 = $42

KeptFee

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

Overlap: SQLV, IWM, IJH, IJR

Today

47.9%most shared, IWM and IJR

SQLVIWMIJHIJR

SQLV—12.5%2.7%15.2%

IWM12.5%—12.7%47.9%

IJH2.7%12.7%—0.0%

IJR15.2%47.9%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

IWMWorst drop−11.1%18.8% 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

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$77.9BAssets$76.9B

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