Compare · 4 funds side by side · dividends reinvested

SQLV, IWM, IJH and IWF

SQLVFranklin Templeton×IWMiShares×IJHiShares×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,441IWF · best of the four

02 / 04

SQLV, IWM, IJH and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.04%+21.1%+25.3%+16.2%+7.2%−7.7%16.5%$39M2.1

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.1

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$76.6B2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B3.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: SQLV 2017 · IWM 2000 · IJH 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $115B$15,441

IWF

SQLV

Royce Quant Small-Cap Quality Value ETF · $39M$14,141

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IWFMeasureSQLV

−5.3%Year to dateJan 1 → Nov 6+21.1%

−6.5%1 yearTotal return+25.3%

+19.4%3 years · per year$10,000 became $17,022 · $15,694+16.2%

+9.1%5 years · per year$10,000 became $15,442 · $14,141+7.2%

0.18%Expense ratio$18 · $60 a year on $10k · lower is better0.60%

0.39%Trailing 12-mo yield$39 · $104 a year on $10k1.04%

−14.6%Worst dropSmaller is better−7.7%

19.4%VolatilityLower is calmer16.5%

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

3–5SQLV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWF vs SQLV: Top 5 Holdings

Today

IWF

39.8%in top 5

SQLV

in top 54.8%

IWFStockSQLV

14.1%NVDAnot top 5

9.0%AAPLnot top 5

6.6%MSFTnot top 5

5.5%GOOGLnot top 5

4.5%AVGOnot top 5

not top 5DXC1.2%

not top 5KD1.0%

not top 5KSS0.9%

not top 5EMBC0.9%

not top 5HRB0.9%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

IWF vs SQLV Returns, Every Period

iSharesIWF

+9.1%

5 years, per year

SQLVFranklin Templeton

+7.2%

5 years, per year

IWFSQLVFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IWF vs IJH

YTD

iSharesIWF

−5.3%

IJHiShares

+9.5%

−5.3%Year to date+9.5%

−14.6%Worst drop · 1Y−8.8%

19.4%Volatility · 1Y15.5%

0.4%Yield1.3%

$115BAssets$121B

4–0IJH wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, IWM, IJH, IWF

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWF0.18%$18

IWM0.19%$19

SQLV0.60%$60

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SQLV, IWM, IJH, IWF

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

SQLV1.04%$104

IWM1.00%$100

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

IWM$100 − $19 = $81

SQLV$104 − $60 = $44

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SQLV, IWM, IJH, IWF

Today

12.9%most shared, IWM and IJH

SQLVIWMIJHIWF

SQLV—12.7%2.7%0.0%

IWM12.7%—12.9%0.0%

IJH2.7%12.9%—1.9%

IWF0.0%0.0%1.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+25.3%SQLV, at 16.5% volatility

IJHWorst drop−8.8%15.5% vol

SQLVWorst drop−7.7%16.5% vol

IWMWorst drop−11.1%18.7% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJHSQLV

+9.5%Year to date+21.1%

1.3%Yield1.0%

+12.9%Past year+25.3%

0.05%Fee0.60%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026