Compare · 3 funds side by side · dividends reinvested

SQLV, IWM and IJH

SQLVFranklin Templeton×IWMiShares×IJHiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,155SQLV · best of the three

02 / 04

SQLV, IWM and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%0.99%+27.7%+33.0%+18.7%+8.7%−7.7%16.0%$41M1.6

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.9%+16.4%+18.4%+7.9%−8.8%15.0%$125B2.0

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$77.4B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SQLV 2017 · IWM 2000 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Mid-Cap ETF · $125B$14,620

IJH

SQLV

Royce Quant Small-Cap Quality Value ETF · $41M$15,155

$10,000 five years ago, dividends reinvested · they hold 2.6% in common

IJHMeasureSQLV

+13.9%Year to dateJan 1 → Nov 4+27.7%

+16.4%1 yearTotal return+33.0%

+18.4%3 years · per year$10,000 became $16,594 · $16,710+18.7%

+7.9%5 years · per year$10,000 became $14,620 · $15,155+8.7%

0.05%Expense ratio$5 · $60 a year on $10k · lower is better0.60%

1.21%Trailing 12-mo yield$121 · $99 a year on $10k0.99%

−8.8%Worst dropSmaller is better−7.7%

15.0%VolatilityLower is calmer16.0%

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

3–5SQLV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IJH vs SQLV: Top 5 Holdings

Today

IJH

3.6%in top 5

SQLV

in top 54.5%

IJHStockSQLV

not top 5DXC1.1%

not top 5KSS0.9%

not top 5HRB0.9%

not top 5EMBC0.8%

not top 5QLYS0.8%

0.8%FTInot top 5

0.7%UTHRnot top 5

0.7%ATInot top 5

0.7%ENTGnot top 5

0.7%RSnot top 5

Held in common2.6%

End-of-day Nov 4, 2026 · share of each fund

IJH vs SQLV Returns, Every Period

iSharesIJH

+7.9%

5 years, per year

SQLVFranklin Templeton

+8.7%

5 years, per year

IJHSQLVFaded: behind in that period

0–4SQLV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IJH vs SQLV

YTD

iSharesIJH

+13.9%

SQLVFranklin Templeton

+27.7%

+13.9%Year to date+27.7%

−8.8%Worst drop · 1Y−7.7%

15.0%Volatility · 1Y16.0%

1.2%Yield1.0%

$125BAssets$41.0M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, IWM, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWM0.19%$19

SQLV0.60%$60

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SQLV, IWM, IJH

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

SQLV0.99%$99

IWM0.96%$96

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

IWM$96 − $19 = $77

SQLV$99 − $60 = $39

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SQLV, IWM, IJH

Today

12.8%most shared, SQLV and IWM

SQLVIWMIJH

SQLV—12.8%2.6%

IWM12.8%—12.7%

IJH2.6%12.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+33.0%SQLV, at 16.0% volatility

IJHWorst drop−8.8%15.0% vol

SQLVWorst drop−7.7%16.0% vol

IWMWorst drop−11.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IJHSQLV

+13.9%Year to date+27.7%

1.2%Yield1.0%

+16.4%Past year+33.0%

0.05%Fee0.60%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026