Compare · 4 funds side by side · dividends reinvested

SQLV, IWM, IJR and VTV

SQLVFranklin Templeton×IWMiShares×IJRiShares×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,626VTV · best of the four

02 / 04

SQLV, IWM, IJR and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.3

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.03%+22.6%+28.3%+16.8%+7.5%−7.7%16.5%$41M2.5

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$108B2.6

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.01%+10.8%+13.5%+19.4%+4.8%−11.1%18.7%$77.4B3.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: SQLV 2017 · IWM 2000 · IJR 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $41M$14,355

SQLV

IJR

iShares Core S&P Small-Cap ETF · $108B$13,136

$10,000 five years ago, dividends reinvested · they hold 15.3% in common

SQLVMeasureIJR

+22.6%Year to dateJan 1 → Nov 5+15.4%

+28.3%1 yearTotal return+19.4%

+16.8%3 years · per year$10,000 became $15,951 · $16,200+17.4%

+7.5%5 years · per year$10,000 became $14,355 · $13,136+5.6%

0.60%Expense ratio$60 · $6 a year on $10k · lower is better0.06%

1.03%Trailing 12-mo yield$103 · $124 a year on $10k1.24%

−7.7%Worst dropSmaller is better−9.7%

16.5%VolatilityLower is calmer16.3%

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

4–4Level

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

More Ways to See the Pairs

SQLV vs IJR: Top 5 Holdings

Today

SQLV

4.5%in top 5

IJR

in top 52.7%

SQLVStockIJR

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 5PAYC0.6%

not top 5RHP0.5%

not top 5PTGX0.5%

not top 5MTCH0.5%

not top 5VSAT0.5%

Held in common15.3%

End-of-day Nov 5, 2026 · share of each fund

SQLV vs IJR Returns, Every Period

Franklin TempletonSQLV

+7.5%

5 years, per year

IJRiShares

+5.6%

5 years, per year

SQLVIJRFaded: behind in that period

3–1SQLV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SQLV vs VTV

YTD

Franklin TempletonSQLV

+22.6%

VTVVanguard

+19.0%

+22.6%Year to date+19.0%

−7.7%Worst drop · 1Y−6.4%

16.5%Volatility · 1Y10.7%

1.0%Yield1.9%

$41.0MAssets$184B

3–1VTV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, IWM, IJR, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJR0.06%$6

IWM0.19%$19

SQLV0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SQLV, IWM, IJR, VTV

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

IJR1.24%$124

SQLV1.03%$103

IWM1.01%$101

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

IJR$124 − $6 = $118

IWM$101 − $19 = $82

SQLV$103 − $60 = $43

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SQLV, IWM, IJR, VTV

Today

48.0%most shared, IWM and IJR

SQLVIWMIJRVTV

SQLV—12.7%15.3%0.0%

IWM12.7%—48.0%0.0%

IJR15.3%48.0%—0.0%

VTV0.0%0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+28.3%SQLV, at 16.5% volatility

VTVWorst drop−6.4%10.7% vol

IJRWorst drop−9.7%16.3% vol

SQLVWorst drop−7.7%16.5% vol

IWMWorst drop−11.1%18.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VTVSQLV

+19.0%Year to date+22.6%

1.9%Yield1.0%

+24.0%Past year+28.3%

0.03%Fee0.60%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026