Compare · 4 funds side by side · dividends reinvested

SQLV, IWM, IJR and VUG

SQLVFranklin Templeton×IWMiShares×IJRiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,153VUG · best of the four

02 / 04

SQLV, IWM, IJR and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.9%+22.7%+19.3%+6.8%−9.7%15.8%$108B2.0

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%$41M2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.9

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$77.4B3.0

Rank among the four1st → 4thFee, 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 · IJR 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

SQLV

IWM

iShares Russell 2000 ETF · $77.4B$13,509

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

SQLVMeasureIWM

+27.7%Year to dateJan 1 → Nov 4+16.2%

+33.0%1 yearTotal return+16.9%

+18.7%3 years · per year$10,000 became $16,710 · $18,002+21.6%

+8.7%5 years · per year$10,000 became $15,155 · $13,509+6.2%

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

0.99%Trailing 12-mo yield$99 · $96 a year on $10k0.96%

−7.7%Worst dropSmaller is better−11.1%

16.0%VolatilityLower is calmer18.2%

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

6–2SQLV wins

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

SQLV vs IWM Returns, Every Period

Franklin TempletonSQLV

+8.7%

5 years, per year

IWMiShares

+6.2%

5 years, per year

SQLVIWMFaded: behind in that period

3–1SQLV wins

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

SQLV vs IJR

YTD

Franklin TempletonSQLV

+27.7%

IJRiShares

+19.9%

+27.7%Year to date+19.9%

−7.7%Worst drop · 1Y−9.7%

16.0%Volatility · 1Y15.8%

1.0%Yield1.2%

$41.0MAssets$108B

2–2level

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

Cost, Income and Risk

Fees: SQLV, IWM, IJR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

IWM0.19%$19

SQLV0.60%$60

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

Yields: SQLV, IWM, IJR, VUG

1.20%highest, IJR

FundTrailing yieldYield$10k

IJR1.20%$120

SQLV0.99%$99

IWM0.96%$96

VUG0.40%$40

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

Income After Fees on $10,000

$114most kept, IJR

IJR$120 − $6 = $114

IWM$96 − $19 = $77

SQLV$99 − $60 = $39

VUG$40 − $3 = $37

KeptFee

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

Overlap: SQLV, IWM, IJR, VUG

Today

48.0%most shared, IWM and IJR

SQLVIWMIJRVUG

SQLV—12.8%15.7%0.0%

IWM12.8%—48.0%0.0%

IJR15.7%48.0%—0.0%

VUG0.0%0.0%0.0%—

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

Return vs Bumpiness: 4 ETFs

+33.0%SQLV, at 16.0% volatility

IJRWorst drop−9.7%15.8% vol

SQLVWorst drop−7.7%16.0% vol

IWMWorst drop−11.1%18.2% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

IJRSQLV

+19.9%Year to date+27.7%

1.2%Yield1.0%

+22.7%Past year+33.0%

0.06%Fee0.60%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

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