Compare · 3 funds side by side · dividends reinvested

SQLV, IWM and IJR

SQLVFranklin Templeton×IWMiShares×IJRiShares×

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 IJR, 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%$108B1.6

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%$41M1.8

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$77.4B2.6

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 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

IWM

SQLV

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

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

IWMMeasureSQLV

+16.2%Year to dateJan 1 → Nov 4+27.7%

+16.9%1 yearTotal return+33.0%

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

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

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

0.96%Trailing 12-mo yield$96 · $99 a year on $10k0.99%

−11.1%Worst dropSmaller is better−7.7%

18.2%VolatilityLower is calmer16.0%

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

2–6SQLV wins

End-of-day Nov 4, 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 54.5%

IWMStockSQLV

not top 5DXC1.1%

not top 5KSS0.9%

not top 5HRB0.9%

not top 5EMBC0.8%

not top 5QLYS0.8%

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.3%MOG-Anot top 5

0.3%UMBFnot top 5

0.3%VSATnot top 5

Held in common12.8%

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

IWM vs SQLV Returns, Every Period

iSharesIWM

+6.2%

5 years, per year

SQLVFranklin Templeton

+8.7%

5 years, per year

IWMSQLVFaded: behind in that period

1–3SQLV wins

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

IWM vs IJR

YTD

iSharesIWM

+16.2%

IJRiShares

+19.9%

+16.2%Year to date+19.9%

−11.1%Worst drop · 1Y−9.7%

18.2%Volatility · 1Y15.8%

1.0%Yield1.2%

$77.4BAssets$108B

4–0IJR wins

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

Cost, Income and Risk

Fees: SQLV, IWM, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

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

1.20%highest, IJR

FundTrailing yieldYield$10k

IJR1.20%$120

SQLV0.99%$99

IWM0.96%$96

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

KeptFee

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

Overlap: SQLV, IWM, IJR

Today

48.0%most shared, IWM and IJR

SQLVIWMIJR

SQLV—12.8%15.7%

IWM12.8%—48.0%

IJR15.7%48.0%—

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

IJRWorst drop−9.7%15.8% 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

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 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