Compare · 4 funds side by side · dividends reinvested

SQLV, IWM, IWF and IJR

SQLVFranklin Templeton×IWMiShares×IWFiShares×IJRiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,330IWF · best of the four

02 / 04

SQLV, IWM, IWF and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$104B1.9

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%$39M2.1

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.01%+10.8%+13.5%+19.4%+4.8%−11.1%18.7%$75.4B3.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B3.0

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

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

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $75.4B$12,637

IWM

SQLV

Royce Quant Small-Cap Quality Value ETF · $39M$14,355

$10,000 five years ago, dividends reinvested · they hold 12.7% in common

IWMMeasureSQLV

+10.8%Year to dateJan 1 → Nov 5+22.6%

+13.5%1 yearTotal return+28.3%

+19.4%3 years · per year$10,000 became $17,029 · $15,951+16.8%

+4.8%5 years · per year$10,000 became $12,637 · $14,355+7.5%

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

1.01%Trailing 12-mo yield$101 · $103 a year on $10k1.03%

−11.1%Worst dropSmaller is better−7.7%

18.7%VolatilityLower is calmer16.5%

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

2–6SQLV wins

End-of-day Nov 5, 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

1.8%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%UMBFnot top 5

0.3%EATnot top 5

0.3%TWSTnot top 5

Held in common12.7%

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

IWM vs SQLV Returns, Every Period

iSharesIWM

+4.8%

5 years, per year

SQLVFranklin Templeton

+7.5%

5 years, per year

IWMSQLVFaded: behind in that period

1–3SQLV wins

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

IWM vs IJR

YTD

iSharesIWM

+10.8%

IJRiShares

+15.4%

+10.8%Year to date+15.4%

−11.1%Worst drop · 1Y−9.7%

18.7%Volatility · 1Y16.3%

1.0%Yield1.2%

$75.4BAssets$104B

4–0IJR wins

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

Cost, Income and Risk

Fees: SQLV, IWM, IWF, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

IWF0.18%$18

IWM0.19%$19

SQLV0.60%$60

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

Yields: SQLV, IWM, IWF, IJR

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

SQLV1.03%$103

IWM1.01%$101

IWF0.39%$39

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

IWM$101 − $19 = $82

SQLV$103 − $60 = $43

IWF$39 − $18 = $21

KeptFee

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

Overlap: SQLV, IWM, IWF, IJR

Today

48.0%most shared, IWM and IJR

SQLVIWMIWFIJR

SQLV—12.7%0.0%15.3%

IWM12.7%—0.0%48.0%

IWF0.0%0.0%—0.1%

IJR15.3%48.0%0.1%—

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

IJRWorst drop−9.7%16.3% vol

SQLVWorst drop−7.7%16.5% vol

IWMWorst drop−11.1%18.7% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

IJRSQLV

+15.4%Year to date+22.6%

1.2%Yield1.0%

+19.4%Past year+28.3%

0.06%Fee0.60%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

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%

$75.4BAssets$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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026