Compare · 4 funds side by side · dividends reinvested

SQLV, IWM, IWF and VO

SQLVFranklin Templeton×IWMiShares×IWFiShares×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,559IWF · best of the four

02 / 04

SQLV, IWM, IWF and VO, 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%$41M2.1

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B2.1

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$77.4B2.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B3.0

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 · IWF 2000 · VO 2004

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 VO

YTD

iSharesIWM

+16.2%

VOVanguard

+14.7%

+16.2%Year to date+14.7%

−11.1%Worst drop · 1Y−8.2%

18.2%Volatility · 1Y12.4%

1.0%Yield1.3%

$77.4BAssets$103B

3–1VO wins

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

Cost, Income and Risk

Fees: SQLV, IWM, IWF, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

IWM0.19%$19

SQLV0.60%$60

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

Yields: SQLV, IWM, IWF, VO

1.34%highest, VO

FundTrailing yieldYield$10k

VO1.34%$134

SQLV0.99%$99

IWM0.96%$96

IWF0.37%$37

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

IWM$96 − $19 = $77

SQLV$99 − $60 = $39

IWF$37 − $18 = $19

KeptFee

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

Overlap: SQLV, IWM, IWF, VO

Today

12.8%most shared, SQLV and IWM

SQLVIWMIWFVO

SQLV—12.8%0.0%0.0%

IWM12.8%—0.0%0.0%

IWF0.0%0.0%—9.3%

VO0.0%0.0%9.3%—

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

VOWorst drop−8.2%12.4% vol

SQLVWorst drop−7.7%16.0% vol

IWMWorst drop−11.1%18.2% vol

IWFWorst drop−15.6%18.3% vol

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

Paid More vs Made More

YTD

VOSQLV

+14.7%Year to date+27.7%

1.3%Yield1.0%

+15.3%Past year+33.0%

0.03%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