Compare · 4 funds side by side · dividends reinvested

SQLV, IWM, IWF and VUG

SQLVFranklin Templeton×IWMiShares×IWFiShares×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, IWF and VUG, 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%$41M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.4

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$77.4B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B3.1

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 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

IWM

IWF

iShares Russell 1000 Growth ETF · $121B$16,559

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IWMMeasureIWF

+16.2%Year to dateJan 1 → Nov 4−0.1%

+16.9%1 yearTotal return−3.0%

+21.6%3 years · per year$10,000 became $18,002 · $18,310+22.3%

+6.2%5 years · per year$10,000 became $13,509 · $16,559+10.6%

0.19%Expense ratio$19 · $18 a year on $10k · lower is better0.18%

0.96%Trailing 12-mo yield$96 · $37 a year on $10k0.37%

−11.1%Worst dropSmaller is better−15.6%

18.2%VolatilityLower is calmer18.3%

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

5–3IWM 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 IWF: Top 5 Holdings

Today

IWM

1.9%in top 5

IWF

in top 539.3%

IWMStockIWF

not top 5NVDA15.1%

not top 5AAPL8.1%

not top 5MSFT6.1%

not top 5GOOGL5.1%

not top 5AVGO4.8%

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 common0.0%

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

IWM vs IWF Returns, Every Period

iSharesIWM

+6.2%

5 years, per year

IWFiShares

+10.6%

5 years, per year

IWMIWFFaded: behind in that period

2–2Level

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

IWM vs SQLV

YTD

iSharesIWM

+16.2%

SQLVFranklin Templeton

+27.7%

+16.2%Year to date+27.7%

−11.1%Worst drop · 1Y−7.7%

18.2%Volatility · 1Y16.0%

1.0%Yield1.0%

$77.4BAssets$41.0M

3–0SQLV wins

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

Cost, Income and Risk

Fees: SQLV, IWM, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$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, VUG

0.99%highest, SQLV

FundTrailing yieldYield$10k

SQLV0.99%$99

IWM0.96%$96

VUG0.40%$40

IWF0.37%$37

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

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

SQLV$99 − $60 = $39

VUG$40 − $3 = $37

IWF$37 − $18 = $19

KeptFee

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

Overlap: SQLV, IWM, IWF, VUG

Today

77.4%most shared, IWF and VUG

SQLVIWMIWFVUG

SQLV—12.8%0.0%0.0%

IWM12.8%—0.0%0.0%

IWF0.0%0.0%—77.4%

VUG0.0%0.0%77.4%—

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

SQLVWorst drop−7.7%16.0% vol

IWMWorst drop−11.1%18.2% vol

VUGWorst drop−16.1%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

SQLVIWM

+27.7%Year to date+16.2%

1.0%Yield1.0%

+33.0%Past year+16.9%

0.60%Fee0.19%

2–1SQLV wins

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