Compare · 4 funds side by side · dividends reinvested

SQLV, QQQ, IJR and IWF

SQLVFranklin Templeton×QQQInvesco×IJRiShares×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,509QQQ · best of the four

02 / 04

SQLV, QQQ, IJR and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B2.0

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.04%+21.1%+25.3%+16.2%+7.2%−7.7%16.5%$39M2.3

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−14.8%21.3%$469B2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$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 6, 2026 · returns include dividends · since: SQLV 2017 · QQQ 1999 · IJR 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $39M$14,141

SQLV

QQQ

Invesco QQQ Trust, Series 1 · $469B$17,509

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

SQLVMeasureQQQ

+21.1%Year to dateJan 1 → Nov 6+7.2%

+25.3%1 yearTotal return+5.8%

+16.2%3 years · per year$10,000 became $15,694 · $18,694+23.2%

+7.2%5 years · per year$10,000 became $14,141 · $17,509+11.9%

0.60%Expense ratio$60 · $18 a year on $10k · lower is better0.18%

1.04%Trailing 12-mo yield$104 · $47 a year on $10k0.47%

−7.7%Worst dropSmaller is better−14.8%

16.5%VolatilityLower is calmer21.3%

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

5–3SQLV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SQLV vs QQQ: Top 5 Holdings

Today

SQLV

4.8%in top 5

QQQ

in top 531.6%

SQLVStockQQQ

not top 5AAPL8.7%

not top 5NVDA7.6%

not top 5MSFT6.9%

not top 5AMZN4.9%

not top 5MU3.5%

1.2%DXCnot top 5

1.0%KDnot top 5

0.9%KSSnot top 5

0.9%EMBCnot top 5

0.9%HRBnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

SQLV vs QQQ Returns, Every Period

Franklin TempletonSQLV

+7.2%

5 years, per year

QQQInvesco

+11.9%

5 years, per year

SQLVQQQFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SQLV vs IJR

YTD

Franklin TempletonSQLV

+21.1%

IJRiShares

+15.5%

+21.1%Year to date+15.5%

−7.7%Worst drop · 1Y−9.7%

16.5%Volatility · 1Y16.2%

1.0%Yield1.2%

$39.4MAssets$104B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, QQQ, IJR, IWF

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

QQQ0.18%$18

IWF0.18%$18

SQLV0.60%$60

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SQLV, QQQ, IJR, IWF

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

SQLV1.04%$104

QQQ0.47%$47

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

SQLV$104 − $60 = $44

QQQ$47 − $18 = $29

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SQLV, QQQ, IJR, IWF

Today

57.7%most shared, QQQ and IWF

SQLVQQQIJRIWF

SQLV—0.0%15.2%0.0%

QQQ0.0%—0.0%57.7%

IJR15.2%0.0%—0.1%

IWF0.0%57.7%0.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+25.3%SQLV, at 16.5% volatility

IJRWorst drop−9.7%16.2% vol

SQLVWorst drop−7.7%16.5% vol

IWFWorst drop−14.6%19.4% vol

QQQWorst drop−14.8%21.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJRSQLV

+15.5%Year to date+21.1%

1.2%Yield1.0%

+17.6%Past year+25.3%

0.06%Fee0.60%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

QQQM vs QQQ

YTD

InvescoQQQM

+7.2%

QQQInvesco

+7.2%

+7.2%Year to date+7.2%

0.15% · $15Fee · on $10k a year0.18% · $18

$107BAssets$469B

1–0QQQM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

−0.3%

QQQInvesco

+7.2%

−0.3%Year to date+7.2%

0.94% · $94Fee · on $10k a year0.18% · $18

$27.1BAssets$469B

2–0QQQ wins

End-of-day Nov 6, 2026