Compare · 3 funds side by side · dividends reinvested

SQLV, QQQ and IJR

SQLVFranklin Templeton×QQQInvesco×IJRiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,068QQQ · best of the three

02 / 04

SQLV, QQQ and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$104B1.8

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.7%+29.4%+16.2%+7.1%−7.7%16.6%$39M1.9

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: SQLV 2017 · QQQ 1999 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Small-Cap ETF · $104B$13,254

IJR

SQLV

Royce Quant Small-Cap Quality Value ETF · $39M$14,089

$10,000 five years ago, dividends reinvested · they hold 15.2% in common

IJRMeasureSQLV

+18.9%Year to dateJan 1 → Nov 9+23.7%

+22.8%1 yearTotal return+29.4%

+17.4%3 years · per year$10,000 became $16,193 · $15,678+16.2%

+5.8%5 years · per year$10,000 became $13,254 · $14,089+7.1%

0.06%Expense ratio$6 · $60 a year on $10k · lower is better0.60%

1.21%Trailing 12-mo yield$121 · $102 a year on $10k1.02%

−9.7%Worst dropSmaller is better−7.7%

16.4%VolatilityLower is calmer16.6%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IJR vs SQLV: Top 5 Holdings

Today

IJR

2.6%in top 5

SQLV

in top 54.9%

IJRStockSQLV

not top 5DXC1.3%

not top 5KD1.0%

not top 5HRB0.9%

not top 5EMBC0.9%

not top 5KSS0.9%

0.5%PAYCnot top 5

0.5%RHPnot top 5

0.5%MTCHnot top 5

0.5%LTHnot top 5

0.5%VSATnot top 5

Held in common15.2%

End-of-day Nov 9, 2026 · share of each fund

IJR vs SQLV Returns, Every Period

iSharesIJR

+5.8%

5 years, per year

SQLVFranklin Templeton

+7.1%

5 years, per year

IJRSQLVFaded: behind in that period

1–3SQLV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IJR vs SQLV

YTD

iSharesIJR

+18.9%

SQLVFranklin Templeton

+23.7%

+18.9%Year to date+23.7%

−9.7%Worst drop · 1Y−7.7%

16.4%Volatility · 1Y16.6%

1.2%Yield1.0%

$104BAssets$38.9M

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, QQQ, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

QQQ0.18%$18

SQLV0.60%$60

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SQLV, QQQ, IJR

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

SQLV1.02%$102

QQQ0.46%$46

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

SQLV$102 − $60 = $42

QQQ$46 − $18 = $28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SQLV, QQQ, IJR

Today

15.2%most shared, SQLV and IJR

SQLVQQQIJR

SQLV—0.0%15.2%

QQQ0.0%—0.0%

IJR15.2%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.4%SQLV, at 16.6% volatility

IJRWorst drop−9.7%16.4% vol

SQLVWorst drop−7.7%16.6% vol

QQQWorst drop−14.8%21.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IJRSQLV

+18.9%Year to date+23.7%

1.2%Yield1.0%

+22.8%Past year+29.4%

0.06%Fee0.60%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

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

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+9.9%

QQQInvesco

+11.0%

+9.9%Year to date+11.0%

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

$29.1BAssets$446B

2–0QQQ wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026