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$17,509QQQ · 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%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B1.8

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%$39M1.9

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−14.8%21.3%$469B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: SQLV 2017 · QQQ 1999 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

QQQ

SQLV

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

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

QQQMeasureSQLV

+7.2%Year to dateJan 1 → Nov 6+21.1%

+5.8%1 yearTotal return+25.3%

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

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

0.18%Expense ratio$18 · $60 a year on $10k · lower is better0.60%

0.47%Trailing 12-mo yield$47 · $104 a year on $10k1.04%

−14.8%Worst dropSmaller is better−7.7%

21.3%VolatilityLower is calmer16.5%

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

3–5SQLV wins

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

More Ways to See the Pairs

QQQ vs SQLV: Top 5 Holdings

Today

QQQ

31.6%in top 5

SQLV

in top 54.8%

QQQStockSQLV

8.7%AAPLnot top 5

7.6%NVDAnot top 5

6.9%MSFTnot top 5

4.9%AMZNnot top 5

3.5%MUnot top 5

not top 5DXC1.2%

not top 5KD1.0%

not top 5KSS0.9%

not top 5EMBC0.9%

not top 5HRB0.9%

Held in common0.0%

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

QQQ vs SQLV Returns, Every Period

InvescoQQQ

+11.9%

5 years, per year

SQLVFranklin Templeton

+7.2%

5 years, per year

QQQSQLVFaded: behind in that period

2–2Level

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

Core vs Stocks: QQQ vs IJR

YTD

InvescoQQQ

+7.2%

IJRiShares

+15.5%

+7.2%Year to date+15.5%

−14.8%Worst drop · 1Y−9.7%

21.3%Volatility · 1Y16.2%

0.5%Yield1.2%

$469BAssets$104B

4–0IJR wins

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

Yields: SQLV, QQQ, IJR

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

SQLV1.04%$104

QQQ0.47%$47

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

KeptFee

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

Return vs Bumpiness: 3 ETFs

+25.3%SQLV, at 16.5% volatility

IJRWorst drop−9.7%16.2% vol

SQLVWorst drop−7.7%16.5% 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 Three

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

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

$29.1BAssets$469B

2–0QQQ wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026