Compare · 3 funds side by side · dividends reinvested

VB, SQLT and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,830IJH · best of the three

02 / 04

VB, SQLT and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.28%+11.2%+14.6%+18.5%+5.9%−9.0%16.2%$76.9B1.4

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$125B1.6

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.49%[…][…][…][…][…][…]$7M3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: VB 2004 · SQLT 2026 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap ETF · $76.9B$13,310

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7M[…]

$10,000 five years ago, dividends reinvested · they hold 26.8% in common

VBMeasureSQLT

+11.2%Year to dateJan 1 → Nov 5[…]

+14.6%1 yearTotal return[…]

+18.5%3 years · per year$10,000 became $16,641 · […][…]

+5.9%5 years · per year$10,000 became $13,310 · […][…]

0.03%Expense ratio$3 · $20 a year on $10k · lower is better0.20%

1.28%Trailing 12-mo yield$129 · $49 a year on $10k0.49%

−9.0%Worst dropSmaller is better[…]

16.2%VolatilityLower is calmer[…]

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

2–0VB wins

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

More Ways to See the Pairs

VB vs SQLT: Top 5 Holdings

Today

2.9%in top 5

SQLT

in top 54.9%

VBStockSQLT

not top 5MANH1.1%

not top 5NFG1.1%

not top 5EXEL0.9%

not top 5RGLD0.9%

not top 5MEDP0.9%

0.7%NTRAnot top 5

0.6%TWLOnot top 5

0.5%RVMDnot top 5

0.5%ILMNnot top 5

0.5%Pnot top 5

Held in common26.8%

End-of-day Nov 5, 2026 · share of each fund

VB vs SQLT Returns, Every Period

VanguardVB

+14.6%

past year

SQLTiShares

[…]

past year

Returns […]

VBSQLTFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

VB vs IJH

YTD

VanguardVB

+11.2%

IJHiShares

+9.5%

+11.2%Year to date+9.5%

−9.0%Worst drop · 1Y−8.8%

16.2%Volatility · 1Y15.5%

1.3%Yield1.3%

$76.9BAssets$125B

2–1IJH wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VB, SQLT, IJH

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

IJH0.05%$5

SQLT0.20%$20

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VB, SQLT, IJH

1.28%highest, VB

FundTrailing yieldYield$10k

VB1.28%$129

IJH1.26%$126

SQLT0.49%$49

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$126most kept, VB

VB$129 − $3 = $126

IJH$126 − $5 = $121

SQLT$49 − $20 = $29

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VB, SQLT, IJH

Today

41.6%most shared, VB and IJH

VBSQLTIJH

VB—26.8%41.6%

SQLT26.8%—39.2%

IJH41.6%39.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.6%VB, at 16.2% volatility

IJHWorst drop−8.8%15.5% vol

VBWorst drop−9.0%16.2% vol

SQLTWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VBIJH

+11.2%Year to date+9.5%

1.3%Yield1.3%

+14.6%Past year+12.9%

0.03%Fee0.05%

3–0VB wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026