Compare · 3 funds side by side · dividends reinvested

VO, SQLT and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,049IJH · best of the three

02 / 04

VO, SQLT and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.4

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$121B1.6

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$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 9, 2026 · returns include dividends · since: VO 2004 · SQLT 2026 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

SQLT

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

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

VOMeasureSQLT

+13.6%Year to dateJan 1 → Nov 9[…]

+15.6%1 yearTotal return[…]

+18.8%3 years · per year$10,000 became $16,763 · […][…]

+6.8%5 years · per year$10,000 became $13,867 · […][…]

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

1.35%Trailing 12-mo yield$135 · $48 a year on $10k0.48%

−8.2%Worst dropSmaller is better[…]

13.1%VolatilityLower is calmer[…]

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

2–0VO wins

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

More Ways to See the Pairs

VO vs SQLT: Top 5 Holdings

Today

5.3%in top 5

SQLT

in top 55.0%

VOStockSQLT

not top 5MANH1.1%

1.1%NETnot top 5

1.1%VLOnot top 5

not top 5NFG1.1%

1.1%MPCnot top 5

1.0%PSXnot top 5

not top 5RGLD1.0%

1.0%PWRnot top 5

not top 5EXEL0.9%

not top 5MEDP0.9%

Held in common0.0%

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

VO vs SQLT Returns, Every Period

VanguardVO

+15.6%

past year

SQLTiShares

[…]

past year

Returns […]

VOSQLTFaded: behind in that period

0–0Level

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

VO vs IJH

YTD

VanguardVO

+13.6%

IJHiShares

+13.6%

+13.6%Year to date+13.6%

−8.2%Worst drop · 1Y−8.8%

13.1%Volatility · 1Y15.8%

1.4%Yield1.2%

$103BAssets$121B

3–0VO wins

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

Cost, Income and Risk

Fees: VO, SQLT, IJH

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJH0.05%$5

SQLT0.20%$20

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

Yields: VO, SQLT, IJH

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

IJH1.21%$121

SQLT0.48%$48

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IJH$121 − $5 = $116

SQLT$48 − $20 = $28

KeptFee

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

Overlap: VO, SQLT, IJH

Today

39.1%most shared, SQLT and IJH

VOSQLTIJH

VO—0.0%0.2%

SQLT0.0%—39.1%

IJH0.2%39.1%—

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

Return vs Bumpiness: 3 ETFs

+17.5%IJH, at 15.8% volatility

VOWorst drop−8.2%13.1% vol

IJHWorst drop−8.8%15.8% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

VOIJH

+13.6%Year to date+13.6%

1.4%Yield1.2%

+15.6%Past year+17.5%

0.03%Fee0.05%

2–1VO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026