SQLT vs IJR

ASQLT

BIJR

Measures won0–2IJR wins · of 6 · 3Y

$10,000 · 3Y$19,673VUG · IJR $16,862

Lowest cost0.03%VUG · $3 on $10k

Most income1.21%IJR · $121 on $10k

Smallest drop−9.7%IJR · worst fall in 1Y

Held in common27.0%SQLT and IJR

SQLT

IJR

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7MiShares Core S&P Small-Cap ETF · $106B

[…]3 years · per year[…] · $16,862+19.0%

[…]5 years · per year[…] · $13,468+6.1%

0.20%Expense ratio$20 · $6 on $10k · lower wins0.06%

0.48%12-mo yield$48 · $121 on $10k1.21%

[…]Worst dropSmaller wins−9.7%

[…]VolatilityLower wins15.8%

0–2IJR wins

$10,000 · 3 yearsAll three, one scale

Shared top holdingsSQLT · IJR

0.5%PAYC0.6%

0.4%GKOS0.8%

0.4%EPAM0.4%

0.3%AWI0.4%

Held in common27.0%

End-of-day Nov 3, 2026 · $10,000 3 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

3Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B
3	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	−0.3%	new	new	new	new	[…]	$7M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

3Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B
3	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	−0.3%	new	new	new	new	[…]	$7M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SQLT vs IJR

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

IJR

iShares Core S&P Small-Cap

$16,862

MeasureSQLTIJR

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield0.48%1.21%

5 years, per year[…]+6.1%

3 years, per year[…]+19.0%

Worst drop · 1Y[…]−9.7%

Volatility · 1Y[…]15.8%

2–0measures won
IJR first

27.0%

holdings shared

Nov 3, 2026 · $10,000 three years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: SQLT, IJR, VUG

Today

27.0%most shared, SQLT and IJR

SQLTIJRVUG

SQLT—27.0%0.0%

IJR27.0%—0.0%

VUG0.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

VUG$41 − $3 = $38

SQLT$48 − $20 = $28

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee