SQLT vs IWM

ASQLT

BIWM

Measures won0–2IWM wins · of 6 · 3Y

$10,000 · 3Y$17,194IWM · VO $16,763

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common26.3%SQLT and IWM

SQLT

IWM

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7MiShares Russell 2000 ETF · $76.6B

[…]3 years · per year[…] · $17,194+19.8%

[…]5 years · per year[…] · $12,845+5.1%

0.20%Expense ratio$20 · $19 on $10k · lower wins0.19%

0.48%12-mo yield$48 · $97 on $10k0.97%

[…]Worst dropSmaller wins−11.1%

[…]VolatilityLower wins18.8%

0–2IWM wins

$10,000 · 3 yearsAll three, one scale

Shared top holdingsSQLT · IWM

0.4%GKOS0.4%

0.3%MOG-A0.3%

0.3%KRYS0.3%

0.3%ALKS0.3%

Held in common26.3%

End-of-day Nov 9, 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	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	+3.2%	+15.5%	+18.7%	+19.8%	+5.1%	−11.1%	$76.6B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	+2.8%	new	new	new	new	[…]	$7M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

3Y3 funds

#
1	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	+3.2%	+15.5%	+18.7%	+19.8%	+5.1%	−11.1%	$76.6B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	+2.8%	new	new	new	new	[…]	$7M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SQLT vs IWM

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

IWM

iShares Russell 2000

$17,194

MeasureSQLTIWM

Fee0.20%0.19%

Cost on $10k a year$20$19

Yield0.48%0.97%

5 years, per year[…]+5.1%

3 years, per year[…]+19.8%

Worst drop · 1Y[…]−11.1%

Volatility · 1Y[…]18.8%

2–0measures won
IWM first

26.3%

holdings shared

Nov 9, 2026 · $10,000 three years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$76.6BAssets$76.9B

1–1level

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

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

Overlap: SQLT, IWM, VO

Today

26.3%most shared, SQLT and IWM

SQLTIWMVO

SQLT—26.3%0.0%

IWM26.3%—0.0%

VO0.0%0.0%—

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IWM$97 − $19 = $78

SQLT$48 − $20 = $28

KeptFee

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