SQLT vs IWF

ASQLT

BIWF

Measures won1–1level · of 6 · 3Y

$10,000 · 3Y$16,699IWF · JEPQ $16,188

Lowest cost0.18%IWF · $18 on $10k

Most income12.37%JEPQ · $1,237 on $10k

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common0.6%SQLT and IWF

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7MiShares Russell 1000 Growth ETF · $118B

[…]3 years · per year[…] · $16,699+18.6%

[…]5 years · per year[…] · $15,505+9.2%

0.20%Expense ratio$20 · $18 on $10k · lower wins0.18%

0.48%12-mo yield$48 · $38 on $10k0.38%

Cards for this view

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

IWF

iShares Russell 1000 Growth

$16,699

MeasureSQLTIWF

Fee0.20%0.18%

Cost on $10k a year$20$18

Yield0.48%0.38%

5 years, per year[…]+9.2%

3 years, per year[…]+18.6%

Worst drop · 1Y[…]−14.6%

Volatility · 1Y[…]19.6%

#
1	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−1.1%	−2.6%	−3.9%	+18.6%	+9.2%	−14.6%	$117.8B
2	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.1B
3	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	0.0%	new	new	new	new	[…]	$7M

#
1	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−1.1%	−2.6%	−3.9%	+18.6%	+9.2%	−14.6%	$117.8B
2	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.1B
3	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	0.0%	new	new	new	new	[…]	$7M

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