SQLT vs IWM

ASQLT

BIWM

Measures won0–2IWM wins · of 6 · YTD

$10,000 · YTD$11,554IWM · VUG $10,419

Lowest cost0.03%VUG · $3 on $10k

Most income0.97%IWM · $97 on $10k

Smallest drop−11.1%IWM · worst fall in 1Y

Held in common26.3%SQLT and IWM

YTD

SQLT

IWM

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

[…]Year to dateJan 1 → Nov 9+15.5%

[…]1 yearTotal return+18.7%

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 · since Jan 1All 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 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

YTD3 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
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

YTD3 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
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

$11,873

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 one year ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

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

Overlap: SQLT, IWM, VUG

Today

26.3%most shared, SQLT and IWM

SQLTIWMVUG

SQLT—26.3%0.0%

IWM26.3%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$78most kept, IWM

IWM$97 − $19 = $78

VUG$41 − $3 = $38

SQLT$48 − $20 = $28

KeptFee

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