IJR vs SQLT

AIJR

BSQLT

Measures won2–0IJR wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IJR $13,170

Lowest cost0.03%VUG · $3 on $10k

Most income1.24%IJR · $124 on $10k

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

Held in common27.0%IJR and SQLT

IJR

SQLT

iShares Core S&P Small-Cap ETF · $104BiShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7M

+17.3%3 years · per year$16,147 · […][…]

+5.7%5 years · per year$13,170 · […][…]

0.06%Expense ratio$6 · $20 on $10k · lower wins0.20%

1.24%12-mo yield$124 · $49 on $10k0.49%

−9.7%Worst dropSmaller wins[…]

16.2%VolatilityLower wins[…]

2–0IJR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJR · SQLT

0.5%EPAM0.5%

0.6%PAYC0.4%

0.4%AWI0.4%

0.5%POOL0.3%

Held in common27.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B
3	BSQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.49%	+0.1%	new	new	new	new	[…]	$7M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B
3	BSQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.49%	+0.1%	new	new	new	new	[…]	$7M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IJR vs SQLT

IJR

iShares Core S&P Small-Cap

$13,170

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

MeasureIJRSQLT

Fee0.06%0.20%

Cost on $10k a year$6$20

Yield1.24%0.49%

5 years, per year+5.7%[…]

3 years, per year+17.3%[…]

Worst drop · 1Y−9.7%[…]

Volatility · 1Y16.2%[…]

2–0measures won
IJR first

27.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IJR, SQLT, VUG

Today

27.0%most shared, IJR and SQLT

IJRSQLTVUG

IJR—27.0%0.0%

SQLT27.0%—0.0%

VUG0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

VUG$42 − $3 = $39

SQLT$49 − $20 = $29

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee