IWM vs SQLT

AIWM

BSQLT

Measures won2–0IWM wins · of 6 · 5Y

$10,000 · 5Y$13,867VO · IWM $12,845

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%IWM and SQLT

IWM

SQLT

iShares Russell 2000 ETF · $77.9BiShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7M

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

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

0.19%Expense ratio$19 · $20 on $10k · lower wins0.20%

0.97%12-mo yield$97 · $48 on $10k0.48%

−11.1%Worst dropSmaller wins[…]

18.8%VolatilityLower wins[…]

2–0IWM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWM · SQLT

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 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	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
2	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	+3.2%	+15.5%	+18.7%	+19.8%	+5.1%	−11.1%	$77.9B
3	BSQLT	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

5Y3 funds

#
1	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
2	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	+3.2%	+15.5%	+18.7%	+19.8%	+5.1%	−11.1%	$77.9B
3	BSQLT	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

IWM vs SQLT

IWM

iShares Russell 2000

$12,845

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

MeasureIWMSQLT

Fee0.19%0.20%

Cost on $10k a year$19$20

Yield0.97%0.48%

5 years, per year+5.1%[…]

3 years, per year+19.8%[…]

Worst drop · 1Y−11.1%[…]

Volatility · 1Y18.8%[…]

2–0measures won
IWM first

26.3%

holdings shared

Nov 9, 2026 · $10,000 five 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%

$77.9BAssets$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%

$122BAssets$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: IWM, SQLT, VO

Today

26.3%most shared, IWM and SQLT

IWMSQLTVO

IWM—26.3%0.0%

SQLT26.3%—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