IWM vs SQLV

AIWM

BSQLV

Measures won2–4SQLV wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF · SQLV $15,155

Lowest cost0.18%IWF · $18 on $10k

Most income0.99%SQLV · $99 on $10k

Smallest drop−7.7%SQLV · worst fall in 1Y

Held in common12.8%IWM and SQLV

IWM

SQLV

iShares Russell 2000 ETF · $77.4BRoyce Quant Small-Cap Quality Value ETF · $41M

+21.6%3 years · per year$18,002 · $16,710+18.7%

+6.2%5 years · per year$13,509 · $15,155+8.7%

0.19%Expense ratio$19 · $60 on $10k · lower wins0.60%

0.96%12-mo yield$96 · $99 on $10k0.99%

−11.1%Worst dropSmaller wins−7.7%

18.2%VolatilityLower wins16.0%

2–4SQLV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWM · SQLV

0.3%SM0.8%

0.3%QLYS0.8%

0.2%FTDR0.2%

0.2%LGND0.5%

Held in common12.8%

End-of-day Nov 4, 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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$41M
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$41M
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWM vs SQLV

IWM

iShares Russell 2000

$13,509

SQLV

Royce Quant Small-Cap Quality Value

$15,155

MeasureIWMSQLV

Fee0.19%0.60%

Cost on $10k a year$19$60

Yield0.96%0.99%

5 years, per year+6.2%+8.7%

3 years, per year+21.6%+18.7%

Worst drop · 1Y−11.1%−7.7%

Volatility · 1Y18.2%16.0%

3–2measures won
SQLV first

12.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: IWM, SQLV, IWF

Today

12.8%most shared, IWM and SQLV

IWMSQLVIWF

IWM—12.8%0.0%

SQLV12.8%—0.0%

IWF0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

SQLV$99 − $60 = $39

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee