SQLT vs IJH

ASQLT

BIJH

Measures won0–2IJH wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV · IVV $18,118

Lowest cost0.03%IVV · $3 on $10k

Most income1.80%VTV · $180 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common39.2%SQLT and IJH

SQLT

IJH

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7MiShares Core S&P Mid-Cap ETF · $125B

[…]3 years · per year[…] · $16,594+18.4%

[…]5 years · per year[…] · $14,620+7.9%

0.20%Expense ratio$20 · $5 on $10k · lower wins0.05%

0.48%12-mo yield$48 · $121 on $10k1.21%

[…]Worst dropSmaller wins−8.8%

[…]VolatilityLower wins15.0%

0–2IJH wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSQLT · IJH

0.8%THC0.6%

0.6%PR0.6%

0.8%WWD0.6%

0.8%RGLD0.6%

Held in common39.2%

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 Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
3	BIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B
4	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	+1.2%	new	new	new	new	[…]	$7M

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

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
3	BIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B
4	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	+1.2%	new	new	new	new	[…]	$7M

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

SQLT vs IJH

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

IJH

iShares Core S&P Mid-Cap

$14,620

MeasureSQLTIJH

Fee0.20%0.05%

Cost on $10k a year$20$5

Yield0.48%1.21%

5 years, per year[…]+7.9%

3 years, per year[…]+18.4%

Worst drop · 1Y[…]−8.8%

Volatility · 1Y[…]15.0%

2–0measures won
IJH first

39.2%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

Overlap: SQLT, IJH, IVV, VTV

Today

43.5%most shared, IVV and VTV

SQLTIJHIVVVTV

SQLT—39.2%0.4%0.0%

IJH39.2%—0.0%0.2%

IVV0.4%0.0%—43.5%

VTV0.0%0.2%43.5%—

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

IJH$121 − $5 = $116

IVV$109 − $3 = $106

SQLT$48 − $20 = $28

KeptFee

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