SQLT vs IJR

ASQLT

BIJR

Measures won0–2IJR wins · of 6 · 5Y

$10,000 · 5Y$17,352QQQ · VUG $16,052

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%SQLT and IJR

SQLT

IJR

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

[…]3 years · per year[…] · $16,200+17.4%

[…]5 years · per year[…] · $13,136+5.6%

0.20%Expense ratio$20 · $6 on $10k · lower wins0.06%

0.49%12-mo yield$49 · $124 on $10k1.24%

[…]Worst dropSmaller wins−9.7%

[…]VolatilityLower wins16.3%

0–2IJR wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSQLT · IJR

0.5%PAYC0.6%

0.4%EPAM0.4%

0.3%AWI0.4%

0.3%POOL0.4%

Held in common27.0%

End-of-day Nov 5, 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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$469.3B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$103.7B
4	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.49%	−3.7%	new	new	new	new	[…]	$7M

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

All Four

5Y4 funds

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$469.3B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$103.7B
4	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.49%	−3.7%	new	new	new	new	[…]	$7M

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

Cards for this view

SQLT vs IJR

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

IJR

iShares Core S&P Small-Cap

$13,136

MeasureSQLTIJR

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield0.49%1.24%

5 years, per year[…]+5.6%

3 years, per year[…]+17.4%

Worst drop · 1Y[…]−9.7%

Volatility · 1Y[…]16.3%

2–0measures won
IJR first

27.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

QQQM vs QQQ

YTD

InvescoQQQM

+5.9%

QQQInvesco

+5.7%

+5.9%Year to date+5.7%

0.15% · $15Fee · on $10k a year0.18% · $18

$107BAssets$469B

2–0QQQM wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

−3.7%

QQQInvesco

+5.7%

−3.7%Year to date+5.7%

0.94% · $94Fee · on $10k a year0.18% · $18

$27.1BAssets$469B

2–0QQQ wins

End-of-day Nov 5, 2026

Overlap: SQLT, IJR, QQQ, VUG

Today

61.1%most shared, QQQ and VUG

SQLTIJRQQQVUG

SQLT—27.0%0.0%0.0%

IJR27.0%—0.0%0.0%

QQQ0.0%0.0%—61.1%

VUG0.0%0.0%61.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

VUG$43 − $3 = $40

QQQ$48 − $18 = $30

SQLT$49 − $20 = $29

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee