SQLT vs IWF

ASQLT

BIWF

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,842VTV · IWF $16,499

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common0.6%SQLT and IWF

SQLT

IWF

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7MiShares Russell 1000 Growth ETF · $120B

[…]3 years · per year[…] · $18,494+22.7%

[…]5 years · per year[…] · $16,499+10.5%

0.20%Expense ratio$20 · $18 on $10k · lower wins0.18%

0.48%12-mo yield$48 · $37 on $10k0.37%

[…]Worst dropSmaller wins−15.6%

[…]VolatilityLower wins18.3%

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSQLT · IWF

0.7%WWD0.1%

0.9%MEDP0.0%

1.1%MANH0.0%

0.5%LSCC0.0%

Held in common0.6%

End-of-day Nov 3, 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%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B
4	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	−0.3%	new	new	new	new	[…]	$7M

End-of-day Nov 3, 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%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B
4	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	−0.3%	new	new	new	new	[…]	$7M

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

Cards for this view

SQLT vs IWF

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

IWF

iShares Russell 1000 Growth

$16,499

MeasureSQLTIWF

Fee0.20%0.18%

Cost on $10k a year$20$18

Yield0.48%0.37%

5 years, per year[…]+10.5%

3 years, per year[…]+22.7%

Worst drop · 1Y[…]−15.6%

Volatility · 1Y[…]18.3%

1–1measures won
level

0.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

Overlap: SQLT, IWF, VTV, IJR

Today

27.0%most shared, SQLT and IJR

SQLTIWFVTVIJR

SQLT—0.6%0.0%27.0%

IWF0.6%—12.2%0.1%

VTV0.0%12.2%—0.0%

IJR27.0%0.1%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IJR$121 − $6 = $115

SQLT$48 − $20 = $28

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee