SQLT vs IWM

ASQLT

BIWM

Measures won0–2IWM wins · of 6 · 5Y

$10,000 · 5Y$13,830IJH · IJR $13,136

Lowest cost0.05%IJH · $5 on $10k

Most income1.26%IJH · $126 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common26.6%SQLT and IWM

SQLT

IWM

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7MiShares Russell 2000 ETF · $75.4B

[…]3 years · per year[…] · $17,029+19.4%

[…]5 years · per year[…] · $12,637+4.8%

0.20%Expense ratio$20 · $19 on $10k · lower wins0.19%

0.49%12-mo yield$49 · $101 on $10k1.01%

[…]Worst dropSmaller wins−11.1%

[…]VolatilityLower wins18.7%

0–2IWM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSQLT · IWM

0.4%GKOS0.5%

0.3%MOG-A0.3%

0.3%KRYS0.3%

0.5%IDCC0.3%

Held in common26.6%

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	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
2	IJR	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
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$75.4B
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	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
2	IJR	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
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$75.4B
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 IWM

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

IWM

iShares Russell 2000

$12,637

MeasureSQLTIWM

Fee0.20%0.19%

Cost on $10k a year$20$19

Yield0.49%1.01%

5 years, per year[…]+4.8%

3 years, per year[…]+19.4%

Worst drop · 1Y[…]−11.1%

Volatility · 1Y[…]18.7%

2–0measures won
IWM first

26.6%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$75.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SQLT, IWM, IJR, IJH

Today

48.0%most shared, IWM and IJR

SQLTIWMIJRIJH

SQLT—26.6%27.0%39.2%

IWM26.6%—48.0%12.8%

IJR27.0%48.0%—0.0%

IJH39.2%12.8%0.0%—

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

IJR$124 − $6 = $118

IWM$101 − $19 = $82

SQLT$49 − $20 = $29

KeptFee

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