SQLT vs IJR

ASQLT

BIJR

Measures won0–2IJR wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · IJR $13,136

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	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
3	IWM	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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	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
3	IWM	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 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

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

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

Overlap: SQLT, IWM, IJR, VUG

Today

48.0%most shared, IWM and IJR

SQLTIWMIJRVUG

SQLT—26.6%27.0%0.0%

IWM26.6%—48.0%0.0%

IJR27.0%48.0%—0.0%

VUG0.0%0.0%0.0%—

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

IWM$101 − $19 = $82

VUG$43 − $3 = $40

SQLT$49 − $20 = $29

KeptFee

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