SQLT vs IWM

ASQLT

BIWM

Measures won0–2IWM wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · VO $14,290

Lowest cost0.03%VUG · $3 on $10k

Most income1.34%VO · $134 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common26.5%SQLT and IWM

SQLT

IWM

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7MiShares Russell 2000 ETF · $75.8B

[…]3 years · per year[…] · $18,002+21.6%

[…]5 years · per year[…] · $13,509+6.2%

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

0.48%12-mo yield$48 · $96 on $10k0.96%

[…]Worst dropSmaller wins−11.1%

[…]VolatilityLower wins18.2%

0–2IWM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSQLT · IWM

0.4%GKOS0.5%

0.4%MOG-A0.3%

0.5%IDCC0.3%

0.3%KRYS0.3%

Held in common26.5%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$75.8B
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$75.8B
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 IWM

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

IWM

iShares Russell 2000

$13,509

MeasureSQLTIWM

Fee0.20%0.19%

Cost on $10k a year$20$19

Yield0.48%0.96%

5 years, per year[…]+6.2%

3 years, per year[…]+21.6%

Worst drop · 1Y[…]−11.1%

Volatility · 1Y[…]18.2%

2–0measures won
IWM first

26.5%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: SQLT, IWM, VUG, VO

Today

26.5%most shared, SQLT and IWM

SQLTIWMVUGVO

SQLT—26.5%0.0%0.0%

IWM26.5%—0.0%0.0%

VUG0.0%0.0%—10.2%

VO0.0%0.0%10.2%—

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

IWM$96 − $19 = $77

VUG$40 − $3 = $37

SQLT$48 − $20 = $28

KeptFee

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