IWM vs SQLT

AIWM

BSQLT

Measures won2–0IWM wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · IWM $12,637

Lowest cost0.03%VUG · $3 on $10k

Most income1.01%IWM · $101 on $10k

Smallest drop−11.1%IWM · worst fall in 1Y

Held in common26.6%IWM and SQLT

IWM

SQLT

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

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

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

0.19%Expense ratio$19 · $20 on $10k · lower wins0.20%

1.01%12-mo yield$101 · $49 on $10k0.49%

−11.1%Worst dropSmaller wins[…]

18.7%VolatilityLower wins[…]

2–0IWM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWM · SQLT

0.5%GKOS0.4%

0.3%MOG-A0.3%

0.3%KRYS0.3%

0.3%IDCC0.5%

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 Three

5Y3 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	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$75.4B
3	BSQLT	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 Three

5Y3 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	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$75.4B
3	BSQLT	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

IWM vs SQLT

IWM

iShares Russell 2000

$12,637

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

MeasureIWMSQLT

Fee0.19%0.20%

Cost on $10k a year$19$20

Yield1.01%0.49%

5 years, per year+4.8%[…]

3 years, per year+19.4%[…]

Worst drop · 1Y−11.1%[…]

Volatility · 1Y18.7%[…]

2–0measures won
IWM first

26.6%

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, VUG

Today

26.6%most shared, SQLT and IWM

SQLTIWMVUG

SQLT—26.6%0.0%

IWM26.6%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$82most kept, IWM

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