SQLT vs IJR

ASQLT

BIJR

Measures won0–2IJR wins · of 6 · 5Y

$10,000 · 5Y$17,493SPY · IWF $15,892

Lowest cost0.06%IJR · $6 on $10k

Most income1.21%IJR · $121 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common26.8%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[…] · $16,193+17.4%

[…]5 years · per year[…] · $13,254+5.8%

0.20%Expense ratio$20 · $6 on $10k · lower wins0.06%

0.48%12-mo yield$48 · $121 on $10k1.21%

[…]Worst dropSmaller wins−9.7%

[…]VolatilityLower wins16.4%

0–2IJR wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSQLT · IJR

0.5%EPAM0.5%

0.4%PAYC0.5%

0.4%AWI0.4%

0.3%TTD0.3%

Held in common26.8%

End-of-day Nov 9, 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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$103.8B
4	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	+2.8%	new	new	new	new	[…]	$7M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$103.8B
4	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	+2.8%	new	new	new	new	[…]	$7M

End-of-day Nov 9, 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

$13,254

MeasureSQLTIJR

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield0.48%1.21%

5 years, per year[…]+5.8%

3 years, per year[…]+17.4%

Worst drop · 1Y[…]−9.7%

Volatility · 1Y[…]16.4%

2–0measures won
IJR first

26.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: SQLT, SPY, IJR, IWF

Today

55.9%most shared, SPY and IWF

SQLTSPYIJRIWF

SQLT—0.4%26.8%0.6%

SPY0.4%—0.0%55.9%

IJR26.8%0.0%—0.1%

IWF0.6%55.9%0.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

SPY$101 − $9 = $92

SQLT$48 − $20 = $28

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee