SQLT vs IJH

ASQLT

BIJH

Measures won0–2IJH wins · of 6 · 5Y

$10,000 · 5Y$17,416VOO · IWF $15,699

Lowest cost0.03%VOO · $3 on $10k

Most income1.22%IJH · $122 on $10k

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

Held in common39.1%SQLT and IJH

SQLT

IJH

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7MiShares Core S&P Mid-Cap ETF · $125B

[…]3 years · per year[…] · $15,596+16.0%

[…]5 years · per year[…] · $13,971+6.9%

0.20%Expense ratio$20 · $5 on $10k · lower wins0.05%

0.48%12-mo yield$48 · $122 on $10k1.22%

[…]Worst dropSmaller wins−8.8%

[…]VolatilityLower wins15.7%

0–2IJH wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSQLT · IJH

1.0%RGLD0.7%

0.8%THC0.7%

0.8%WWD0.6%

0.7%ITT0.6%

Held in common39.1%

End-of-day Nov 10, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−0.9%	−3.4%	−2.9%	+19.1%	+9.4%	−14.6%	$118.1B
3	BIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−0.1%	+13.2%	+15.7%	+16.0%	+6.9%	−8.8%	$125.2B
4	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	−0.2%	new	new	new	new	[…]	$7M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−0.9%	−3.4%	−2.9%	+19.1%	+9.4%	−14.6%	$118.1B
3	BIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−0.1%	+13.2%	+15.7%	+16.0%	+6.9%	−8.8%	$125.2B
4	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	−0.2%	new	new	new	new	[…]	$7M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SQLT vs IJH

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

IJH

iShares Core S&P Mid-Cap

$13,971

MeasureSQLTIJH

Fee0.20%0.05%

Cost on $10k a year$20$5

Yield0.48%1.22%

5 years, per year[…]+6.9%

3 years, per year[…]+16.0%

Worst drop · 1Y[…]−8.8%

Volatility · 1Y[…]15.7%

2–0measures won
IJH first

39.1%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

+10.9%Year to date+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026

Overlap: SQLT, VOO, IJH, IWF

Today

59.3%most shared, VOO and IWF

SQLTVOOIJHIWF

SQLT—0.3%39.1%0.6%

VOO0.3%—0.1%59.3%

IJH39.1%0.1%—1.9%

IWF0.6%59.3%1.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$117most kept, IJH

IJH$122 − $5 = $117

VOO$108 − $3 = $105

SQLT$48 − $20 = $28

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee