Compare · 3 funds side by side · dividends reinvested

SQLV, VO and SPY

SQLVFranklin Templeton×VOVanguard×SPYSPDR×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,337SPY · best of the three

Story of the three · IncomeMost incomeVO · 1.33% · $133 a year on $10k

Story of the three · RiskSmallest drop

SQLV, VO and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B1.6

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.9%+28.0%+15.7%+6.6%−7.7%16.6%$40M2.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+12.3%+12.7%+21.8%+11.8%−8.9%13.7%$793B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: SQLV 2017 · VO 2004 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

1Y

Royce Quant Small-Cap Quality Value ETF · $40M$12,586

SQLV

SPY

State Street SPDR S&P 500 ETF · $793B$11,205

$10,000 one year ago, dividends reinvested · they hold 0.0% in common

SQLVMeasure

More Ways to See the Pairs

SQLV vs SPY: Top 5 Holdings

Today

SQLV

4.9%in top 5

SPY

in top 526.9%

SQLVStockSPY

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

not top 5AMZN4.1%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: SQLV, VO, SPY

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SPY0.09%$9

SQLV0.60%$60

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: SQLV, VO, SPY

1Y

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPY

+23.9%Year to dateJan 1 → Nov 12+12.3%

+28.0%1 yearTotal return+12.7%

+15.7%3 years · per year$10,000 became $15,474 · $18,083+21.8%

+6.6%5 years · per year$10,000 became $13,771 · $17,481+11.8%

0.60%Expense ratio$60 · $9 a year on $10k · lower is better0.09%

1.02%Trailing 12-mo yield$102 · $100 a year on $10k1.00%

−7.7%Worst dropSmaller is better−8.9%

16.6%VolatilityLower is calmer13.7%

SQLVSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.3%DXCnot top 5

1.0%KDnot top 5

0.9%KSSnot top 5

0.9%EMBCnot top 5

0.8%FHInot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

SQLV vs SPY Returns, Every Period

5Y

Franklin TempletonSQLV

+6.6%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

SQLVSPYFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

SQLV vs VO

YTD

Franklin TempletonSQLV

+23.9%

VOVanguard

+15.0%

+23.9%Year to date+15.0%

−7.7%Worst drop · 1Y−8.2%

16.6%Volatility · 1Y13.1%

1.0%Yield1.3%

$39.6MAssets$103B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1.33%highest, VO

FundTrailing yieldYield$10k

VO1.33%$133

SQLV1.02%$102

SPY1.00%$100

End-of-day Nov 12, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$130most kept, VO

VO$133 − $3 = $130

SPY$100 − $9 = $91

SQLV$102 − $60 = $42

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SQLV, VO, SPY

Today

16.1%most shared, VO and SPY

SQLVVOSPY

SQLV—0.0%0.0%

VO0.0%—16.1%

SPY0.0%16.1%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+28.0%SQLV, at 16.6% volatility

VOWorst drop−8.2%13.1% vol

SPYWorst drop−8.9%13.7% vol

SQLVWorst drop−7.7%16.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

VOSQLV

+15.0%Year to date+23.9%

1.3%Yield1.0%

+15.0%Past year+28.0%

0.03%Fee0.60%

2–2level

End-of-day Nov 12, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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SQLV, VO and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three