Compare · 2 funds side by side · dividends reinvested

SQLT and SPY

SQLTiShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,688SPY · best of the two

02 / 03

SQLT and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B1.0

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: SQLT 2026 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $798B$19,046

SPY

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7M[…]

$10,000 three years ago, dividends reinvested · they hold 0.4% in common

SPYMeasureSQLT

+11.5%Year to dateJan 1 → Nov 3[…]

+11.8%1 yearTotal return[…]

+24.0%3 years · per year$10,000 became $19,046 · […][…]

+12.1%5 years · per year$10,000 became $17,688 · […][…]

0.09%Expense ratio$9 · $20 a year on $10k · lower is better0.20%

1.01%Trailing 12-mo yield$101 · $48 a year on $10k0.48%

−8.9%Worst dropSmaller is better[…]

12.8%VolatilityLower is calmer[…]

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

2–0SPY wins

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

More Ways to See the Pairs

SPY vs SQLT: Top 5 Holdings

Today

SPY

27.4%in top 5

SQLT

in top 54.9%

SPYStockSQLT

7.8%NVDAnot top 5

7.7%AAPLnot top 5

5.9%MSFTnot top 5

3.6%AMZNnot top 5

2.5%GOOGLnot top 5

not top 5NFG1.2%

not top 5MANH1.1%

not top 5EXEL0.9%

not top 5MEDP0.9%

not top 5RGLD0.8%

Held in common0.4%

End-of-day Nov 3, 2026 · share of each fund

SPY vs SQLT Returns, Every Period

SPDRSPY

+11.8%

past year

SQLTiShares

[…]

past year

Returns […]

SPYSQLTFaded: behind in that period

0–0Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Core vs Stocks: SPY vs SQLT

YTD

SPDRSPY

+11.5%

SQLTiShares

[…]

+11.5%Year to date[…]

−8.9%Worst drop · 1Y[…]

12.8%Volatility · 1Y[…]

1.0%Yield0.5%

$798BAssets$6.8M

1–0SPY wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLT, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

SQLT0.20%$20

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SQLT, SPY

1.01%highest, SPY

FundTrailing yieldYield$10k

SPY1.01%$101

SQLT0.48%$48

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

SQLT$48 − $20 = $28

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SQLT, SPY

Today

0.4%most shared, SQLT and SPY

SQLTSPY

SQLT—0.4%

SPY0.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.8%SPY, at 12.8% volatility

SPYWorst drop−8.9%12.8% vol

SQLTWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026