Compare · 3 funds side by side · dividends reinvested

SQLT, SPYM and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

SQLT, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.8

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.49%[…][…][…][…][…][…]$7M3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: SQLT 2026 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SQLT

IVV

iShares Core S&P 500 ETF · $850B$18,221

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

SQLTMeasureIVV

[…]Year to dateJan 1 → Nov 5+8.4%

[…]1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,221+22.1%

[…]5 years · per year$10,000 became […] · $17,151+11.4%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

0.49%Trailing 12-mo yield$49 · $114 a year on $10k1.14%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.6%

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

0–2IVV wins

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

More Ways to See the Pairs

SQLT vs IVV: Top 5 Holdings

Today

SQLT

4.9%in top 5

IVV

in top 527.7%

SQLTStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

1.1%MANHnot top 5

1.1%NFGnot top 5

0.9%EXELnot top 5

0.9%RGLDnot top 5

0.9%MEDPnot top 5

Held in common0.4%

End-of-day Nov 5, 2026 · share of each fund

SQLT vs IVV Returns, Every Period

iSharesSQLT

[…]

past year

IVViShares

+9.7%

past year

Returns […]

SQLTIVVFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: SQLT vs IVV

YTD

iSharesSQLT

[…]

IVViShares

+8.4%

[…]Year to date+8.4%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.6%

0.5%Yield1.1%

$6.7MAssets$850B

1–0IVV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLT, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SQLT0.20%$20

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SQLT, SPYM, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SPYM1.06%$106

SQLT0.49%$49

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$106 − $2 = $104

SQLT$49 − $20 = $29

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SQLT, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

SQLTSPYMIVV

SQLT—0.4%0.4%

SPYM0.4%—99.9%

IVV0.4%99.9%—

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

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

SQLTWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSPYM

+8.4%Year to date+8.4%

1.1%Yield1.1%

+9.7%Past year+9.8%

0.03%Fee0.02%

2–0SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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