Compare · 3 funds side by side · dividends reinvested

SQLV, SPY and IJH

SQLVFranklin Templeton×SPYSPDR×IJHiShares×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,214SPY · best of the three

Story of the three · IncomeMost incomeIJH · 1.22% · $122 a year on $10k

Story of the three · RiskSmallest drop

SQLV, SPY and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+12.7%+14.0%+16.4%+6.5%−8.8%15.8%$124B1.8

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.03%+22.6%+25.9%+15.8%+6.2%−7.7%16.6%$39M2.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.6%+21.4%+11.5%−8.9%13.7%$806B2.1

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

End-of-day Nov 13, 2026 · returns include dividends · since: SQLV 2017 · SPY 1993 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

3Y

Royce Quant Small-Cap Quality Value ETF · $39M$15,545

SQLV

SPY

State Street SPDR S&P 500 ETF · $806B$17,889

$10,000 three years ago, dividends reinvested · they hold 0.0% in common

SQLV

More Ways to See the Pairs

SQLV vs SPY: Top 5 Holdings

Today

SQLV

4.9%in top 5

SPY

in top 526.8%

SQLVStockSPY

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: SQLV, SPY, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

SPY0.09%$9

SQLV0.60%$60

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: SQLV, SPY, IJH

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Measure

SPY

+22.6%Year to dateJan 1 → Nov 13+11.5%

+25.9%1 yearTotal return+11.6%

+15.8%3 years · per year$10,000 became $15,545 · $17,889+21.4%

+6.2%5 years · per year$10,000 became $13,488 · $17,214+11.5%

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

1.03%Trailing 12-mo yield$103 · $101 a year on $10k1.01%

−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 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.3%DXCnot top 5

1.0%KDnot top 5

0.9%EMBCnot top 5

0.9%KSSnot top 5

0.8%FHInot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

SQLV vs SPY Returns, Every Period

5Y

Franklin TempletonSQLV

+6.2%

5 years, per year

SPYSPDR

+11.5%

5 years, per year

SQLVSPYFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

SQLV vs IJH

YTD

Franklin TempletonSQLV

+22.6%

IJHiShares

+12.7%

+22.6%Year to date+12.7%

−7.7%Worst drop · 1Y−8.8%

16.6%Volatility · 1Y15.8%

1.0%Yield1.2%

$39.3MAssets$124B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.22%highest, IJH

FundTrailing yieldYield$10k

IJH1.22%$122

SQLV1.03%$103

SPY1.01%$101

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$117most kept, IJH

IJH$122 − $5 = $117

SPY$101 − $9 = $92

SQLV$103 − $60 = $43

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SQLV, SPY, IJH

Today

2.6%most shared, SQLV and IJH

SQLVSPYIJH

SQLV—0.0%2.6%

SPY0.0%—0.0%

IJH2.6%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+25.9%SQLV, at 16.6% volatility

SPYWorst drop−8.9%13.7% vol

IJHWorst drop−8.8%15.8% vol

SQLVWorst drop−7.7%16.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

IJHSQLV

+12.7%Year to date+22.6%

1.2%Yield1.0%

+14.0%Past year+25.9%

0.05%Fee0.60%

2–2level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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SQLV, SPY and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three