Compare · 4 funds side by side · dividends reinvested

SQLV, SPYM, IVV and VUG

SQLVFranklin Templeton×SPYMSPDR×IVViShares×VUGVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,537SPYM · best of the four

Story of the four · IncomeMost incomeIVV · 1.10% · $110 a year on $10k

Story of the four · RiskSmallest drop

SQLV, SPYM, IVV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$872B2.3

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%$40M2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: SQLV 2017 · SPYM 2005 · IVV 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

3Y

Royce Quant Small-Cap Quality Value ETF · $40M$15,474

SQLV

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SQLV vs VUG: Top 5 Holdings

Today

SQLV

4.9%in top 5

VUG

in top 545.2%

SQLVStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: SQLV, SPYM, IVV, VUG

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

VUG0.03%$3

SQLV0.60%$60

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

VUG

Vanguard Morningstar Growth ETF · $233B$18,430

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

SQLVMeasureVUG

+23.9%Year to dateJan 1 → Nov 11+5.1%

+28.0%1 yearTotal return+3.6%

+15.7%3 years · per year$10,000 became $15,474 · $18,430+22.6%

+6.6%5 years · per year$10,000 became $13,771 · $16,557+10.6%

0.60%Expense ratio$60 · $3 a year on $10k · lower is better0.03%

1.02%Trailing 12-mo yield$102 · $41 a year on $10k0.41%

−7.7%Worst dropSmaller is better−15.1%

16.6%VolatilityLower is calmer19.1%

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

5–3SQLV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

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 11, 2026 · share of each fund

SQLV vs VUG Returns, Every Period

5Y

Franklin TempletonSQLV

+6.6%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

SQLVVUGFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Core: SQLV vs IVV

YTD

Franklin TempletonSQLV

+23.9%

IVViShares

+12.3%

+23.9%Year to date+12.3%

−7.7%Worst drop · 1Y−8.9%

16.6%Volatility · 1Y13.7%

1.0%Yield1.1%

$39.6MAssets$872B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: SQLV, SPYM, IVV, VUG

1Y

1.10%highest, IVV

FundTrailing yieldYield$10k

IVV1.10%$110

SPYM1.02%$102

SQLV1.02%$102

VUG0.41%$41

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$107most kept, IVV

IVV$110 − $3 = $107

SPYM$102 − $2 = $100

SQLV$102 − $60 = $42

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SQLV, SPYM, IVV, VUG

Today

99.9%most shared, SPYM and IVV

SQLVSPYMIVVVUG

SQLV—0.0%0.0%0.0%

SPYM0.0%—99.9%55.0%

IVV0.0%99.9%—55.0%

VUG0.0%55.0%55.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+28.0%SQLV, at 16.6% volatility

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

SQLVWorst drop−7.7%16.6% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSQLV

+12.3%Year to date+23.9%

1.1%Yield1.0%

+12.7%Past year+28.0%

0.03%Fee0.60%

2–2level

End-of-day Nov 11, 2026

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 11, 2026

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SQLV, SPYM, IVV and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four