Compare · 2 funds side by side · dividends reinvested

SQLV and SPYM

SQLVFranklin Templeton×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,126SPYM · best of the two

02 / 04

SQLV and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.4

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%0.99%+27.7%+33.0%+18.7%+8.7%−7.7%16.0%$41M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: SQLV 2017 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $41M$16,710

SQLV

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$19,186

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

SQLVMeasureSPYM

+27.7%Year to dateJan 1 → Nov 4+13.4%

+33.0%1 yearTotal return+13.5%

+18.7%3 years · per year$10,000 became $16,710 · $19,186+24.3%

+8.7%5 years · per year$10,000 became $15,155 · $18,126+12.6%

0.60%Expense ratio$60 · $2 a year on $10k · lower is better0.02%

0.99%Trailing 12-mo yield$99 · $101 a year on $10k1.01%

−7.7%Worst dropSmaller is better−8.9%

16.0%VolatilityLower is calmer12.8%

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

3–5SPYM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SQLV vs SPYM: Top 5 Holdings

Today

SQLV

4.5%in top 5

SPYM

in top 527.3%

SQLVStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

1.1%DXCnot top 5

0.9%KSSnot top 5

0.9%HRBnot top 5

0.8%EMBCnot top 5

0.8%QLYSnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

SQLV vs SPYM Returns, Every Period

Franklin TempletonSQLV

+8.7%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

SQLVSPYMFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: SQLV vs SPYM

YTD

Franklin TempletonSQLV

+27.7%

SPYMSPDR

+13.4%

+27.7%Year to date+13.4%

−7.7%Worst drop · 1Y−8.9%

16.0%Volatility · 1Y12.8%

1.0%Yield1.0%

$41.0MAssets$182B

2–1SQLV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SQLV0.60%$60

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SQLV, SPYM

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

SQLV0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

SQLV$99 − $60 = $39

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SQLV, SPYM

Today

0.0%most shared, SQLV and SPYM

SQLVSPYM

SQLV—0.0%

SPYM0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+33.0%SQLV, at 16.0% volatility

SPYMWorst drop−8.9%12.8% vol

SQLVWorst drop−7.7%16.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMSQLV

+13.4%Year to date+27.7%

1.0%Yield1.0%

+13.5%Past year+33.0%

0.02%Fee0.60%

2–1SQLV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026