Compare · 4 funds side by side · dividends reinvested

SQLV, VUG, IVV and SPYM

SQLVFranklin Templeton×VUGVanguard×IVViShares×SPYMSPDR×

02 / 04

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,429SPYM · best of the four

Story of the four · IncomeMost incomeIVV · 1.11% · $111 a year on $10k

Story of the four · RiskSmallest drop

SQLV, VUG, IVV 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%1.03%+10.9%+13.1%+21.5%+11.8%−8.9%13.7%$183B1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$872B2.3

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.5%+28.9%+15.2%+7.1%−7.7%16.6%$40M2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−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 10, 2026 · returns include dividends · since: SQLV 2017 · VUG 2004 · IVV 2000 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

3Y

Royce Quant Small-Cap Quality Value ETF · $40M$15,277

SQLV

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SQLV vs VUG: Top 5 Holdings

Today

SQLV

4.8%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, VUG, IVV, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VUG0.03%$3

IVV0.03%$3

SQLV0.60%$60

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

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

VUG

Vanguard Morningstar Growth ETF · $233B$18,230

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

SQLVMeasureVUG

+23.5%Year to dateJan 1 → Nov 10+3.4%

+28.9%1 yearTotal return+4.2%

+15.2%3 years · per year$10,000 became $15,277 · $18,230+22.2%

+7.1%5 years · per year$10,000 became $14,078 · $16,394+10.4%

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 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

1.2%DXCnot top 5

1.0%KDnot top 5

0.9%EMBCnot top 5

0.9%HRBnot top 5

0.9%KSSnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

SQLV vs VUG Returns, Every Period

5Y

Franklin TempletonSQLV

+7.1%

5 years, per year

VUGVanguard

+10.4%

5 years, per year

SQLVVUGFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Core: SQLV vs IVV

YTD

Franklin TempletonSQLV

+23.5%

IVViShares

+10.9%

+23.5%Year to date+10.9%

−7.7%Worst drop · 1Y−8.9%

16.6%Volatility · 1Y13.8%

1.0%Yield1.1%

$39.6MAssets$872B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: SQLV, VUG, IVV, SPYM

1Y

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SPYM1.03%$103

SQLV1.02%$102

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$108most kept, IVV

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

SQLV$102 − $60 = $42

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SQLV, VUG, IVV, SPYM

Today

99.9%most shared, IVV and SPYM

SQLVVUGIVVSPYM

SQLV—0.0%0.0%0.0%

VUG0.0%—55.3%55.3%

IVV0.0%55.3%—99.9%

SPYM0.0%55.3%99.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+28.9%SQLV, at 16.6% volatility

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

SQLVWorst drop−7.7%16.6% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSQLV

+10.9%Year to date+23.5%

1.1%Yield1.0%

+13.0%Past year+28.9%

0.03%Fee0.60%

2–2level

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 10, 2026

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SQLV, VUG, IVV and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four