Compare · 3 funds side by side · dividends reinvested

SQLV, VO and SPY

SQLVFranklin Templeton×VOVanguard×SPYSPDR×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,337SPY · best of the three

Story of the three · IncomeMost incomeVO · 1.35% · $135 a year on $10k

Story of the three · RiskSmallest drop

SQLV, VO and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.4%+6.7%−8.2%13.2%$103B1.6

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.03%+22.5%+25.9%+15.5%+6.5%−7.7%16.6%$40M2.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+11.9%+12.0%+21.6%+11.6%−8.9%13.7%$793B2.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: SQLV 2017 · VO 2004 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

YTD

Royce Quant Small-Cap Quality Value ETF · $40M$12,251

SQLV

VO

Vanguard Morningstar Mid-Cap ETF · $103B$11,399

$10,000 since Jan 1, dividends reinvested · they hold 0.0% in common

SQLVMeasure

More Ways to See the Pairs

SQLV vs VO: Top 5 Holdings

Today

SQLV

4.9%in top 5

VO

in top 55.3%

SQLVStockVO

1.3%DXCnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

Cost, Income and Risk

Fees: SQLV, VO, SPY

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SPY0.09%$9

SQLV0.60%$60

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: SQLV, VO, SPY

1Y

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

VO

+22.5%Year to dateJan 1 → Nov 12+14.0%

+25.9%1 yearTotal return+13.7%

+15.5%3 years · per year$10,000 became $15,405 · $16,605+18.4%

+6.5%5 years · per year$10,000 became $13,678 · $13,809+6.7%

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

1.03%Trailing 12-mo yield$103 · $135 a year on $10k1.35%

−7.7%Worst dropSmaller is better−8.2%

16.6%VolatilityLower is calmer13.2%

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

3–5VO wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.0%KDnot top 5

not top 5PWR1.0%

0.9%EMBCnot top 5

0.9%KSSnot top 5

0.8%FHInot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

SQLV vs VO Returns, Every Period

5Y

Franklin TempletonSQLV

+6.5%

5 years, per year

VOVanguard

+6.7%

5 years, per year

SQLVVOFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

SQLV vs VO

YTD

Franklin TempletonSQLV

+22.5%

VOVanguard

+14.0%

+22.5%Year to date+14.0%

−7.7%Worst drop · 1Y−8.2%

16.6%Volatility · 1Y13.2%

1.0%Yield1.3%

$39.6MAssets$103B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

SQLV1.03%$103

SPY1.00%$100

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

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

SPY$100 − $9 = $91

SQLV$103 − $60 = $43

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SQLV, VO, SPY

Today

16.1%most shared, VO and SPY

SQLVVOSPY

SQLV—0.0%0.0%

VO0.0%—16.1%

SPY0.0%16.1%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+25.9%SQLV, at 16.6% volatility

VOWorst drop−8.2%13.2% vol

SPYWorst drop−8.9%13.7% vol

SQLVWorst drop−7.7%16.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

VOSQLV

+14.0%Year to date+22.5%

1.3%Yield1.0%

+13.7%Past year+25.9%

0.03%Fee0.60%

2–2level

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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SQLV, VO and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three