Compare · 3 funds side by side · dividends reinvested

SQLT, SPY and VO

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Story of the three · Growth1Y$10,000 one year agoDividends reinvested · all three on one scale$11,502VO · best of the three

Story of the three · IncomeMost incomeVO · 1.33% · $133 a year on $10k

Story of the three · RiskSmallest drop

SQLT, SPY and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+12.3%+12.7%+21.8%+11.8%−8.9%13.7%$793B1.8

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M3.0

Rank among the three1st → 3rdFee, 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: SQLT 2026 · SPY 1993 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7M[…]

SQLT

SPY

State Street SPDR S&P 500 ETF · $793B$17,481

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

SQLT

More Ways to See the Pairs

SQLT vs SPY: Top 5 Holdings

Today

SQLT

5.0%in top 5

SPY

in top 526.9%

SQLTStockSPY

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

not top 5AMZN4.1%

not top 5GOOGL

Cost, Income and Risk

Fees: SQLT, SPY, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SPY0.09%$9

SQLT0.20%$20

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

Yields: SQLT, SPY, VO

1Y

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

SPY

[…]Year to dateJan 1 → Nov 11+12.3%

[…]1 yearTotal return+12.7%

[…]3 years · per year$10,000 became […] · $18,083+21.8%

[…]5 years · per year$10,000 became […] · $17,481+11.8%

0.20%Expense ratio$20 · $9 a year on $10k · lower is better0.09%

0.48%Trailing 12-mo yield$48 · $100 a year on $10k1.00%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.7%

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

0–2SPY wins

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

2.6%

1.1%MANHnot top 5

1.1%NFGnot top 5

1.0%RGLDnot top 5

0.9%EXELnot top 5

0.9%MEDPnot top 5

Held in common0.4%

End-of-day Nov 11, 2026 · share of each fund

SQLT vs SPY Returns, Every Period

1Y

iSharesSQLT

[…]

past year

SPYSPDR

+12.7%

past year

Returns […]

SQLTSPYFaded: behind in that period

0–0Level

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

SQLT vs VO

YTD

iSharesSQLT

[…]

VOVanguard

+15.0%

[…]Year to date+15.0%

[…]Worst drop · 1Y−8.2%

[…]Volatility · 1Y13.1%

0.5%Yield1.3%

$6.9MAssets$103B

1–0VO wins

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

1.33%highest, VO

FundTrailing yieldYield$10k

VO1.33%$133

SPY1.00%$100

SQLT0.48%$48

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

Income After Fees on $10,000

1Y

$130most kept, VO

VO$133 − $3 = $130

SPY$100 − $9 = $91

SQLT$48 − $20 = $28

KeptFee

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

Overlap: SQLT, SPY, VO

Today

16.1%most shared, SPY and VO

SQLTSPYVO

SQLT—0.4%0.0%

SPY0.4%—16.1%

VO0.0%16.1%—

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

Return vs Bumpiness: 3 ETFs

1Y

+15.0%VO, at 13.1% volatility

VOWorst drop−8.2%13.1% vol

SPYWorst drop−8.9%13.7% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

VOSPY

+15.0%Year to date+12.3%

1.3%Yield1.0%

+15.0%Past year+12.7%

0.03%Fee0.09%

4–0VO wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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SQLT, SPY and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three