Compare · 3 funds side by side · dividends reinvested

SQLT, SPY and VO

Story of the three · Growth1Y$10,000 one year agoDividends reinvested · all three on one scale$11,561VO · best of the three

02 / 04

SQLT, SPY and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.8

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 9, 2026 · returns include dividends · since: SQLT 2026 · SPY 1993 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

SQLT

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

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

SQLTMeasureVO

[…]Year to dateJan 1 → Nov 9+13.6%

[…]1 yearTotal return+15.6%

[…]3 years · per year$10,000 became […] · $16,763+18.8%

[…]5 years · per year$10,000 became […] · $13,867+6.8%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

0.48%Trailing 12-mo yield$48 · $135 a year on $10k1.35%

[…]Worst dropSmaller is better−8.2%

[…]VolatilityLower is calmer13.1%

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

0–2VO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SQLT vs VO: Top 5 Holdings

Today

SQLT

5.0%in top 5

in top 55.3%

SQLTStockVO

1.1%MANHnot top 5

not top 5NET1.1%

not top 5VLO1.1%

1.1%NFGnot top 5

not top 5MPC1.1%

not top 5PSX1.0%

1.0%RGLDnot top 5

not top 5PWR1.0%

0.9%EXELnot top 5

0.9%MEDPnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

SQLT vs VO Returns, Every Period

iSharesSQLT

[…]

past year

VOVanguard

+15.6%

past year

Returns […]

SQLTVOFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SQLT vs VO

YTD

iSharesSQLT

[…]

VOVanguard

+13.6%

[…]Year to date+13.6%

[…]Worst drop · 1Y−8.2%

[…]Volatility · 1Y13.1%

0.5%Yield1.4%

$6.8MAssets$103B

1–0VO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

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 9, 2026 · fee on $10,000 a year

Yields: SQLT, SPY, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

SPY1.01%$101

SQLT0.48%$48

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

SPY$101 − $9 = $92

SQLT$48 − $20 = $28

KeptFee

End-of-day Nov 9, 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 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.6%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 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOSPY

+13.6%Year to date+11.2%

1.4%Yield1.0%

+15.6%Past year+13.5%

0.03%Fee0.09%

4–0VO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026