Compare · 3 funds side by side · dividends reinvested

SQLT, SPYM and IVV

Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$19,186SPYM · best of the three

02 / 04

SQLT, SPYM and IVV, 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

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.6

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 4, 2026 · returns include dividends · since: SQLT 2026 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SQLT

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

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

SQLTMeasureSPYM

[…]Year to dateJan 1 → Nov 4+13.4%

[…]1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

0.20%Expense ratio$20 · $2 a year on $10k · lower is better0.02%

0.48%Trailing 12-mo yield$48 · $101 a year on $10k1.01%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer12.8%

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

0–2SPYM wins

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

More Ways to See the Pairs

SQLT vs SPYM: Top 5 Holdings

Today

SQLT

4.9%in top 5

SPYM

in top 527.3%

SQLTStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

1.1%NFGnot top 5

1.1%MANHnot top 5

0.9%EXELnot top 5

0.9%MEDPnot top 5

0.8%RGLDnot top 5

Held in common0.4%

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

SQLT vs SPYM Returns, Every Period

iSharesSQLT

[…]

past year

SPYMSPDR

+13.5%

past year

Returns […]

SQLTSPYMFaded: behind in that period

0–0Level

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

Stocks vs Core: SQLT vs IVV

YTD

iSharesSQLT

[…]

IVViShares

+13.4%

[…]Year to date+13.4%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y12.9%

0.5%Yield1.1%

$6.9MAssets$887B

1–0IVV wins

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

Cost, Income and Risk

Fees: SQLT, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SQLT0.20%$20

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

Yields: SQLT, SPYM, IVV

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

SPYM1.01%$101

SQLT0.48%$48

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

SPYM$101 − $2 = $99

SQLT$48 − $20 = $28

KeptFee

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

Overlap: SQLT, SPYM, IVV

Today

99.8%most shared, SPYM and IVV

SQLTSPYMIVV

SQLT—0.4%0.4%

SPYM0.4%—99.8%

IVV0.4%99.8%—

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

Return vs Bumpiness: 3 ETFs

+13.5%IVV, at 12.9% volatility

SPYMWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.9% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

IVVSPYM

+13.4%Year to date+13.4%

1.1%Yield1.0%

+13.5%Past year+13.5%

0.03%Fee0.02%

1–1level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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