Compare · 3 funds side by side · dividends reinvested

SQLT, VUG and SPYM

Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$18,416VUG · best of the three

02 / 04

SQLT, VUG 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%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.0

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.49%[…][…][…][…][…][…]$7M2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: SQLT 2026 · VUG 2004 · SPYM 2005

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$17,192

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

SQLTMeasureSPYM

[…]Year to dateJan 1 → Nov 6+8.8%

[…]1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

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

0.49%Trailing 12-mo yield$49 · $105 a year on $10k1.05%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.6%

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

0–2SPYM wins

End-of-day Nov 6, 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

5.0%in top 5

SPYM

in top 527.8%

SQLTStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

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 6, 2026 · share of each fund

SQLT vs SPYM Returns, Every Period

iSharesSQLT

[…]

past year

SPYMSPDR

+9.8%

past year

Returns […]

SQLTSPYMFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: SQLT vs SPYM

YTD

iSharesSQLT

[…]

SPYMSPDR

+8.8%

[…]Year to date+8.8%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.6%

0.5%Yield1.1%

$6.7MAssets$182B

1–0SPYM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLT, VUG, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VUG0.03%$3

SQLT0.20%$20

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SQLT, VUG, SPYM

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

SQLT0.49%$49

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

VUG$42 − $3 = $39

SQLT$49 − $20 = $29

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SQLT, VUG, SPYM

Today

54.8%most shared, VUG and SPYM

SQLTVUGSPYM

SQLT—0.0%0.4%

VUG0.0%—54.8%

SPYM0.4%54.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

VUGWorst drop−15.1%19.0% vol

SQLTWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMVUG

+8.8%Year to date+1.4%

1.1%Yield0.4%

+9.8%Past year+0.2%

0.02%Fee0.03%

4–0SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026