Compare · 3 funds side by side · dividends reinvested

SQLV, SPY and IJH

SQLVFranklin Templeton×SPYSPDR×IJHiShares×

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Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$17,968SPY · best of the three

Story of the three · IncomeMost incomeIJH · 1.22% · $122 a year on $10k

Story of the three · RiskSmallest drop

SQLV, SPY and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+12.8%+14.5%+16.3%+6.7%−8.8%15.8%$126B1.8

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%$793B2.1

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 · SPY 1993 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Royce Quant Small-Cap Quality Value ETF · $40M$13,678

SQLV

SPY

State Street SPDR S&P 500 ETF · $793B$17,337

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

SQLV

More Ways to See the Pairs

SQLV vs SPY: Top 5 Holdings

Today

SQLV

4.9%in top 5

SPY

in top 526.8%

SQLVStockSPY

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: SQLV, SPY, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

SPY0.09%$9

SQLV0.60%$60

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

Yields: SQLV, SPY, IJH

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%

Measure

SPY

+22.5%Year to dateJan 1 → Nov 12+11.9%

+25.9%1 yearTotal return+12.0%

+15.5%3 years · per year$10,000 became $15,405 · $17,968+21.6%

+6.5%5 years · per year$10,000 became $13,678 · $17,337+11.6%

0.60%Expense ratio$60 · $9 a year on $10k · lower is better0.09%

1.03%Trailing 12-mo yield$103 · $100 a year on $10k1.00%

−7.7%Worst dropSmaller is better−8.9%

16.6%VolatilityLower is calmer13.7%

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

4–4Level

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

1.3%DXCnot top 5

1.0%KDnot top 5

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 SPY Returns, Every Period

5Y

Franklin TempletonSQLV

+6.5%

5 years, per year

SPYSPDR

+11.6%

5 years, per year

SQLVSPYFaded: behind in that period

2–2Level

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

SQLV vs IJH

YTD

Franklin TempletonSQLV

+22.5%

IJHiShares

+12.8%

+22.5%Year to date+12.8%

−7.7%Worst drop · 1Y−8.8%

16.6%Volatility · 1Y15.8%

1.0%Yield1.2%

$39.6MAssets$126B

2–2level

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

1Y

1.22%highest, IJH

FundTrailing yieldYield$10k

IJH1.22%$122

SQLV1.03%$103

SPY1.00%$100

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

Income After Fees on $10,000

1Y

$117most kept, IJH

IJH$122 − $5 = $117

SPY$100 − $9 = $91

SQLV$103 − $60 = $43

KeptFee

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

Overlap: SQLV, SPY, IJH

Today

2.6%most shared, SQLV and IJH

SQLVSPYIJH

SQLV—0.0%2.6%

SPY0.0%—0.0%

IJH2.6%0.0%—

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

SPYWorst drop−8.9%13.7% vol

IJHWorst drop−8.8%15.8% 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

IJHSQLV

+12.8%Year to date+22.5%

1.2%Yield1.0%

+14.5%Past year+25.9%

0.05%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, SPY and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three