Compare · 3 funds side by side · dividends reinvested

SQLV, SPYM and VTV

SQLVFranklin Templeton×SPYMSPDR×VTVVanguard×

02 / 04

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Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$18,134SPYM · best of the three

Story of the three · IncomeMost incomeVTV · 1.81% · $181 a year on $10k

Story of the three · RiskSmallest drop

SQLV, SPYM and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.3%+25.5%+21.2%+12.3%−6.4%10.8%$184B1.5

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B2.1

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.9%+28.0%+15.7%+6.6%−7.7%16.6%$40M2.4

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: SQLV 2017 · SPYM 2005 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Royce Quant Small-Cap Quality Value ETF · $40M$13,771

SQLV

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,537

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

More Ways to See the Pairs

SQLV vs SPYM: Top 5 Holdings

Today

SQLV

4.9%in top 5

SPYM

in top 526.9%

SQLVStockSPYM

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

not top 5AMZN4.1%

not top 5GOOGL

Cost, Income and Risk

Fees: SQLV, SPYM, VTV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VTV0.03%$3

SQLV0.60%$60

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

Yields: SQLV, SPYM, VTV

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$792B

1–0SPYM wins

End-of-day Nov 11, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SQLV

Measure

SPYM

+23.9%Year to dateJan 1 → Nov 11+12.4%

+28.0%1 yearTotal return+12.8%

+15.7%3 years · per year$10,000 became $15,474 · $18,134+21.9%

+6.6%5 years · per year$10,000 became $13,771 · $17,537+11.9%

0.60%Expense ratio$60 · $2 a year on $10k · lower is better0.02%

1.02%Trailing 12-mo yield$102 · $102 a year on $10k1.02%

−7.7%Worst dropSmaller is better−8.9%

16.6%VolatilityLower is calmer13.7%

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

3–4SPYM wins

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

2.6%

1.3%DXCnot top 5

1.0%KDnot top 5

0.9%KSSnot top 5

0.9%EMBCnot top 5

0.8%FHInot top 5

Held in common0.0%

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

SQLV vs SPYM Returns, Every Period

5Y

Franklin TempletonSQLV

+6.6%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

SQLVSPYMFaded: behind in that period

2–2Level

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

SQLV vs VTV

YTD

Franklin TempletonSQLV

+23.9%

VTVVanguard

+22.3%

+23.9%Year to date+22.3%

−7.7%Worst drop · 1Y−6.4%

16.6%Volatility · 1Y10.8%

1.0%Yield1.8%

$39.6MAssets$184B

3–1VTV wins

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

1Y

1.81%highest, VTV

FundTrailing yieldYield$10k

VTV1.81%$181

SPYM1.02%$102

SQLV1.02%$102

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

Income After Fees on $10,000

1Y

$178most kept, VTV

VTV$181 − $3 = $178

SPYM$102 − $2 = $100

SQLV$102 − $60 = $42

KeptFee

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

Overlap: SQLV, SPYM, VTV

Today

43.8%most shared, SPYM and VTV

SQLVSPYMVTV

SQLV—0.0%0.0%

SPYM0.0%—43.8%

VTV0.0%43.8%—

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

Return vs Bumpiness: 3 ETFs

1Y

+28.0%SQLV, at 16.6% volatility

VTVWorst drop−6.4%10.8% vol

SPYMWorst drop−8.9%13.7% vol

SQLVWorst drop−7.7%16.6% vol

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

Paid More vs Made More

YTD

VTVSQLV

+22.3%Year to date+23.9%

1.8%Yield1.0%

+25.5%Past year+28.0%

0.03%Fee0.60%

2–2level

End-of-day Nov 11, 2026

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV 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

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SQLV, SPYM and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three