Compare · 4 funds side by side · dividends reinvested

SQLV, VOO, VUG and SPY

SQLVFranklin Templeton×VOOVanguard×VUGVanguard×SPYSPDR×

Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$18,569VUG · best of the four

02 / 04

SQLV, VOO, VUG and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.6

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.7%+29.4%+16.2%+7.1%−7.7%16.6%$39M2.5

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%$778B2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B3.1

Rank among the four1st → 4thFee, 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: SQLV 2017 · VOO 2010 · VUG 2004 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $39M$14,089

SQLV

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

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

SQLVMeasureSPY

+23.7%Year to dateJan 1 → Nov 9+11.2%

+29.4%1 yearTotal return+13.5%

+16.2%3 years · per year$10,000 became $15,678 · $18,118+21.9%

+7.1%5 years · per year$10,000 became $14,089 · $17,493+11.8%

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

1.02%Trailing 12-mo yield$102 · $101 a year on $10k1.01%

−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 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SQLV vs SPY: Top 5 Holdings

Today

SQLV

4.9%in top 5

SPY

in top 527.8%

SQLVStockSPY

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.3%DXCnot top 5

1.0%KDnot top 5

0.9%HRBnot top 5

0.9%EMBCnot top 5

0.9%KSSnot top 5

Held in common0.0%

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

SQLV vs SPY Returns, Every Period

Franklin TempletonSQLV

+7.1%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

SQLVSPYFaded: behind in that period

2–2Level

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

Stocks vs Core: SQLV vs VOO

YTD

Franklin TempletonSQLV

+23.7%

VOOVanguard

+11.3%

+23.7%Year to date+11.3%

−7.7%Worst drop · 1Y−8.9%

16.6%Volatility · 1Y13.7%

1.0%Yield1.1%

$38.9MAssets$1.00T

2–2level

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

Cost, Income and Risk

Fees: SQLV, VOO, VUG, SPY

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

VUG0.03%$3

SPY0.09%$9

SQLV0.60%$60

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SQLV, VOO, VUG, SPY

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

SQLV1.02%$102

SPY1.01%$101

VUG0.41%$41

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

SPY$101 − $9 = $92

SQLV$102 − $60 = $42

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SQLV, VOO, VUG, SPY

Today

92.7%most shared, VOO and SPY

SQLVVOOVUGSPY

SQLV—0.0%0.0%0.0%

VOO0.0%—58.2%92.7%

VUG0.0%58.2%—55.1%

SPY0.0%92.7%55.1%—

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

Return vs Bumpiness: 4 ETFs

+29.4%SQLV, at 16.6% volatility

VOOWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

SQLVWorst drop−7.7%16.6% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOOSQLV

+11.3%Year to date+23.7%

1.1%Yield1.0%

+13.6%Past year+29.4%

0.03%Fee0.60%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026