Compare · 3 funds side by side · dividends reinvested

IQLT, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

IQLT, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.5

iShares MSCI Intl Quality Factor ETFUS Stock Styles · Factor0.30%2.40%+11.3%+16.1%+17.9%+7.3%−10.4%15.4%$14.0B2.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: IQLT 2015 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI Intl Quality Factor ETF · $14.0B$14,191

IQLT

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

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

IQLTMeasureSPYM

+11.3%Year to dateJan 1 → Nov 5+8.4%

+16.1%1 yearTotal return+9.8%

+17.9%3 years · per year$10,000 became $16,368 · $18,222+22.1%

+7.3%5 years · per year$10,000 became $14,191 · $17,164+11.4%

0.30%Expense ratio$30 · $2 a year on $10k · lower is better0.02%

2.40%Trailing 12-mo yield$240 · $106 a year on $10k1.06%

−10.4%Worst dropSmaller is better−8.9%

15.4%VolatilityLower is calmer13.6%

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

3–5SPYM wins

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

More Ways to See the Pairs

IQLT vs SPYM: Top 5 Holdings

Today

IQLT

13.9%in top 5

SPYM

in top 527.7%

IQLTStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

4.9%ASML.ASnot top 5

not top 5AMZN3.9%

2.8%ALV.DEnot top 5

not top 5GOOGL2.6%

2.4%ROP.SWnot top 5

1.9%NESN.SWnot top 5

1.9%ZURN.SWnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

IQLT vs SPYM Returns, Every Period

iSharesIQLT

+7.3%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

IQLTSPYMFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: IQLT vs SPYM

YTD

iSharesIQLT

+11.3%

SPYMSPDR

+8.4%

+11.3%Year to date+8.4%

−10.4%Worst drop · 1Y−8.9%

15.4%Volatility · 1Y13.6%

2.4%Yield1.1%

$14.0BAssets$182B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IQLT, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

IQLT0.30%$30

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IQLT, SPYM, SPY

2.40%highest, IQLT

FundTrailing yieldYield$10k

IQLT2.40%$240

SPYM1.06%$106

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$210most kept, IQLT

IQLT$240 − $30 = $210

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IQLT, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

IQLTSPYMSPY

IQLT—0.0%0.0%

SPYM0.0%—99.9%

SPY0.0%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.1%IQLT, at 15.4% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

IQLTWorst drop−10.4%15.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IQLTSPYM

+11.3%Year to date+8.4%

2.4%Yield1.1%

+16.1%Past year+9.8%

0.30%Fee0.02%

3–1IQLT wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026