Compare · 4 funds side by side · dividends reinvested

QLTY, SPY, IVV and VUG

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,545IVV · best of the four

02 / 04

QLTY, SPY, IVV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.8

GMO US Quality ETFUS Stock Styles · Factor0.50%0.64%+15.6%+20.8%[…][…]−11.7%13.3%$5.4B2.2

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%$778B2.4

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: QLTY 2023 · SPY 1993 · IVV 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,545

IVV

QLTY

GMO US Quality ETF · $5.4B[…]

$10,000 five years ago, dividends reinvested · they hold 36.4% in common

IVVMeasureQLTY

+11.3%Year to dateJan 1 → Nov 9+15.6%

+13.6%1 yearTotal return+20.8%

+22.0%3 years · per year$10,000 became $18,159 · […][…]

+11.9%5 years · per year$10,000 became $17,545 · […][…]

0.03%Expense ratio$3 · $50 a year on $10k · lower is better0.50%

1.11%Trailing 12-mo yield$111 · $64 a year on $10k0.64%

−8.9%Worst dropSmaller is better−11.7%

13.8%VolatilityLower is calmer13.3%

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

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs QLTY: Top 5 Holdings

Today

IVV

27.8%in top 5

QLTY

in top 525.3%

IVVStockQLTY

6.2%MSFT8.1%

7.9%AAPLnot top 5

7.1%NVDAnot top 5

not top 5JNJ4.5%

not top 5TMO4.4%

2.6%GOOGL4.3%

4.0%AMZNnot top 5

not top 5META4.0%

Held in common36.4%

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

IVV vs QLTY Returns, Every Period

iSharesIVV

+13.6%

past year

QLTYGMO

+20.8%

past year

IVVQLTYFaded: behind in that period

0–2QLTY wins

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

IVV vs SPY

YTD

iSharesIVV

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

−8.9%Worst drop · 1Y−8.9%

13.8%Volatility · 1Y13.7%

1.1%Yield1.0%

$853BAssets$778B

2–1IVV wins

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

Cost, Income and Risk

Fees: QLTY, SPY, IVV, VUG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VUG0.03%$3

SPY0.09%$9

QLTY0.50%$50

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

Yields: QLTY, SPY, IVV, VUG

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SPY1.01%$101

QLTY0.64%$64

VUG0.41%$41

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPY$101 − $9 = $92

VUG$41 − $3 = $38

QLTY$64 − $50 = $14

KeptFee

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

Overlap: QLTY, SPY, IVV, VUG

Today

99.9%most shared, SPY and IVV

QLTYSPYIVVVUG

QLTY—36.4%36.4%39.9%

SPY36.4%—99.9%55.1%

IVV36.4%99.9%—55.1%

VUG39.9%55.1%55.1%—

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

Return vs Bumpiness: 4 ETFs

+20.8%QLTY, at 13.3% volatility

QLTYWorst drop−11.7%13.3% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% 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

IVVQLTY

+11.3%Year to date+15.6%

1.1%Yield0.6%

+13.6%Past year+20.8%

0.03%Fee0.50%

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