Compare · 3 funds side by side · dividends reinvested

QLTY, SPY and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,493SPY · best of the three

02 / 04

QLTY, SPY and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$778B1.4

GMO US Quality ETFUS Stock Styles · Factor0.50%0.64%+15.6%+20.8%[…][…]−11.7%13.3%$5.4B1.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.6

Rank among the three1st → 3rdFee, 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 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $118B$15,892

IWF

QLTY

GMO US Quality ETF · $5.4B[…]

$10,000 five years ago, dividends reinvested · they hold 37.4% in common

IWFMeasureQLTY

−2.5%Year to dateJan 1 → Nov 9+15.6%

−2.2%1 yearTotal return+20.8%

+19.8%3 years · per year$10,000 became $17,207 · […][…]

+9.7%5 years · per year$10,000 became $15,892 · […][…]

0.18%Expense ratio$18 · $50 a year on $10k · lower is better0.50%

0.38%Trailing 12-mo yield$38 · $64 a year on $10k0.64%

−14.6%Worst dropSmaller is better−11.7%

19.5%VolatilityLower is calmer13.3%

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

1–5QLTY wins

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

More Ways to See the Pairs

IWF vs QLTY: Top 5 Holdings

Today

IWF

39.7%in top 5

QLTY

in top 525.3%

IWFStockQLTY

14.3%NVDAnot top 5

8.8%AAPLnot top 5

6.5%MSFT8.1%

5.5%GOOGL4.3%

not top 5JNJ4.5%

4.5%AVGOnot top 5

not top 5TMO4.4%

not top 5META4.0%

Held in common37.4%

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

IWF vs QLTY Returns, Every Period

iSharesIWF

−2.2%

past year

QLTYGMO

+20.8%

past year

IWFQLTYFaded: behind in that period

0–2QLTY wins

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

Stocks vs Core: IWF vs SPY

YTD

iSharesIWF

−2.5%

SPYSPDR

+11.2%

−2.5%Year to date+11.2%

−14.6%Worst drop · 1Y−8.9%

19.5%Volatility · 1Y13.7%

0.4%Yield1.0%

$118BAssets$778B

4–0SPY wins

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

Cost, Income and Risk

Fees: QLTY, SPY, IWF

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

IWF0.18%$18

QLTY0.50%$50

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

Yields: QLTY, SPY, IWF

1.01%highest, SPY

FundTrailing yieldYield$10k

SPY1.01%$101

QLTY0.64%$64

IWF0.38%$38

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

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

IWF$38 − $18 = $20

QLTY$64 − $50 = $14

KeptFee

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

Overlap: QLTY, SPY, IWF

Today

55.9%most shared, SPY and IWF

QLTYSPYIWF

QLTY—36.4%37.4%

SPY36.4%—55.9%

IWF37.4%55.9%—

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

Return vs Bumpiness: 3 ETFs

+20.8%QLTY, at 13.3% volatility

QLTYWorst drop−11.7%13.3% vol

SPYWorst drop−8.9%13.7% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

SPYQLTY

+11.2%Year to date+15.6%

1.0%Yield0.6%

+13.5%Past year+20.8%

0.09%Fee0.50%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026