Compare · 3 funds side by side · dividends reinvested

SPY, SQLT and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,118SPY · best of the three

02 / 04

SPY, SQLT and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$778B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.9

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.49%[…][…][…][…][…][…]$7M2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: SPY 1993 · SQLT 2026 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $778B$17,118

SPY

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7M[…]

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

SPYMeasureSQLT

+8.7%Year to dateJan 1 → Nov 6[…]

+9.7%1 yearTotal return[…]

+21.7%3 years · per year$10,000 became $18,039 · […][…]

+11.3%5 years · per year$10,000 became $17,118 · […][…]

0.09%Expense ratio$9 · $20 a year on $10k · lower is better0.20%

1.03%Trailing 12-mo yield$103 · $49 a year on $10k0.49%

−8.9%Worst dropSmaller is better[…]

13.6%VolatilityLower is calmer[…]

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

2–0SPY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPY vs SQLT: Top 5 Holdings

Today

SPY

27.8%in top 5

SQLT

in top 55.0%

SPYStockSQLT

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5MANH1.1%

not top 5NFG1.1%

not top 5RGLD1.0%

not top 5EXEL0.9%

not top 5MEDP0.9%

Held in common0.4%

End-of-day Nov 6, 2026 · share of each fund

SPY vs SQLT Returns, Every Period

SPDRSPY

+9.7%

past year

SQLTiShares

[…]

past year

Returns […]

SPYSQLTFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Stocks: SPY vs SQLT

YTD

SPDRSPY

+8.7%

SQLTiShares

[…]

+8.7%Year to date[…]

−8.9%Worst drop · 1Y[…]

13.6%Volatility · 1Y[…]

1.0%Yield0.5%

$778BAssets$6.7M

1–0SPY wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPY, SQLT, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SPY0.09%$9

SQLT0.20%$20

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SPY, SQLT, VUG

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

SQLT0.49%$49

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

VUG$42 − $3 = $39

SQLT$49 − $20 = $29

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SPY, SQLT, VUG

Today

54.8%most shared, SPY and VUG

SPYSQLTVUG

SPY—0.4%54.8%

SQLT0.4%—0.0%

VUG54.8%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.7%SPY, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

VUGWorst drop−15.1%19.0% vol

SQLTWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SPYVUG

+8.7%Year to date+1.4%

1.0%Yield0.4%

+9.7%Past year+0.2%

0.09%Fee0.03%

3–1SPY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026