Compare · 2 funds side by side · dividends reinvested

SPY and SQLV

SPYSPDR×SQLVFranklin Templeton×

Versus in desk

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

02 / 04

SPY and SQLV, 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%$778B1.5

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.04%+21.1%+25.3%+16.2%+7.2%−7.7%16.5%$39M1.5

Rank among the two1st → 2ndFee, 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 · SQLV 2017

Head to Head

Swap sides Versus in desk

Head to Head

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

SPY

SQLV

Royce Quant Small-Cap Quality Value ETF · $39M$14,141

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

SPYMeasureSQLV

+8.7%Year to dateJan 1 → Nov 6+21.1%

+9.7%1 yearTotal return+25.3%

+21.7%3 years · per year$10,000 became $18,039 · $15,694+16.2%

+11.3%5 years · per year$10,000 became $17,118 · $14,141+7.2%

0.09%Expense ratio$9 · $60 a year on $10k · lower is better0.60%

1.03%Trailing 12-mo yield$103 · $104 a year on $10k1.04%

−8.9%Worst dropSmaller is better−7.7%

13.6%VolatilityLower is calmer16.5%

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

4–4Level

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 SQLV: Top 5 Holdings

Today

SPY

27.8%in top 5

SQLV

in top 54.8%

SPYStockSQLV

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 5DXC1.2%

not top 5KD1.0%

not top 5KSS0.9%

not top 5EMBC0.9%

not top 5HRB0.9%

Held in common0.0%

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

SPY vs SQLV Returns, Every Period

SPDRSPY

+11.3%

5 years, per year

SQLVFranklin Templeton

+7.2%

5 years, per year

SPYSQLVFaded: behind in that period

2–2Level

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

Core vs Stocks: SPY vs SQLV

YTD

SPDRSPY

+8.7%

SQLVFranklin Templeton

+21.1%

+8.7%Year to date+21.1%

−8.9%Worst drop · 1Y−7.7%

13.6%Volatility · 1Y16.5%

1.0%Yield1.0%

$778BAssets$38.9M

2–1SQLV wins

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

Cost, Income and Risk

Fees: SPY, SQLV

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

SQLV0.60%$60

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

Yields: SPY, SQLV

1.04%highest, SQLV

FundTrailing yieldYield$10k

SQLV1.04%$104

SPY1.03%$103

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

SQLV$104 − $60 = $44

KeptFee

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

Overlap: SPY, SQLV

Today

0.0%most shared, SPY and SQLV

SPYSQLV

SPY—0.0%

SQLV0.0%—

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

Return vs Bumpiness: 2 ETFs

+25.3%SQLV, at 16.5% volatility

SPYWorst drop−8.9%13.6% vol

SQLVWorst drop−7.7%16.5% vol

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

Paid More vs Made More

YTD

SQLVSPY

+21.1%Year to date+8.7%

1.0%Yield1.0%

+25.3%Past year+9.7%

0.60%Fee0.09%

2–1SQLV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026