Compare · 4 funds side by side · dividends reinvested

SQLT, IJR, SPY and VUG

SQLTiShares×IJRiShares×SPYSPDR×VUGVanguard×

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

02 / 04

SQLT, IJR, SPY 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%$819B1.8

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.5

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.49%[…][…][…][…][…][…]$7M3.5

Rank among the four1st → 4thFee, 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: SQLT 2026 · IJR 2000 · SPY 1993 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,124

VUG

SQLT

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

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

VUGMeasureSQLT

+1.4%Year to dateJan 1 → Nov 6[…]

+0.2%1 yearTotal return[…]

+22.6%3 years · per year$10,000 became $18,415 · […][…]

+10.0%5 years · per year$10,000 became $16,124 · […][…]

0.03%Expense ratio$3 · $20 a year on $10k · lower is better0.20%

0.42%Trailing 12-mo yield$42 · $49 a year on $10k0.49%

−15.1%Worst dropSmaller is better[…]

19.0%VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

VUG vs SQLT: Top 5 Holdings

Today

VUG

45.2%in top 5

SQLT

in top 55.0%

VUGStockSQLT

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

not top 5MANH1.1%

not top 5NFG1.1%

not top 5RGLD1.0%

not top 5EXEL0.9%

not top 5MEDP0.9%

Held in common0.0%

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

VUG vs SQLT Returns, Every Period

VanguardVUG

+0.2%

past year

SQLTiShares

[…]

past year

Returns […]

VUGSQLTFaded: behind in that period

0–0Level

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

VUG vs IJR

YTD

VanguardVUG

+1.4%

IJRiShares

+15.5%

+1.4%Year to date+15.5%

−15.1%Worst drop · 1Y−9.7%

19.0%Volatility · 1Y16.2%

0.4%Yield1.2%

$233BAssets$104B

4–0IJR wins

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

Cost, Income and Risk

Fees: SQLT, IJR, SPY, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

SPY0.09%$9

SQLT0.20%$20

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

Yields: SQLT, IJR, SPY, VUG

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

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

$118most kept, IJR

IJR$124 − $6 = $118

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: SQLT, IJR, SPY, VUG

Today

54.8%most shared, SPY and VUG

SQLTIJRSPYVUG

SQLT—27.0%0.4%0.0%

IJR27.0%—0.0%0.0%

SPY0.4%0.0%—54.8%

VUG0.0%0.0%54.8%—

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

Return vs Bumpiness: 4 ETFs

+17.6%IJR, at 16.2% volatility

SPYWorst drop−8.9%13.6% vol

IJRWorst drop−9.7%16.2% 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

IJRSPY

+15.5%Year to date+8.7%

1.2%Yield1.0%

+17.6%Past year+9.7%

0.06%Fee0.09%

4–0IJR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

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