Compare · 3 funds side by side · dividends reinvested

SQLT, IJR and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,099SPY · best of the three

02 / 04

SQLT, IJR and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$104B1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B1.5

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.49%[…][…][…][…][…][…]$7M3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: SQLT 2026 · IJR 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $819B$17,099

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

+8.3%Year to dateJan 1 → Nov 5[…]

+9.7%1 yearTotal return[…]

+22.0%3 years · per year$10,000 became $18,174 · […][…]

+11.3%5 years · per year$10,000 became $17,099 · […][…]

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 5, 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

27.7%in top 5

SQLT

in top 54.9%

SPYStockSQLT

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5MANH1.1%

not top 5NFG1.1%

not top 5EXEL0.9%

not top 5RGLD0.9%

not top 5MEDP0.9%

Held in common0.4%

End-of-day Nov 5, 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 5, 2026 · dividends in · faded = behind in that period

Core vs Stocks: SPY vs IJR

YTD

SPDRSPY

+8.3%

IJRiShares

+15.4%

+8.3%Year to date+15.4%

−8.9%Worst drop · 1Y−9.7%

13.6%Volatility · 1Y16.3%

1.0%Yield1.2%

$819BAssets$104B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLT, IJR, SPY

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

SPY0.09%$9

SQLT0.20%$20

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SQLT, IJR, SPY

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

SPY1.03%$103

SQLT0.49%$49

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

SPY$103 − $9 = $94

SQLT$49 − $20 = $29

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SQLT, IJR, SPY

Today

27.0%most shared, SQLT and IJR

SQLTIJRSPY

SQLT—27.0%0.4%

IJR27.0%—0.0%

SPY0.4%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.4%IJR, at 16.3% volatility

SPYWorst drop−8.9%13.6% vol

IJRWorst drop−9.7%16.3% vol

SQLTWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IJRSPY

+15.4%Year to date+8.3%

1.2%Yield1.0%

+19.4%Past year+9.7%

0.06%Fee0.09%

4–0IJR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026