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$18,060SPY · 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%1.20%+19.9%+22.7%+19.3%+6.8%−9.7%15.8%$108B1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.5

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$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 4, 2026 · returns include dividends · since: SQLT 2026 · IJR 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

SQLT

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

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

SQLTMeasureSPY

[…]Year to dateJan 1 → Nov 4+13.3%

[…]1 yearTotal return+13.4%

[…]3 years · per year$10,000 became […] · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.20%Expense ratio$20 · $9 a year on $10k · lower is better0.09%

0.48%Trailing 12-mo yield$48 · $99 a year on $10k0.99%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer12.9%

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

0–2SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SQLT vs SPY: Top 5 Holdings

Today

SQLT

4.9%in top 5

SPY

in top 527.3%

SQLTStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

1.1%NFGnot top 5

1.1%MANHnot top 5

0.9%EXELnot top 5

0.9%MEDPnot top 5

0.8%RGLDnot top 5

Held in common0.4%

End-of-day Nov 4, 2026 · share of each fund

SQLT vs SPY Returns, Every Period

iSharesSQLT

[…]

past year

SPYSPDR

+13.4%

past year

Returns […]

SQLTSPYFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SQLT vs IJR

YTD

iSharesSQLT

[…]

IJRiShares

+19.9%

[…]Year to date+19.9%

[…]Worst drop · 1Y−9.7%

[…]Volatility · 1Y15.8%

0.5%Yield1.2%

$6.9MAssets$108B

1–0IJR wins

End-of-day Nov 4, 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 4, 2026 · fee on $10,000 a year

Yields: SQLT, IJR, SPY

1.20%highest, IJR

FundTrailing yieldYield$10k

IJR1.20%$120

SPY0.99%$99

SQLT0.48%$48

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$114most kept, IJR

IJR$120 − $6 = $114

SPY$99 − $9 = $90

SQLT$48 − $20 = $28

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SQLT, IJR, SPY

Today

26.8%most shared, SQLT and IJR

SQLTIJRSPY

SQLT—26.8%0.4%

IJR26.8%—0.0%

SPY0.4%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.7%IJR, at 15.8% volatility

SPYWorst drop−8.9%12.9% vol

IJRWorst drop−9.7%15.8% vol

SQLTWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IJRSPY

+19.9%Year to date+13.3%

1.2%Yield1.0%

+22.7%Past year+13.4%

0.06%Fee0.09%

4–0IJR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026