Compare · 4 funds side by side · dividends reinvested

SQLT, IVV, SPY and VUG

SQLTiShares×IVViShares×SPYSPDR×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,545IVV · best of the four

02 / 04

SQLT, IVV, SPY and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.6

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$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 9, 2026 · returns include dividends · since: SQLT 2026 · IVV 2000 · SPY 1993 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $778B$17,493

SPY

IVV

iShares Core S&P 500 ETF · $853B$17,545

$10,000 five years ago, dividends reinvested · they hold 99.9% in common

SPYMeasureIVV

+11.2%Year to dateJan 1 → Nov 9+11.3%

+13.5%1 yearTotal return+13.6%

+21.9%3 years · per year$10,000 became $18,118 · $18,159+22.0%

+11.8%5 years · per year$10,000 became $17,493 · $17,545+11.9%

0.09%Expense ratio$9 · $3 a year on $10k · lower is better0.03%

1.01%Trailing 12-mo yield$101 · $111 a year on $10k1.11%

−8.9%Worst dropSmaller is better−8.9%

13.7%VolatilityLower is calmer13.8%

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

1–6IVV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPY vs IVV: Top 5 Holdings

Today

SPY

27.8%in top 5

IVV

in top 527.8%

SPYStockIVV

7.9%AAPL7.9%

7.1%NVDA7.1%

6.2%MSFT6.2%

4.0%AMZN4.0%

2.6%GOOGL2.6%

Held in common99.9%

End-of-day Nov 9, 2026 · share of each fund

SPY vs IVV Returns, Every Period

SPDRSPY

+11.8%

5 years, per year

IVViShares

+11.9%

5 years, per year

SPYIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SPY vs IVV

YTD

SPDRSPY

+11.2%

IVViShares

+11.3%

+11.2%Year to date+11.3%

−8.9%Worst drop · 1Y−8.9%

13.7%Volatility · 1Y13.8%

1.0%Yield1.1%

$778BAssets$853B

2–1IVV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLT, IVV, SPY, VUG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VUG0.03%$3

SPY0.09%$9

SQLT0.20%$20

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SQLT, IVV, SPY, VUG

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SPY1.01%$101

SQLT0.48%$48

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPY$101 − $9 = $92

VUG$41 − $3 = $38

SQLT$48 − $20 = $28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SQLT, IVV, SPY, VUG

Today

99.9%most shared, IVV and SPY

SQLTIVVSPYVUG

SQLT—0.4%0.4%0.0%

IVV0.4%—99.9%55.1%

SPY0.4%99.9%—55.1%

VUG0.0%55.1%55.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+13.6%IVV, at 13.8% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

VUGWorst drop−15.1%19.1% vol

SQLTWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSPY

+11.3%Year to date+11.2%

1.1%Yield1.0%

+13.6%Past year+13.5%

0.03%Fee0.09%

4–0IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026