Compare · 4 funds side by side · dividends reinvested

SQLT, QQQ, SPYM and IWF

SQLTiShares×QQQInvesco×SPYMSPDR×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,068QQQ · best of the four

02 / 04

SQLT, QQQ, SPYM and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.3

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.8

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M3.0

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 · QQQ 1999 · SPYM 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $118B$15,892

IWF

SQLT

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

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

IWFMeasureSQLT

−2.5%Year to dateJan 1 → Nov 9[…]

−2.2%1 yearTotal return[…]

+19.8%3 years · per year$10,000 became $17,207 · […][…]

+9.7%5 years · per year$10,000 became $15,892 · […][…]

0.18%Expense ratio$18 · $20 a year on $10k · lower is better0.20%

0.38%Trailing 12-mo yield$38 · $48 a year on $10k0.48%

−14.6%Worst dropSmaller is better[…]

19.5%VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

IWF vs SQLT: Top 5 Holdings

Today

IWF

39.7%in top 5

SQLT

in top 55.0%

IWFStockSQLT

14.3%NVDAnot top 5

8.8%AAPLnot top 5

6.5%MSFTnot top 5

5.5%GOOGLnot top 5

4.5%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 common0.6%

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

IWF vs SQLT Returns, Every Period

iSharesIWF

−2.2%

past year

SQLTiShares

[…]

past year

Returns […]

IWFSQLTFaded: behind in that period

0–0Level

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

Stocks vs Core: IWF vs SPYM

YTD

iSharesIWF

−2.5%

SPYMSPDR

+11.3%

−2.5%Year to date+11.3%

−14.6%Worst drop · 1Y−8.9%

19.5%Volatility · 1Y13.7%

0.4%Yield1.0%

$118BAssets$179B

4–0SPYM wins

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

Cost, Income and Risk

Fees: SQLT, QQQ, SPYM, IWF

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

QQQ0.18%$18

IWF0.18%$18

SQLT0.20%$20

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

Yields: SQLT, QQQ, SPYM, IWF

1.03%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.03%$103

SQLT0.48%$48

QQQ0.46%$46

IWF0.38%$38

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

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

SQLT$48 − $20 = $28

QQQ$46 − $18 = $28

IWF$38 − $18 = $20

KeptFee

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

Overlap: SQLT, QQQ, SPYM, IWF

Today

57.8%most shared, QQQ and IWF

SQLTQQQSPYMIWF

SQLT—0.0%0.4%0.6%

QQQ0.0%—52.4%57.8%

SPYM0.4%52.4%—56.0%

IWF0.6%57.8%56.0%—

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

Return vs Bumpiness: 4 ETFs

+13.6%SPYM, at 13.7% volatility

SPYMWorst drop−8.9%13.7% vol

IWFWorst drop−14.6%19.5% vol

QQQWorst drop−14.8%21.5% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

SPYMQQQ

+11.3%Year to date+11.0%

1.0%Yield0.5%

+13.6%Past year+11.6%

0.02%Fee0.18%

4–0SPYM 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

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

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$61.4B

1–1level

End-of-day Nov 9, 2026