Compare · 4 funds side by side · dividends reinvested

SQLT, QQQ, VUG and SPYM

SQLTiShares×QQQInvesco×VUGVanguard×SPYMSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,352QQQ · best of the four

02 / 04

SQLT, QQQ, VUG and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.4

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.48%+5.7%+5.0%+23.3%+11.7%−14.8%21.3%$465B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.8

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.49%[…][…][…][…][…][…]$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 5, 2026 · returns include dividends · since: SQLT 2026 · QQQ 1999 · VUG 2004 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

SQLT

QQQ

Invesco QQQ Trust, Series 1 · $465B$17,352

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

SQLTMeasureQQQ

[…]Year to dateJan 1 → Nov 5+5.7%

[…]1 yearTotal return+5.0%

[…]3 years · per year$10,000 became […] · $18,756+23.3%

[…]5 years · per year$10,000 became […] · $17,352+11.7%

0.20%Expense ratio$20 · $18 a year on $10k · lower is better0.18%

0.49%Trailing 12-mo yield$49 · $48 a year on $10k0.48%

[…]Worst dropSmaller is better−14.8%

[…]VolatilityLower is calmer21.3%

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

1–1Level

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

More Ways to See the Pairs

SQLT vs QQQ: Top 5 Holdings

Today

SQLT

4.9%in top 5

QQQ

in top 531.5%

SQLTStockQQQ

not top 5AAPL8.3%

not top 5NVDA7.8%

not top 5MSFT6.7%

not top 5AMZN4.7%

not top 5MU4.0%

1.1%MANHnot top 5

1.1%NFGnot top 5

0.9%EXELnot top 5

0.9%RGLDnot top 5

0.9%MEDPnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

SQLT vs QQQ Returns, Every Period

iSharesSQLT

[…]

past year

QQQInvesco

+5.0%

past year

Returns […]

SQLTQQQFaded: behind in that period

0–0Level

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

Stocks vs Core: SQLT vs SPYM

YTD

iSharesSQLT

[…]

SPYMSPDR

+8.4%

[…]Year to date+8.4%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.6%

0.5%Yield1.1%

$6.9MAssets$182B

1–0SPYM wins

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

Cost, Income and Risk

Fees: SQLT, QQQ, VUG, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VUG0.03%$3

QQQ0.18%$18

SQLT0.20%$20

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

Yields: SQLT, QQQ, VUG, SPYM

1.06%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.06%$106

SQLT0.49%$49

QQQ0.48%$48

VUG0.43%$43

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

VUG$43 − $3 = $40

QQQ$48 − $18 = $30

SQLT$49 − $20 = $29

KeptFee

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

Overlap: SQLT, QQQ, VUG, SPYM

Today

61.1%most shared, QQQ and VUG

SQLTQQQVUGSPYM

SQLT—0.0%0.0%0.4%

QQQ0.0%—61.1%52.8%

VUG0.0%61.1%—55.4%

SPYM0.4%52.8%55.4%—

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

Return vs Bumpiness: 4 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

VUGWorst drop−15.1%19.0% vol

QQQWorst drop−14.8%21.3% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

SPYMQQQ

+8.4%Year to date+5.7%

1.1%Yield0.5%

+9.8%Past year+5.0%

0.02%Fee0.18%

4–0SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+5.9%

QQQInvesco

+5.7%

+5.9%Year to date+5.7%

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

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026