Compare · 3 funds side by side · dividends reinvested

SQLT, SPY and IJH

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, SPY and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$125B1.4

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%$805B1.6

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 · SPY 1993 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SQLT

IJH

iShares Core S&P Mid-Cap ETF · $125B$13,830

$10,000 five years ago, dividends reinvested · they hold 39.2% in common

SQLTMeasureIJH

[…]Year to dateJan 1 → Nov 5+9.5%

[…]1 yearTotal return+12.9%

[…]3 years · per year$10,000 became […] · $15,806+16.5%

[…]5 years · per year$10,000 became […] · $13,830+6.7%

0.20%Expense ratio$20 · $5 a year on $10k · lower is better0.05%

0.49%Trailing 12-mo yield$49 · $126 a year on $10k1.26%

[…]Worst dropSmaller is better−8.8%

[…]VolatilityLower is calmer15.5%

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

0–2IJH wins

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 IJH: Top 5 Holdings

Today

SQLT

4.9%in top 5

IJH

in top 53.5%

SQLTStockIJH

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

not top 5UTHR0.8%

not top 5FTI0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

Held in common39.2%

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

SQLT vs IJH Returns, Every Period

iSharesSQLT

[…]

past year

IJHiShares

+12.9%

past year

Returns […]

SQLTIJHFaded: behind in that period

0–0Level

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

SQLT vs IJH

YTD

iSharesSQLT

[…]

IJHiShares

+9.5%

[…]Year to date+9.5%

[…]Worst drop · 1Y−8.8%

[…]Volatility · 1Y15.5%

0.5%Yield1.3%

$6.9MAssets$125B

1–0IJH wins

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

Cost, Income and Risk

Fees: SQLT, SPY, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

SPY0.09%$9

SQLT0.20%$20

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

Yields: SQLT, SPY, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

SPY1.03%$103

SQLT0.49%$49

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

SPY$103 − $9 = $94

SQLT$49 − $20 = $29

KeptFee

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

Overlap: SQLT, SPY, IJH

Today

39.2%most shared, SQLT and IJH

SQLTSPYIJH

SQLT—0.4%39.2%

SPY0.4%—0.0%

IJH39.2%0.0%—

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

Return vs Bumpiness: 3 ETFs

+12.9%IJH, at 15.5% volatility

SPYWorst drop−8.9%13.6% vol

IJHWorst drop−8.8%15.5% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

IJHSPY

+9.5%Year to date+8.3%

1.3%Yield1.0%

+12.9%Past year+9.7%

0.05%Fee0.09%

4–0IJH 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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026