Compare · 4 funds side by side · dividends reinvested

SQLT, SPY, IVV and IJR

SQLTiShares×SPYSPDR×IVViShares×IJRiShares×

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, SPY, IVV and IJR, 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%$875B1.6

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$107B2.1

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%$778B2.3

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M4.0

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 · SPY 1993 · IVV 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SPY

SQLT

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

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

SPYMeasureSQLT

+11.2%Year to dateJan 1 → Nov 9[…]

+13.5%1 yearTotal return[…]

+21.9%3 years · per year$10,000 became $18,118 · […][…]

+11.8%5 years · per year$10,000 became $17,493 · […][…]

0.09%Expense ratio$9 · $20 a year on $10k · lower is better0.20%

1.01%Trailing 12-mo yield$101 · $48 a year on $10k0.48%

−8.9%Worst dropSmaller is better[…]

13.7%VolatilityLower is calmer[…]

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

2–0SPY 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 SQLT: Top 5 Holdings

Today

SPY

27.8%in top 5

SQLT

in top 55.0%

SPYStockSQLT

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5MANH1.1%

not top 5NFG1.1%

not top 5RGLD1.0%

not top 5EXEL0.9%

not top 5MEDP0.9%

Held in common0.4%

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

SPY vs SQLT Returns, Every Period

SPDRSPY

+13.5%

past year

SQLTiShares

[…]

past year

Returns […]

SPYSQLTFaded: behind in that period

0–0Level

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

Core vs Stocks: SPY vs IJR

YTD

SPDRSPY

+11.2%

IJRiShares

+18.9%

+11.2%Year to date+18.9%

−8.9%Worst drop · 1Y−9.7%

13.7%Volatility · 1Y16.4%

1.0%Yield1.2%

$778BAssets$107B

2–2level

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

Cost, Income and Risk

Fees: SQLT, SPY, IVV, IJR

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

IJR0.06%$6

SPY0.09%$9

SQLT0.20%$20

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

Yields: SQLT, SPY, IVV, IJR

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

IVV1.11%$111

SPY1.01%$101

SQLT0.48%$48

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

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

IVV$111 − $3 = $108

SPY$101 − $9 = $92

SQLT$48 − $20 = $28

KeptFee

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

Overlap: SQLT, SPY, IVV, IJR

Today

99.9%most shared, SPY and IVV

SQLTSPYIVVIJR

SQLT—0.4%0.4%26.8%

SPY0.4%—99.9%0.0%

IVV0.4%99.9%—0.0%

IJR26.8%0.0%0.0%—

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

Return vs Bumpiness: 4 ETFs

+22.8%IJR, at 16.4% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

IJRWorst drop−9.7%16.4% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

IJRIVV

+18.9%Year to date+11.3%

1.2%Yield1.1%

+22.8%Past year+13.6%

0.06%Fee0.03%

3–1IJR 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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026