Compare · 3 funds side by side · dividends reinvested

SQLT, SPYM and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

SQLT, SPYM and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$178B1.5

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.5

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 6, 2026 · returns include dividends · since: SQLT 2026 · SPYM 2005 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $178B$17,192

SPYM

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

SPYMMeasureSQLT

+8.8%Year to dateJan 1 → Nov 6[…]

+9.8%1 yearTotal return[…]

+21.8%3 years · per year$10,000 became $18,082 · […][…]

+11.4%5 years · per year$10,000 became $17,192 · […][…]

0.02%Expense ratio$2 · $20 a year on $10k · lower is better0.20%

1.05%Trailing 12-mo yield$105 · $49 a year on $10k0.49%

−8.9%Worst dropSmaller is better[…]

13.6%VolatilityLower is calmer[…]

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

2–0SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPYM vs SQLT: Top 5 Holdings

Today

SPYM

27.8%in top 5

SQLT

in top 55.0%

SPYMStockSQLT

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%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 6, 2026 · share of each fund

SPYM vs SQLT Returns, Every Period

SPDRSPYM

+9.8%

past year

SQLTiShares

[…]

past year

Returns […]

SPYMSQLTFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Stocks: SPYM vs IJH

YTD

SPDRSPYM

+8.8%

IJHiShares

+9.5%

+8.8%Year to date+9.5%

−8.9%Worst drop · 1Y−8.8%

13.6%Volatility · 1Y15.5%

1.1%Yield1.3%

$178BAssets$121B

3–1IJH wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLT, SPYM, IJH

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IJH0.05%$5

SQLT0.20%$20

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SQLT, SPYM, IJH

1.25%highest, IJH

FundTrailing yieldYield$10k

IJH1.25%$125

SPYM1.05%$105

SQLT0.49%$49

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

SPYM$105 − $2 = $103

SQLT$49 − $20 = $29

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SQLT, SPYM, IJH

Today

39.2%most shared, SQLT and IJH

SQLTSPYMIJH

SQLT—0.4%39.2%

SPYM0.4%—0.0%

IJH39.2%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+12.9%IJH, at 15.5% volatility

SPYMWorst drop−8.9%13.6% vol

IJHWorst drop−8.8%15.5% vol

SQLTWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJHSPYM

+9.5%Year to date+8.8%

1.3%Yield1.1%

+12.9%Past year+9.8%

0.05%Fee0.02%

3–1IJH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026