Compare · 3 funds side by side · dividends reinvested

SQLT, SPYM and IJR

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 IJR, 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%$182B1.4

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B1.6

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

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Small-Cap ETF · $104B$13,170

IJR

SQLT

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

$10,000 five years ago, dividends reinvested · they hold 27.0% in common

IJRMeasureSQLT

+15.5%Year to dateJan 1 → Nov 6[…]

+17.6%1 yearTotal return[…]

+17.3%3 years · per year$10,000 became $16,147 · […][…]

+5.7%5 years · per year$10,000 became $13,170 · […][…]

0.06%Expense ratio$6 · $20 a year on $10k · lower is better0.20%

1.24%Trailing 12-mo yield$124 · $49 a year on $10k0.49%

−9.7%Worst dropSmaller is better[…]

16.2%VolatilityLower is calmer[…]

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

2–0IJR wins

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

More Ways to See the Pairs

IJR vs SQLT: Top 5 Holdings

Today

IJR

2.6%in top 5

SQLT

in top 55.0%

IJRStockSQLT

not top 5MANH1.1%

not top 5NFG1.1%

not top 5RGLD1.0%

not top 5EXEL0.9%

not top 5MEDP0.9%

0.6%PAYCnot top 5

0.5%LTHnot top 5

0.5%MTCHnot top 5

0.5%RHPnot top 5

0.5%PTGXnot top 5

Held in common27.0%

End-of-day Nov 6, 2026 · share of each fund

IJR vs SQLT Returns, Every Period

iSharesIJR

+17.6%

past year

SQLTiShares

[…]

past year

Returns […]

IJRSQLTFaded: behind in that period

0–0Level

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

Stocks vs Core: IJR vs SPYM

YTD

iSharesIJR

+15.5%

SPYMSPDR

+8.8%

+15.5%Year to date+8.8%

−9.7%Worst drop · 1Y−8.9%

16.2%Volatility · 1Y13.6%

1.2%Yield1.1%

$104BAssets$182B

2–2level

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

Cost, Income and Risk

Fees: SQLT, SPYM, IJR

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IJR0.06%$6

SQLT0.20%$20

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

Yields: SQLT, SPYM, IJR

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

SPYM1.05%$105

SQLT0.49%$49

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

SPYM$105 − $2 = $103

SQLT$49 − $20 = $29

KeptFee

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

Overlap: SQLT, SPYM, IJR

Today

27.0%most shared, SQLT and IJR

SQLTSPYMIJR

SQLT—0.4%27.0%

SPYM0.4%—0.0%

IJR27.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+17.6%IJR, at 16.2% volatility

SPYMWorst drop−8.9%13.6% vol

IJRWorst drop−9.7%16.2% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

IJRSPYM

+15.5%Year to date+8.8%

1.2%Yield1.1%

+17.6%Past year+9.8%

0.06%Fee0.02%

3–1IJR 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%

$182BAssets$819B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026