Compare · 4 funds side by side · dividends reinvested

SQLT, SPYM, IWF and IVV

SQLTiShares×SPYMSPDR×IWFiShares×IVViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,429SPYM · best of the four

02 / 04

SQLT, SPYM, IWF and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+10.9%+13.1%+21.5%+11.8%−8.9%13.7%$179B1.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$875B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B3.1

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: SQLT 2026 · SPYM 2005 · IWF 2000 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $875B$17,414

IVV

IWF

iShares Russell 1000 Growth ETF · $118B$15,699

$10,000 five years ago, dividends reinvested · they hold 56.2% in common

IVVMeasureIWF

+10.9%Year to dateJan 1 → Nov 10−3.4%

+13.0%1 yearTotal return−2.9%

+21.5%3 years · per year$10,000 became $17,934 · $16,897+19.1%

+11.7%5 years · per year$10,000 became $17,414 · $15,699+9.4%

0.03%Expense ratio$3 · $18 a year on $10k · lower is better0.18%

1.11%Trailing 12-mo yield$111 · $38 a year on $10k0.38%

−8.9%Worst dropSmaller is better−14.6%

13.8%VolatilityLower is calmer19.5%

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

8–0IVV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs IWF: Top 5 Holdings

Today

IVV

27.3%in top 5

IWF

in top 538.7%

IVVStockIWF

6.6%NVDA13.3%

7.9%AAPL8.8%

6.2%MSFT6.5%

2.6%GOOGL5.4%

not top 5AVGO4.8%

4.0%AMZNnot top 5

Held in common56.2%

End-of-day Nov 10, 2026 · share of each fund

IVV vs IWF Returns, Every Period

iSharesIVV

+11.7%

5 years, per year

IWFiShares

+9.4%

5 years, per year

IVVIWFFaded: behind in that period

4–0IVV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

IVV vs SPYM

YTD

iSharesIVV

+10.9%

SPYMSPDR

+10.9%

+10.9%Year to date+10.9%

−8.9%Worst drop · 1Y−8.9%

13.8%Volatility · 1Y13.7%

1.1%Yield1.0%

$875BAssets$179B

1–1level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLT, SPYM, IWF, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

IWF0.18%$18

SQLT0.20%$20

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

Yields: SQLT, SPYM, IWF, IVV

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SPYM1.03%$103

SQLT0.48%$48

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

SQLT$48 − $20 = $28

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SQLT, SPYM, IWF, IVV

Today

99.9%most shared, SPYM and IVV

SQLTSPYMIWFIVV

SQLT—0.4%0.6%0.4%

SPYM0.4%—56.2%99.9%

IWF0.6%56.2%—56.2%

IVV0.4%99.9%56.2%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+13.1%SPYM, at 13.7% volatility

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

IWFWorst drop−14.6%19.5% vol

SQLTWorst drop[…][…]

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSPYM

+10.9%Year to date+10.9%

1.1%Yield1.0%

+13.0%Past year+13.1%

0.03%Fee0.02%

2–1SPYM wins

End-of-day Nov 10, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

+10.9%Year to date+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026