Compare · 3 funds side by side · dividends reinvested

SQLT, SPYM and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,537SPYM · best of the three

Story of the three · IncomeMost incomeSPYM · 1.02% · $102 a year on $10k

Story of the three · RiskSmallest drop

SQLT, SPYM and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B1.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B2.1

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: SQLT 2026 · SPYM 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 Growth ETF · $117B$15,927

IWF

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,537

$10,000 five years ago, dividends reinvested · they hold 55.9% in common

IWF

More Ways to See the Pairs

IWF vs SPYM: Top 5 Holdings

Today

IWF

38.3%in top 5

SPYM

in top 526.9%

IWFStockSPYM

12.7%NVDA6.3%

8.8%AAPL7.8%

6.4%MSFT6.1%

5.4%GOOGL2.6%

5.0%

Cost, Income and Risk

Fees: SQLT, SPYM, IWF

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IWF0.18%$18

SQLT0.20%$20

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: SQLT, SPYM, IWF

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

Measure

SPYM

−1.2%Year to dateJan 1 → Nov 11+12.4%

−2.8%1 yearTotal return+12.8%

+19.8%3 years · per year$10,000 became $17,180 · $18,134+21.9%

+9.8%5 years · per year$10,000 became $15,927 · $17,537+11.9%

0.18%Expense ratio$18 · $2 a year on $10k · lower is better0.02%

0.37%Trailing 12-mo yield$37 · $102 a year on $10k1.02%

−14.6%Worst dropSmaller is better−8.9%

19.6%VolatilityLower is calmer13.7%

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

0–8SPYM wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

AVGO

not top 5

not top 5AMZN4.1%

Held in common55.9%

End-of-day Nov 11, 2026 · share of each fund

IWF vs SPYM Returns, Every Period

5Y

iSharesIWF

+9.8%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

IWFSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Core: IWF vs SPYM

YTD

iSharesIWF

−1.2%

SPYMSPDR

+12.4%

−1.2%Year to date+12.4%

−14.6%Worst drop · 1Y−8.9%

19.6%Volatility · 1Y13.7%

0.4%Yield1.0%

$117BAssets$183B

4–0SPYM wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.02%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.02%$102

SQLT0.48%$48

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$100most kept, SPYM

SPYM$102 − $2 = $100

SQLT$48 − $20 = $28

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SQLT, SPYM, IWF

Today

55.9%most shared, SPYM and IWF

SQLTSPYMIWF

SQLT—0.4%0.6%

SPYM0.4%—55.9%

IWF0.6%55.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.8%SPYM, at 13.7% volatility

SPYMWorst drop−8.9%13.7% vol

IWFWorst drop−14.6%19.6% vol

SQLTWorst drop[…][…]

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMIWF

+12.4%Year to date−1.2%

1.0%Yield0.4%

+12.8%Past year−2.8%

0.02%Fee0.18%

4–0SPYM wins

End-of-day Nov 11, 2026

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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SQLT, SPYM and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three