Compare · 4 funds side by side · dividends reinvested

SQLT, SPYM, SPY and IWF

SQLTiShares×SPYMSPDR×SPYSPDR×IWFiShares×

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

02 / 04

SQLT, SPYM, SPY 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%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B3.1

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.49%[…][…][…][…][…][…]$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 6, 2026 · returns include dividends · since: SQLT 2026 · SPYM 2005 · SPY 1993 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $113B$15,441

IWF

SQLT

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

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

IWFMeasureSQLT

−5.3%Year to dateJan 1 → Nov 6[…]

−6.5%1 yearTotal return[…]

+19.4%3 years · per year$10,000 became $17,022 · […][…]

+9.1%5 years · per year$10,000 became $15,442 · […][…]

0.18%Expense ratio$18 · $20 a year on $10k · lower is better0.20%

0.39%Trailing 12-mo yield$39 · $49 a year on $10k0.49%

−14.6%Worst dropSmaller is better[…]

19.4%VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

IWF vs SQLT: Top 5 Holdings

Today

IWF

39.8%in top 5

SQLT

in top 55.0%

IWFStockSQLT

14.1%NVDAnot top 5

9.0%AAPLnot top 5

6.6%MSFTnot top 5

5.5%GOOGLnot top 5

4.5%AVGOnot top 5

not top 5MANH1.1%

not top 5NFG1.1%

not top 5RGLD1.0%

not top 5EXEL0.9%

not top 5MEDP0.9%

Held in common0.6%

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

IWF vs SQLT Returns, Every Period

iSharesIWF

−6.5%

past year

SQLTiShares

[…]

past year

Returns […]

IWFSQLTFaded: behind in that period

0–0Level

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

Stocks vs Core: IWF vs SPYM

YTD

iSharesIWF

−5.3%

SPYMSPDR

+8.8%

−5.3%Year to date+8.8%

−14.6%Worst drop · 1Y−8.9%

19.4%Volatility · 1Y13.6%

0.4%Yield1.1%

$113BAssets$182B

4–0SPYM wins

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

Cost, Income and Risk

Fees: SQLT, SPYM, SPY, IWF

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

IWF0.18%$18

SQLT0.20%$20

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

Yields: SQLT, SPYM, SPY, IWF

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

SPY1.03%$103

SQLT0.49%$49

IWF0.39%$39

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

SQLT$49 − $20 = $29

IWF$39 − $18 = $21

KeptFee

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

Overlap: SQLT, SPYM, SPY, IWF

Today

99.9%most shared, SPYM and SPY

SQLTSPYMSPYIWF

SQLT—0.4%0.4%0.6%

SPYM0.4%—99.9%55.7%

SPY0.4%99.9%—55.7%

IWF0.6%55.7%55.7%—

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

Return vs Bumpiness: 4 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

IWFWorst drop−14.6%19.4% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

SPYMSPY

+8.8%Year to date+8.7%

1.1%Yield1.0%

+9.8%Past year+9.7%

0.02%Fee0.09%

4–0SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

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