Compare · 3 funds side by side · dividends reinvested

SQLT, SPYM and VTI

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

SQLT, SPYM and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.4

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.10%+8.4%+9.9%+21.9%+10.3%−8.9%13.7%$689B1.6

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 5, 2026 · returns include dividends · since: SQLT 2026 · SPYM 2005 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

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

+8.4%Year to dateJan 1 → Nov 5[…]

+9.8%1 yearTotal return[…]

+22.1%3 years · per year$10,000 became $18,222 · […][…]

+11.4%5 years · per year$10,000 became $17,164 · […][…]

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

1.06%Trailing 12-mo yield$106 · $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 5, 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

27.7%in top 5

SQLT

in top 54.9%

SPYMStockSQLT

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5MANH1.1%

not top 5NFG1.1%

not top 5EXEL0.9%

not top 5RGLD0.9%

not top 5MEDP0.9%

Held in common0.4%

End-of-day Nov 5, 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 5, 2026 · dividends in · faded = behind in that period

SPYM vs VTI

YTD

SPDRSPYM

+8.4%

VTIVanguard

+8.4%

+8.4%Year to date+8.4%

−8.9%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y13.7%

1.1%Yield1.1%

$182BAssets$689B

1–0SPYM wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLT, SPYM, VTI

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VTI0.03%$3

SQLT0.20%$20

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SQLT, SPYM, VTI

1.10%highest, VTI

FundTrailing yieldYield$10k

VTI1.10%$110

SPYM1.06%$106

SQLT0.49%$49

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$107most kept, VTI

VTI$110 − $3 = $107

SPYM$106 − $2 = $104

SQLT$49 − $20 = $29

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SQLT, SPYM, VTI

Today

86.5%most shared, SPYM and VTI

SQLTSPYMVTI

SQLT—0.4%3.1%

SPYM0.4%—86.5%

VTI3.1%86.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.9%VTI, at 13.7% volatility

SPYMWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% vol

SQLTWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VTISPYM

+8.4%Year to date+8.4%

1.1%Yield1.1%

+9.9%Past year+9.8%

0.03%Fee0.02%

1–1level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026