Compare · 4 funds side by side · dividends reinvested

SQLT, SPYM, VUG and VO

SQLTiShares×SPYMSPDR×VUGVanguard×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,553SPYM · best of the four

02 / 04

SQLT, SPYM, VUG and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.6

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.6

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 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

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

+11.3%Year to dateJan 1 → Nov 10[…]

+13.6%1 yearTotal return[…]

+22.0%3 years · per year$10,000 became $18,161 · […][…]

+11.9%5 years · per year$10,000 became $17,553 · […][…]

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

1.03%Trailing 12-mo yield$103 · $48 a year on $10k0.48%

−8.9%Worst dropSmaller is better[…]

13.7%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 10, 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

27.8%in top 5

SQLT

in top 55.0%

SPYMStockSQLT

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5MANH1.1%

not top 5NFG1.1%

not top 5RGLD1.0%

not top 5EXEL0.9%

not top 5MEDP0.9%

Held in common0.4%

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

SPYM vs SQLT Returns, Every Period

SPDRSPYM

+13.6%

past year

SQLTiShares

[…]

past year

Returns […]

SPYMSQLTFaded: behind in that period

0–0Level

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

Core vs Stocks: SPYM vs VO

YTD

SPDRSPYM

+11.3%

VOVanguard

+13.6%

+11.3%Year to date+13.6%

−8.9%Worst drop · 1Y−8.2%

13.7%Volatility · 1Y13.1%

1.0%Yield1.4%

$179BAssets$103B

4–0VO wins

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

Cost, Income and Risk

Fees: SQLT, SPYM, VUG, VO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VUG0.03%$3

VO0.03%$3

SQLT0.20%$20

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

Yields: SQLT, SPYM, VUG, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

SPYM1.03%$103

SQLT0.48%$48

VUG0.41%$41

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

SPYM$103 − $2 = $101

VUG$41 − $3 = $38

SQLT$48 − $20 = $28

KeptFee

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

Overlap: SQLT, SPYM, VUG, VO

Today

55.1%most shared, SPYM and VUG

SQLTSPYMVUGVO

SQLT—0.4%0.0%0.0%

SPYM0.4%—55.1%16.1%

VUG0.0%55.1%—10.2%

VO0.0%16.1%10.2%—

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

Return vs Bumpiness: 4 ETFs

+15.6%VO, at 13.1% volatility

VOWorst drop−8.2%13.1% vol

SPYMWorst drop−8.9%13.7% vol

VUGWorst drop−15.1%19.1% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

VOSPYM

+13.6%Year to date+11.3%

1.4%Yield1.0%

+15.6%Past year+13.6%

0.03%Fee0.02%

3–1VO wins

End-of-day Nov 10, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026