Compare · 2 funds side by side · dividends reinvested

SQLT and SPYM

SQLTiShares×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,749SPYM · best of the two

02 / 03

SQLT and SPYM, 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%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.0

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: SQLT 2026 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

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

+11.5%Year to dateJan 1 → Nov 3[…]

+11.9%1 yearTotal return[…]

+24.1%3 years · per year$10,000 became $19,092 · […][…]

+12.2%5 years · per year$10,000 became $17,749 · […][…]

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[…]

12.7%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 3, 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

27.4%in top 5

SQLT

in top 54.9%

SPYMStockSQLT

7.8%NVDAnot top 5

7.7%AAPLnot top 5

5.9%MSFTnot top 5

3.6%AMZNnot top 5

2.5%GOOGLnot top 5

not top 5NFG1.2%

not top 5MANH1.1%

not top 5EXEL0.9%

not top 5MEDP0.9%

not top 5RGLD0.8%

Held in common0.4%

End-of-day Nov 3, 2026 · share of each fund

SPYM vs SQLT Returns, Every Period

SPDRSPYM

+11.9%

past year

SQLTiShares

[…]

past year

Returns […]

SPYMSQLTFaded: behind in that period

0–0Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Core vs Stocks: SPYM vs SQLT

YTD

SPDRSPYM

+11.5%

SQLTiShares

[…]

+11.5%Year to date[…]

−8.9%Worst drop · 1Y[…]

12.7%Volatility · 1Y[…]

1.0%Yield0.5%

$185BAssets$6.8M

1–0SPYM wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLT, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SQLT0.20%$20

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SQLT, SPYM

1.03%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.03%$103

SQLT0.48%$48

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

SQLT$48 − $20 = $28

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SQLT, SPYM

Today

0.4%most shared, SQLT and SPYM

SQLTSPYM

SQLT—0.4%

SPYM0.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%SPYM, at 12.7% volatility

SPYMWorst drop−8.9%12.7% vol

SQLTWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026