Compare · 4 funds side by side · dividends reinvested

SQLT, VTI, IWF and SPY

SQLTiShares×VTIVanguard×IWFiShares×SPYSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,493SPY · best of the four

02 / 04

SQLT, VTI, IWF and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B3.1

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 9, 2026 · returns include dividends · since: SQLT 2026 · VTI 2001 · IWF 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $778B$17,493

SPY

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

SPYMeasureSQLT

+11.2%Year to dateJan 1 → Nov 9[…]

+13.5%1 yearTotal return[…]

+21.9%3 years · per year$10,000 became $18,118 · […][…]

+11.8%5 years · per year$10,000 became $17,493 · […][…]

0.09%Expense ratio$9 · $20 a year on $10k · lower is better0.20%

1.01%Trailing 12-mo yield$101 · $48 a year on $10k0.48%

−8.9%Worst dropSmaller is better[…]

13.7%VolatilityLower is calmer[…]

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

2–0SPY wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPY vs SQLT: Top 5 Holdings

Today

SPY

27.8%in top 5

SQLT

in top 55.0%

SPYStockSQLT

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%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 9, 2026 · share of each fund

SPY vs SQLT Returns, Every Period

SPDRSPY

+13.5%

past year

SQLTiShares

[…]

past year

Returns […]

SPYSQLTFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SPY vs VTI

YTD

SPDRSPY

+11.2%

VTIVanguard

+11.6%

+11.2%Year to date+11.6%

−8.9%Worst drop · 1Y−8.9%

13.7%Volatility · 1Y13.9%

1.0%Yield1.1%

$778BAssets$689B

2–1VTI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLT, VTI, IWF, SPY

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

SPY0.09%$9

IWF0.18%$18

SQLT0.20%$20

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SQLT, VTI, IWF, SPY

1.06%highest, VTI

FundTrailing yieldYield$10k

VTI1.06%$106

SPY1.01%$101

SQLT0.48%$48

IWF0.39%$39

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, VTI

VTI$106 − $3 = $103

SPY$101 − $9 = $92

SQLT$48 − $20 = $28

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SQLT, VTI, IWF, SPY

Today

85.5%most shared, VTI and SPY

SQLTVTIIWFSPY

SQLT—3.1%0.6%0.4%

VTI3.1%—55.8%85.5%

IWF0.6%55.8%—55.7%

SPY0.4%85.5%55.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+13.9%VTI, at 13.9% volatility

SPYWorst drop−8.9%13.7% vol

VTIWorst drop−8.9%13.9% vol

IWFWorst drop−14.6%19.4% vol

SQLTWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VTISPY

+11.6%Year to date+11.2%

1.1%Yield1.0%

+13.9%Past year+13.5%

0.03%Fee0.09%

4–0VTI wins

End-of-day Nov 9, 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 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.6%

+11.6%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$93.2B

1–0VTI wins

End-of-day Nov 9, 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$59.7B

1–1level

End-of-day Nov 9, 2026