Compare · 4 funds side by side · dividends reinvested

SQLV, IVV, SPYM and IWF

SQLVFranklin Templeton×IVViShares×SPYMSPDR×IWFiShares×

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

02 / 04

SQLV, IVV, SPYM 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%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B2.0

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.7%+29.4%+16.2%+7.1%−7.7%16.6%$39M2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.6

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: SQLV 2017 · IVV 2000 · SPYM 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $115B$15,892

IWF

IVV

iShares Core S&P 500 ETF · $853B$17,545

$10,000 five years ago, dividends reinvested · they hold 56.0% in common

IWFMeasureIVV

−2.5%Year to dateJan 1 → Nov 9+11.3%

−2.2%1 yearTotal return+13.6%

+19.8%3 years · per year$10,000 became $17,207 · $18,159+22.0%

+9.7%5 years · per year$10,000 became $15,892 · $17,545+11.9%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

0.38%Trailing 12-mo yield$38 · $111 a year on $10k1.11%

−14.6%Worst dropSmaller is better−8.9%

19.5%VolatilityLower is calmer13.8%

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

0–8IVV wins

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

More Ways to See the Pairs

IWF vs IVV: Top 5 Holdings

Today

IWF

39.7%in top 5

IVV

in top 527.8%

IWFStockIVV

14.3%NVDA7.1%

8.8%AAPL7.9%

6.5%MSFT6.2%

5.5%GOOGL2.6%

4.5%AVGOnot top 5

not top 5AMZN4.0%

Held in common56.0%

End-of-day Nov 9, 2026 · share of each fund

IWF vs IVV Returns, Every Period

iSharesIWF

+9.7%

5 years, per year

IVViShares

+11.9%

5 years, per year

IWFIVVFaded: behind in that period

0–4IVV wins

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

Stocks vs Core: IWF vs IVV

YTD

iSharesIWF

−2.5%

IVViShares

+11.3%

−2.5%Year to date+11.3%

−14.6%Worst drop · 1Y−8.9%

19.5%Volatility · 1Y13.8%

0.4%Yield1.1%

$115BAssets$853B

4–0IVV wins

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

Cost, Income and Risk

Fees: SQLV, IVV, SPYM, IWF

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

IWF0.18%$18

SQLV0.60%$60

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

Yields: SQLV, IVV, SPYM, IWF

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SPYM1.03%$103

SQLV1.02%$102

IWF0.38%$38

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

SQLV$102 − $60 = $42

IWF$38 − $18 = $20

KeptFee

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

Overlap: SQLV, IVV, SPYM, IWF

Today

99.9%most shared, IVV and SPYM

SQLVIVVSPYMIWF

SQLV—0.0%0.0%0.0%

IVV0.0%—99.9%56.0%

SPYM0.0%99.9%—56.0%

IWF0.0%56.0%56.0%—

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

Return vs Bumpiness: 4 ETFs

+29.4%SQLV, at 16.6% volatility

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

SQLVWorst drop−7.7%16.6% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

IVVSQLV

+11.3%Year to date+23.7%

1.1%Yield1.0%

+13.6%Past year+29.4%

0.03%Fee0.60%

2–2level

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

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026