Compare · 4 funds side by side · dividends reinvested

SQLV, IWF, SPY and VUG

SQLVFranklin Templeton×IWFiShares×SPYSPDR×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,118SPY · best of the four

02 / 04

SQLV, IWF, SPY and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.8

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.04%+21.1%+25.3%+16.2%+7.2%−7.7%16.5%$39M2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SQLV 2017 · IWF 2000 · SPY 1993 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $819B$17,118

SPY

SQLV

Royce Quant Small-Cap Quality Value ETF · $39M$14,141

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SPYMeasureSQLV

+8.7%Year to dateJan 1 → Nov 6+21.1%

+9.7%1 yearTotal return+25.3%

+21.7%3 years · per year$10,000 became $18,039 · $15,694+16.2%

+11.3%5 years · per year$10,000 became $17,118 · $14,141+7.2%

0.09%Expense ratio$9 · $60 a year on $10k · lower is better0.60%

1.03%Trailing 12-mo yield$103 · $104 a year on $10k1.04%

−8.9%Worst dropSmaller is better−7.7%

13.6%VolatilityLower is calmer16.5%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPY vs SQLV: Top 5 Holdings

Today

SPY

27.8%in top 5

SQLV

in top 54.8%

SPYStockSQLV

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 5DXC1.2%

not top 5KD1.0%

not top 5KSS0.9%

not top 5EMBC0.9%

not top 5HRB0.9%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

SPY vs SQLV Returns, Every Period

SPDRSPY

+11.3%

5 years, per year

SQLVFranklin Templeton

+7.2%

5 years, per year

SPYSQLVFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Stocks: SPY vs SQLV

YTD

SPDRSPY

+8.7%

SQLVFranklin Templeton

+21.1%

+8.7%Year to date+21.1%

−8.9%Worst drop · 1Y−7.7%

13.6%Volatility · 1Y16.5%

1.0%Yield1.0%

$819BAssets$39.4M

2–1SQLV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, IWF, SPY, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SPY0.09%$9

IWF0.18%$18

SQLV0.60%$60

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SQLV, IWF, SPY, VUG

1.04%highest, SQLV

FundTrailing yieldYield$10k

SQLV1.04%$104

SPY1.03%$103

VUG0.42%$42

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

SQLV$104 − $60 = $44

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SQLV, IWF, SPY, VUG

Today

78.0%most shared, IWF and VUG

SQLVIWFSPYVUG

SQLV—0.0%0.0%0.0%

IWF0.0%—55.7%78.0%

SPY0.0%55.7%—54.8%

VUG0.0%78.0%54.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+25.3%SQLV, at 16.5% volatility

SPYWorst drop−8.9%13.6% vol

SQLVWorst drop−7.7%16.5% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SQLVSPY

+21.1%Year to date+8.7%

1.0%Yield1.0%

+25.3%Past year+9.7%

0.60%Fee0.09%

2–1SQLV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026