Compare · 3 funds side by side · dividends reinvested

SQLV, IWF and SPY

SQLVFranklin Templeton×IWFiShares×SPYSPDR×

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

02 / 04

SQLV, IWF and SPY, 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%$819B1.5

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%$39M1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.6

Rank among the three1st → 3rdFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $113B$15,441

IWF

SPY

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

$10,000 five years ago, dividends reinvested · they hold 55.7% in common

IWFMeasureSPY

−5.3%Year to dateJan 1 → Nov 6+8.7%

−6.5%1 yearTotal return+9.7%

+19.4%3 years · per year$10,000 became $17,022 · $18,039+21.7%

+9.1%5 years · per year$10,000 became $15,442 · $17,118+11.3%

0.18%Expense ratio$18 · $9 a year on $10k · lower is better0.09%

0.39%Trailing 12-mo yield$39 · $103 a year on $10k1.03%

−14.6%Worst dropSmaller is better−8.9%

19.4%VolatilityLower is calmer13.6%

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

0–8SPY wins

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

More Ways to See the Pairs

IWF vs SPY: Top 5 Holdings

Today

IWF

39.8%in top 5

SPY

in top 527.8%

IWFStockSPY

14.1%NVDA6.9%

9.0%AAPL7.9%

6.6%MSFT6.3%

5.5%GOOGL2.6%

4.5%AVGOnot top 5

not top 5AMZN4.0%

Held in common55.7%

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

IWF vs SPY Returns, Every Period

iSharesIWF

+9.1%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

IWFSPYFaded: behind in that period

0–4SPY wins

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

IWF vs SQLV

YTD

iSharesIWF

−5.3%

SQLVFranklin Templeton

+21.1%

−5.3%Year to date+21.1%

−14.6%Worst drop · 1Y−7.7%

19.4%Volatility · 1Y16.5%

0.4%Yield1.0%

$113BAssets$39.4M

4–0SQLV wins

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

Cost, Income and Risk

Fees: SQLV, IWF, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

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

1.04%highest, SQLV

FundTrailing yieldYield$10k

SQLV1.04%$104

SPY1.03%$103

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

IWF$39 − $18 = $21

KeptFee

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

Overlap: SQLV, IWF, SPY

Today

55.7%most shared, IWF and SPY

SQLVIWFSPY

SQLV—0.0%0.0%

IWF0.0%—55.7%

SPY0.0%55.7%—

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

Return vs Bumpiness: 3 ETFs

+25.3%SQLV, at 16.5% volatility

SPYWorst drop−8.9%13.6% vol

SQLVWorst drop−7.7%16.5% 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 Three

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