Compare · 3 funds side by side · dividends reinvested

SQLV, SPY and IJR

SQLVFranklin Templeton×SPYSPDR×IJRiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,060SPY · best of the three

02 / 04

SQLV, SPY and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.9

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.9%+22.7%+19.3%+6.8%−9.7%15.8%$108B2.0

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%0.99%+27.7%+33.0%+18.7%+8.7%−7.7%16.0%$41M2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SQLV 2017 · SPY 1993 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $805B$18,060

SPY

SQLV

Royce Quant Small-Cap Quality Value ETF · $41M$15,155

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

SPYMeasureSQLV

+13.3%Year to dateJan 1 → Nov 4+27.7%

+13.4%1 yearTotal return+33.0%

+24.1%3 years · per year$10,000 became $19,132 · $16,710+18.7%

+12.6%5 years · per year$10,000 became $18,060 · $15,155+8.7%

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

0.99%Trailing 12-mo yield$99 · $99 a year on $10k0.99%

−8.9%Worst dropSmaller is better−7.7%

12.9%VolatilityLower is calmer16.0%

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

4–3SPY wins

End-of-day Nov 4, 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

27.3%in top 5

SQLV

in top 54.5%

SPYStockSQLV

7.7%NVDAnot top 5

7.4%AAPLnot top 5

5.9%MSFTnot top 5

3.8%AMZNnot top 5

2.5%GOOGLnot top 5

not top 5DXC1.1%

not top 5KSS0.9%

not top 5HRB0.9%

not top 5EMBC0.8%

not top 5QLYS0.8%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

SPY vs SQLV Returns, Every Period

SPDRSPY

+12.6%

5 years, per year

SQLVFranklin Templeton

+8.7%

5 years, per year

SPYSQLVFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Core vs Stocks: SPY vs IJR

YTD

SPDRSPY

+13.3%

IJRiShares

+19.9%

+13.3%Year to date+19.9%

−8.9%Worst drop · 1Y−9.7%

12.9%Volatility · 1Y15.8%

1.0%Yield1.2%

$805BAssets$108B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, SPY, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

SPY0.09%$9

SQLV0.60%$60

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SQLV, SPY, IJR

1.20%highest, IJR

FundTrailing yieldYield$10k

IJR1.20%$120

SPY0.99%$99

SQLV0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$114most kept, IJR

IJR$120 − $6 = $114

SPY$99 − $9 = $90

SQLV$99 − $60 = $39

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SQLV, SPY, IJR

Today

15.7%most shared, SQLV and IJR

SQLVSPYIJR

SQLV—0.0%15.7%

SPY0.0%—0.0%

IJR15.7%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+33.0%SQLV, at 16.0% volatility

SPYWorst drop−8.9%12.9% vol

IJRWorst drop−9.7%15.8% vol

SQLVWorst drop−7.7%16.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IJRSQLV

+19.9%Year to date+27.7%

1.2%Yield1.0%

+22.7%Past year+33.0%

0.06%Fee0.60%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026