Compare · 4 funds side by side · dividends reinvested

SQLV, SPY, IVV and IJR

SQLVFranklin Templeton×SPYSPDR×IVViShares×IJRiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,414IVV · best of the four

Story of the four · IncomeMost incomeIJR · 1.21% · $121 a year on $10k

Story of the four · RiskSmallest drop

SQLV, SPY, IVV and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$875B2.0

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.5%+28.9%+15.2%+7.1%−7.7%16.6%$40M2.6

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.5%+21.3%+16.2%+5.7%−9.7%16.3%$107B2.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$778B2.8

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

End-of-day Nov 10, 2026 · returns include dividends · since: SQLV 2017 · SPY 1993 · IVV 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR S&P 500 ETF · $778B$17,358

SPY

More Ways to See the Pairs

SPY vs SQLV: Top 5 Holdings

Today

SPY

27.3%in top 5

SQLV

in top 54.8%

SPYStockSQLV

7.9%AAPLnot top 5

6.6%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Cost, Income and Risk

Fees: SQLV, SPY, IVV, IJR

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

IJR0.06%$6

SPY0.09%$9

SQLV0.60%$60

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

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SQLV

Royce Quant Small-Cap Quality Value ETF · $40M$14,078

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

SPYMeasureSQLV

+10.8%Year to dateJan 1 → Nov 10+23.5%

+13.0%1 yearTotal return+28.9%

+21.4%3 years · per year$10,000 became $17,888 · $15,277+15.2%

+11.7%5 years · per year$10,000 became $17,358 · $14,078+7.1%

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

1.01%Trailing 12-mo yield$101 · $102 a year on $10k1.02%

−8.9%Worst dropSmaller is better−7.7%

13.8%VolatilityLower is calmer16.6%

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

4–4Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5DXC1.2%

not top 5KD1.0%

not top 5EMBC0.9%

not top 5HRB0.9%

not top 5KSS0.9%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

SPY vs SQLV Returns, Every Period

5Y

SPDRSPY

+11.7%

5 years, per year

SQLVFranklin Templeton

+7.1%

5 years, per year

SPYSQLVFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Core vs Stocks: SPY vs IJR

YTD

SPDRSPY

+10.8%

IJRiShares

+18.5%

+10.8%Year to date+18.5%

−8.9%Worst drop · 1Y−9.7%

13.8%Volatility · 1Y16.3%

1.0%Yield1.2%

$778BAssets$107B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: SQLV, SPY, IVV, IJR

1Y

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

IVV1.11%$111

SQLV1.02%$102

SPY1.01%$101

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$115most kept, IJR

IJR$121 − $6 = $115

IVV$111 − $3 = $108

SPY$101 − $9 = $92

SQLV$102 − $60 = $42

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SQLV, SPY, IVV, IJR

Today

99.9%most shared, SPY and IVV

SQLVSPYIVVIJR

SQLV—0.0%0.0%15.1%

SPY0.0%—99.9%0.0%

IVV0.0%99.9%—0.0%

IJR15.1%0.0%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+28.9%SQLV, at 16.6% volatility

SPYWorst drop−8.9%13.8% vol

IVVWorst drop−8.9%13.8% vol

IJRWorst drop−9.7%16.3% vol

SQLVWorst drop−7.7%16.6% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IJRSQLV

+18.5%Year to date+23.5%

1.2%Yield1.0%

+21.3%Past year+28.9%

0.06%Fee0.60%

2–2level

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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SQLV, SPY, IVV and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four