Compare · 4 funds side by side · dividends reinvested

SQLV, SPY, IWF and IJH

SQLVFranklin Templeton×SPYSPDR×IWFiShares×IJHiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,099SPY · best of the four

02 / 04

SQLV, SPY, IWF and IJH, 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%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B2.0

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$125B2.3

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.03%+22.6%+28.3%+16.8%+7.5%−7.7%16.5%$41M2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B3.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: SQLV 2017 · SPY 1993 · IWF 2000 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $41M$14,355

SQLV

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

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

SQLVMeasureSPY

+22.6%Year to dateJan 1 → Nov 5+8.3%

+28.3%1 yearTotal return+9.7%

+16.8%3 years · per year$10,000 became $15,951 · $18,174+22.0%

+7.5%5 years · per year$10,000 became $14,355 · $17,099+11.3%

0.60%Expense ratio$60 · $9 a year on $10k · lower is better0.09%

1.03%Trailing 12-mo yield$103 · $103 a year on $10k1.03%

−7.7%Worst dropSmaller is better−8.9%

16.5%VolatilityLower is calmer13.6%

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

3–4SPY wins

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

More Ways to See the Pairs

SQLV vs SPY: Top 5 Holdings

Today

SQLV

4.5%in top 5

SPY

in top 527.7%

SQLVStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

1.1%DXCnot top 5

0.9%KSSnot top 5

0.9%HRBnot top 5

0.8%EMBCnot top 5

0.8%QLYSnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

SQLV vs SPY Returns, Every Period

Franklin TempletonSQLV

+7.5%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

SQLVSPYFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SQLV vs IJH

YTD

Franklin TempletonSQLV

+22.6%

IJHiShares

+9.5%

+22.6%Year to date+9.5%

−7.7%Worst drop · 1Y−8.8%

16.5%Volatility · 1Y15.5%

1.0%Yield1.3%

$41.0MAssets$125B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, SPY, IWF, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

SPY0.09%$9

IWF0.18%$18

SQLV0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SQLV, SPY, IWF, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

SPY1.03%$103

SQLV1.03%$103

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

SPY$103 − $9 = $94

SQLV$103 − $60 = $43

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SQLV, SPY, IWF, IJH

Today

56.4%most shared, SPY and IWF

SQLVSPYIWFIJH

SQLV—0.0%0.0%2.7%

SPY0.0%—56.4%0.0%

IWF0.0%56.4%—1.9%

IJH2.7%0.0%1.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+28.3%SQLV, at 16.5% volatility

SPYWorst drop−8.9%13.6% vol

IJHWorst drop−8.8%15.5% vol

SQLVWorst drop−7.7%16.5% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IJHSQLV

+9.5%Year to date+22.6%

1.3%Yield1.0%

+12.9%Past year+28.3%

0.05%Fee0.60%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026