Compare · 4 funds side by side · dividends reinvested

SQLV, SPY, IWF and VOO

SQLVFranklin Templeton×SPYSPDR×IWFiShares×VOOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,156VOO · best of the four

02 / 04

SQLV, SPY, IWF and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.5

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%$805B2.3

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%$41M2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B3.6

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 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $121B$15,330

IWF

SQLV

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

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

IWFMeasureSQLV

−6.5%Year to dateJan 1 → Nov 5+22.6%

−7.6%1 yearTotal return+28.3%

+19.5%3 years · per year$10,000 became $17,073 · $15,951+16.8%

+8.9%5 years · per year$10,000 became $15,330 · $14,355+7.5%

0.18%Expense ratio$18 · $60 a year on $10k · lower is better0.60%

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

−14.6%Worst dropSmaller is better−7.7%

19.3%VolatilityLower is calmer16.5%

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

3–5SQLV wins

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

More Ways to See the Pairs

IWF vs SQLV: Top 5 Holdings

Today

IWF

39.6%in top 5

SQLV

in top 54.5%

IWFStockSQLV

14.6%NVDAnot top 5

8.5%AAPLnot top 5

6.4%MSFTnot top 5

5.3%GOOGLnot top 5

4.7%AVGOnot 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 5, 2026 · share of each fund

IWF vs SQLV Returns, Every Period

iSharesIWF

+8.9%

5 years, per year

SQLVFranklin Templeton

+7.5%

5 years, per year

IWFSQLVFaded: behind in that period

2–2Level

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

Stocks vs Core: IWF vs VOO

YTD

iSharesIWF

−6.5%

VOOVanguard

+8.4%

−6.5%Year to date+8.4%

−14.6%Worst drop · 1Y−8.9%

19.3%Volatility · 1Y13.5%

0.4%Yield1.1%

$121BAssets$1.00T

4–0VOO wins

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

Cost, Income and Risk

Fees: SQLV, SPY, IWF, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

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, VOO

1.10%highest, VOO

FundTrailing yieldYield$10k

VOO1.10%$110

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

$107most kept, VOO

VOO$110 − $3 = $107

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, VOO

Today

93.5%most shared, SPY and VOO

SQLVSPYIWFVOO

SQLV—0.0%0.0%0.0%

SPY0.0%—56.4%93.5%

IWF0.0%56.4%—59.2%

VOO0.0%93.5%59.2%—

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

VOOWorst drop−8.9%13.5% vol

SPYWorst drop−8.9%13.6% 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

VOOSQLV

+8.4%Year to date+22.6%

1.1%Yield1.0%

+9.8%Past year+28.3%

0.03%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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026