Compare · 3 funds side by side · dividends reinvested

SQLV, SPY and VUG

SQLVFranklin Templeton×SPYSPDR×VUGVanguard×

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, SPY and VUG, 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%$819B1.8

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

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

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 · SPY 1993 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

SPY

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 54.8% in common

SPYMeasureVUG

+8.7%Year to dateJan 1 → Nov 6+1.4%

+9.7%1 yearTotal return+0.2%

+21.7%3 years · per year$10,000 became $18,039 · $18,415+22.6%

+11.3%5 years · per year$10,000 became $17,118 · $16,124+10.0%

0.09%Expense ratio$9 · $3 a year on $10k · lower is better0.03%

1.03%Trailing 12-mo yield$103 · $42 a year on $10k0.42%

−8.9%Worst dropSmaller is better−15.1%

13.6%VolatilityLower is calmer19.0%

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

6–2SPY wins

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

More Ways to See the Pairs

SPY vs VUG: Top 5 Holdings

Today

SPY

27.8%in top 5

VUG

in top 545.2%

SPYStockVUG

6.9%NVDA13.5%

7.9%AAPL12.5%

6.3%MSFT9.7%

2.6%GOOGL5.2%

not top 5AVGO4.3%

4.0%AMZNnot top 5

Held in common54.8%

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

SPY vs VUG Returns, Every Period

SPDRSPY

+11.3%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

SPYVUGFaded: behind in that period

3–1SPY wins

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

Core vs Stocks: SPY vs SQLV

YTD

SPDRSPY

+8.7%

SQLVFranklin Templeton

+21.1%

+8.7%Year to date+21.1%

−8.9%Worst drop · 1Y−7.7%

13.6%Volatility · 1Y16.5%

1.0%Yield1.0%

$819BAssets$39.4M

2–1SQLV wins

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

Cost, Income and Risk

Fees: SQLV, SPY, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SPY0.09%$9

SQLV0.60%$60

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SQLV, SPY, VUG

1.04%highest, SQLV

FundTrailing yieldYield$10k

SQLV1.04%$104

SPY1.03%$103

VUG0.42%$42

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

VUG$42 − $3 = $39

KeptFee

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

Overlap: SQLV, SPY, VUG

Today

54.8%most shared, SPY and VUG

SQLVSPYVUG

SQLV—0.0%0.0%

SPY0.0%—54.8%

VUG0.0%54.8%—

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

VUGWorst drop−15.1%19.0% 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