Compare · 4 funds side by side · dividends reinvested

SQLV, SPYM, VO and IWF

SQLVFranklin Templeton×SPYMSPDR×VOVanguard×IWFiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,537SPYM · best of the four

Story of the four · IncomeMost incomeVO · 1.33% · $133 a year on $10k

Story of the four · RiskSmallest drop

SQLV, SPYM, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B2.0

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B2.0

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.9%+28.0%+15.7%+6.6%−7.7%16.6%$40M2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B3.4

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

End-of-day Nov 11, 2026 · returns include dividends · since: SQLV 2017 · SPYM 2005 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR Portfolio S&P 500 ETF · $183B$17,537

SPYM

More Ways to See the Pairs

SPYM vs SQLV: Top 5 Holdings

Today

SPYM

26.9%in top 5

SQLV

in top 54.9%

SPYMStockSQLV

7.8%AAPLnot top 5

6.3%NVDAnot top 5

6.1%MSFTnot top 5

4.1%AMZNnot top 5

2.6%GOOGLnot top 5

Cost, Income and Risk

Fees: SQLV, SPYM, VO, IWF

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VO0.03%$3

IWF0.18%$18

SQLV0.60%$60

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SQLV

Royce Quant Small-Cap Quality Value ETF · $40M$13,771

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

SPYMMeasureSQLV

+12.4%Year to dateJan 1 → Nov 11+23.9%

+12.8%1 yearTotal return+28.0%

+21.9%3 years · per year$10,000 became $18,134 · $15,474+15.7%

+11.9%5 years · per year$10,000 became $17,537 · $13,771+6.6%

0.02%Expense ratio$2 · $60 a year on $10k · lower is better0.60%

1.02%Trailing 12-mo yield$102 · $102 a year on $10k1.02%

−8.9%Worst dropSmaller is better−7.7%

13.7%VolatilityLower is calmer16.6%

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

4–3SPYM wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5DXC1.3%

not top 5KD1.0%

not top 5KSS0.9%

not top 5EMBC0.9%

not top 5FHI0.8%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

SPYM vs SQLV Returns, Every Period

5Y

SPDRSPYM

+11.9%

5 years, per year

SQLVFranklin Templeton

+6.6%

5 years, per year

SPYMSQLVFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Core vs Stocks: SPYM vs VO

YTD

SPDRSPYM

+12.4%

VOVanguard

+15.0%

+12.4%Year to date+15.0%

−8.9%Worst drop · 1Y−8.2%

13.7%Volatility · 1Y13.1%

1.0%Yield1.3%

$183BAssets$103B

4–0VO wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: SQLV, SPYM, VO, IWF

1Y

1.33%highest, VO

FundTrailing yieldYield$10k

VO1.33%$133

SPYM1.02%$102

SQLV1.02%$102

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$130most kept, VO

VO$133 − $3 = $130

SPYM$102 − $2 = $100

SQLV$102 − $60 = $42

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SQLV, SPYM, VO, IWF

Today

55.9%most shared, SPYM and IWF

SQLVSPYMVOIWF

SQLV—0.0%0.0%0.0%

SPYM0.0%—16.2%55.9%

VO0.0%16.2%—9.4%

IWF0.0%55.9%9.4%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+28.0%SQLV, at 16.6% volatility

VOWorst drop−8.2%13.1% vol

SPYMWorst drop−8.9%13.7% vol

SQLVWorst drop−7.7%16.6% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

VOSQLV

+15.0%Year to date+23.9%

1.3%Yield1.0%

+15.0%Past year+28.0%

0.03%Fee0.60%

2–2level

End-of-day Nov 11, 2026

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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SQLV, SPYM, VO and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four