Compare · 3 funds side by side · dividends reinvested

SQLV, VO and SPY

SQLVFranklin Templeton×VOVanguard×SPYSPDR×

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, VO and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.8

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%$39M2.0

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%$819B2.3

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 · VO 2004 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

SPY

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

$10,000 five years ago, dividends reinvested · they hold 16.2% in common

VOMeasureSPY

+10.6%Year to dateJan 1 → Nov 6+8.7%

+11.6%1 yearTotal return+9.7%

+18.6%3 years · per year$10,000 became $16,701 · $18,039+21.7%

+6.3%5 years · per year$10,000 became $13,590 · $17,118+11.3%

0.03%Expense ratio$3 · $9 a year on $10k · lower is better0.09%

1.39%Trailing 12-mo yield$139 · $103 a year on $10k1.03%

−8.2%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer13.6%

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

6–2VO wins

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

More Ways to See the Pairs

VO vs SPY: Top 5 Holdings

Today

5.3%in top 5

SPY

in top 527.8%

VOStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

Held in common16.2%

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

VO vs SPY Returns, Every Period

VanguardVO

+6.3%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

VOSPYFaded: behind in that period

2–2Level

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

VO vs SQLV

YTD

VanguardVO

+10.6%

SQLVFranklin Templeton

+21.1%

+10.6%Year to date+21.1%

−8.2%Worst drop · 1Y−7.7%

12.9%Volatility · 1Y16.5%

1.4%Yield1.0%

$103BAssets$39.4M

2–2level

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

Cost, Income and Risk

Fees: SQLV, VO, SPY

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SPY0.09%$9

SQLV0.60%$60

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

Yields: SQLV, VO, SPY

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

SQLV1.04%$104

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

SPY$103 − $9 = $94

SQLV$104 − $60 = $44

KeptFee

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

Overlap: SQLV, VO, SPY

Today

16.2%most shared, VO and SPY

SQLVVOSPY

SQLV—0.0%0.0%

VO0.0%—16.2%

SPY0.0%16.2%—

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

VOWorst drop−8.2%12.9% vol

SPYWorst drop−8.9%13.6% vol

SQLVWorst drop−7.7%16.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VOSQLV

+10.6%Year to date+21.1%

1.4%Yield1.0%

+11.6%Past year+25.3%

0.03%Fee0.60%

2–2level

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026