Compare · 4 funds side by side · dividends reinvested

SQLV, VTI, SPY and IWF

SQLVFranklin Templeton×VTIVanguard×SPYSPDR×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,493SPY · best of the four

02 / 04

SQLV, VTI, SPY and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B1.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.0

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.7%+29.4%+16.2%+7.1%−7.7%16.6%$40M2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B3.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: SQLV 2017 · VTI 2001 · SPY 1993 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $778B$17,493

SPY

SQLV

Royce Quant Small-Cap Quality Value ETF · $40M$14,089

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

SPYMeasureSQLV

+11.2%Year to dateJan 1 → Nov 9+23.7%

+13.5%1 yearTotal return+29.4%

+21.9%3 years · per year$10,000 became $18,118 · $15,678+16.2%

+11.8%5 years · per year$10,000 became $17,493 · $14,089+7.1%

0.09%Expense ratio$9 · $60 a year on $10k · lower is better0.60%

1.01%Trailing 12-mo yield$101 · $102 a year on $10k1.02%

−8.9%Worst dropSmaller is better−7.7%

13.7%VolatilityLower is calmer16.6%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPY vs SQLV: Top 5 Holdings

Today

SPY

27.8%in top 5

SQLV

in top 54.9%

SPYStockSQLV

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5DXC1.3%

not top 5KD1.0%

not top 5HRB0.9%

not top 5EMBC0.9%

not top 5KSS0.9%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

SPY vs SQLV Returns, Every Period

SPDRSPY

+11.8%

5 years, per year

SQLVFranklin Templeton

+7.1%

5 years, per year

SPYSQLVFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SPY vs VTI

YTD

SPDRSPY

+11.2%

VTIVanguard

+11.6%

+11.2%Year to date+11.6%

−8.9%Worst drop · 1Y−8.9%

13.7%Volatility · 1Y13.9%

1.0%Yield1.1%

$778BAssets$689B

2–1VTI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, VTI, SPY, IWF

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

SPY0.09%$9

IWF0.18%$18

SQLV0.60%$60

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SQLV, VTI, SPY, IWF

1.06%highest, VTI

FundTrailing yieldYield$10k

VTI1.06%$106

SQLV1.02%$102

SPY1.01%$101

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, VTI

VTI$106 − $3 = $103

SPY$101 − $9 = $92

SQLV$102 − $60 = $42

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SQLV, VTI, SPY, IWF

Today

86.0%most shared, VTI and SPY

SQLVVTISPYIWF

SQLV—0.5%0.0%0.0%

VTI0.5%—86.0%55.8%

SPY0.0%86.0%—55.9%

IWF0.0%55.8%55.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+29.4%SQLV, at 16.6% volatility

SPYWorst drop−8.9%13.7% vol

VTIWorst drop−8.9%13.9% vol

SQLVWorst drop−7.7%16.6% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VTISQLV

+11.6%Year to date+23.7%

1.1%Yield1.0%

+13.9%Past year+29.4%

0.03%Fee0.60%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026