Compare · 4 funds side by side · dividends reinvested

SQLV, VTI, SPYM and VOO

SQLVFranklin Templeton×VTIVanguard×SPYMSPDR×VOOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,126SPYM · best of the four

02 / 04

SQLV, VTI, SPYM and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.4

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.05%+13.4%+13.5%+24.0%+11.5%−8.9%13.1%$689B2.8

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%0.99%+27.7%+33.0%+18.7%+8.7%−7.7%16.0%$41M2.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: SQLV 2017 · VTI 2001 · SPYM 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $41M$15,155

SQLV

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

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

SQLVMeasureVOO

+27.7%Year to dateJan 1 → Nov 4+13.4%

+33.0%1 yearTotal return+13.5%

+18.7%3 years · per year$10,000 became $16,710 · $19,172+24.2%

+8.7%5 years · per year$10,000 became $15,155 · $18,115+12.6%

0.60%Expense ratio$60 · $3 a year on $10k · lower is better0.03%

0.99%Trailing 12-mo yield$99 · $105 a year on $10k1.05%

−7.7%Worst dropSmaller is better−8.9%

16.0%VolatilityLower is calmer12.8%

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

3–5VOO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SQLV vs VOO: Top 5 Holdings

Today

SQLV

4.5%in top 5

VOO

in top 528.3%

SQLVStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

1.1%DXCnot top 5

0.9%KSSnot top 5

0.9%HRBnot top 5

0.8%EMBCnot top 5

0.8%QLYSnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

SQLV vs VOO Returns, Every Period

Franklin TempletonSQLV

+8.7%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

SQLVVOOFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: SQLV vs VOO

YTD

Franklin TempletonSQLV

+27.7%

VOOVanguard

+13.4%

+27.7%Year to date+13.4%

−7.7%Worst drop · 1Y−8.9%

16.0%Volatility · 1Y12.8%

1.0%Yield1.1%

$41.0MAssets$1.00T

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, VTI, SPYM, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VTI0.03%$3

VOO0.03%$3

SQLV0.60%$60

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SQLV, VTI, SPYM, VOO

1.05%highest, VOO

FundTrailing yieldYield$10k

VOO1.05%$105

VTI1.05%$105

SPYM1.01%$101

SQLV0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

VTI$105 − $3 = $102

SPYM$101 − $2 = $99

SQLV$99 − $60 = $39

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SQLV, VTI, SPYM, VOO

Today

94.5%most shared, SPYM and VOO

SQLVVTISPYMVOO

SQLV—0.5%0.0%0.0%

VTI0.5%—87.0%89.0%

SPYM0.0%87.0%—94.5%

VOO0.0%89.0%94.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+33.0%SQLV, at 16.0% volatility

VOOWorst drop−8.9%12.8% vol

SPYMWorst drop−8.9%12.8% vol

VTIWorst drop−8.9%13.1% vol

SQLVWorst drop−7.7%16.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VOOSQLV

+13.4%Year to date+27.7%

1.1%Yield1.0%

+13.5%Past year+33.0%

0.03%Fee0.60%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026