Compare · 4 funds side by side · dividends reinvested

SQLV, VUG, SPY and IVV

SQLVFranklin Templeton×VUGVanguard×SPYSPDR×IVViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,414IVV · best of the four

02 / 04

SQLV, VUG, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$875B1.8

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.5%+28.9%+15.2%+7.1%−7.7%16.6%$40M2.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$778B2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B3.1

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

End-of-day Nov 10, 2026 · returns include dividends · since: SQLV 2017 · VUG 2004 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $875B$17,414

IVV

SPY

State Street SPDR S&P 500 ETF · $778B$17,358

$10,000 five years ago, dividends reinvested · they hold 99.9% in common

IVVMeasureSPY

+10.9%Year to dateJan 1 → Nov 10+10.8%

+13.0%1 yearTotal return+13.0%

+21.5%3 years · per year$10,000 became $17,934 · $17,888+21.4%

+11.7%5 years · per year$10,000 became $17,414 · $17,358+11.7%

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

1.11%Trailing 12-mo yield$111 · $101 a year on $10k1.01%

−8.9%Worst dropSmaller is better−8.9%

13.8%VolatilityLower is calmer13.8%

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

4–0IVV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs SPY: Top 5 Holdings

Today

IVV

27.3%in top 5

SPY

in top 527.3%

IVVStockSPY

7.9%AAPL7.9%

6.6%NVDA6.6%

6.2%MSFT6.2%

4.0%AMZN4.0%

2.6%GOOGL2.6%

Held in common99.9%

End-of-day Nov 10, 2026 · share of each fund

IVV vs SPY Returns, Every Period

iSharesIVV

+11.7%

5 years, per year

SPYSPDR

+11.7%

5 years, per year

IVVSPYFaded: behind in that period

2–0IVV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Core vs Stocks: IVV vs SQLV

YTD

iSharesIVV

+10.9%

SQLVFranklin Templeton

+23.5%

+10.9%Year to date+23.5%

−8.9%Worst drop · 1Y−7.7%

13.8%Volatility · 1Y16.6%

1.1%Yield1.0%

$875BAssets$39.8M

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, VUG, SPY, IVV

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IVV0.03%$3

SPY0.09%$9

SQLV0.60%$60

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

Yields: SQLV, VUG, SPY, IVV

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SQLV1.02%$102

SPY1.01%$101

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPY$101 − $9 = $92

SQLV$102 − $60 = $42

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SQLV, VUG, SPY, IVV

Today

99.9%most shared, SPY and IVV

SQLVVUGSPYIVV

SQLV—0.0%0.0%0.0%

VUG0.0%—55.3%55.3%

SPY0.0%55.3%—99.9%

IVV0.0%55.3%99.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+28.9%SQLV, at 16.6% volatility

SPYWorst drop−8.9%13.8% vol

IVVWorst drop−8.9%13.8% vol

SQLVWorst drop−7.7%16.6% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSQLV

+10.9%Year to date+23.5%

1.1%Yield1.0%

+13.0%Past year+28.9%

0.03%Fee0.60%

2–2level

End-of-day Nov 10, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

+10.9%Year to date+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026