Compare · 4 funds side by side · dividends reinvested

SQLV, VUG, SPYM and VOO

SQLVFranklin Templeton×VUGVanguard×SPYMSPDR×VOOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,553SPYM · best of the four

02 / 04

SQLV, VUG, 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%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.3

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%$39M2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B3.3

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 · VUG 2004 · SPYM 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,565

VUG

VOO

Vanguard S&P 500 ETF · $1.00T$17,543

$10,000 five years ago, dividends reinvested · they hold 58.2% in common

VUGMeasureVOO

+4.2%Year to dateJan 1 → Nov 9+11.3%

+4.7%1 yearTotal return+13.6%

+22.9%3 years · per year$10,000 became $18,569 · $18,159+22.0%

+10.6%5 years · per year$10,000 became $16,565 · $17,543+11.9%

0.03%Expense ratio$3 · $3 a year on $10k · lower is better0.03%

0.41%Trailing 12-mo yield$41 · $107 a year on $10k1.07%

−15.1%Worst dropSmaller is better−8.9%

19.1%VolatilityLower is calmer13.7%

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

1–6VOO wins

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

More Ways to See the Pairs

VUG vs VOO: Top 5 Holdings

Today

VUG

45.2%in top 5

VOO

in top 528.3%

VUGStockVOO

13.5%NVDA8.4%

12.5%AAPL7.4%

9.7%MSFT5.8%

5.2%GOOGL3.1%

4.3%AVGOnot top 5

not top 5AMZN3.7%

Held in common58.2%

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

VUG vs VOO Returns, Every Period

VanguardVUG

+10.6%

5 years, per year

VOOVanguard

+11.9%

5 years, per year

VUGVOOFaded: behind in that period

1–3VOO wins

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

Stocks vs Core: VUG vs VOO

YTD

VanguardVUG

+4.2%

VOOVanguard

+11.3%

+4.2%Year to date+11.3%

−15.1%Worst drop · 1Y−8.9%

19.1%Volatility · 1Y13.7%

0.4%Yield1.1%

$233BAssets$1.00T

4–0VOO wins

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

Cost, Income and Risk

Fees: SQLV, VUG, SPYM, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VUG0.03%$3

VOO0.03%$3

SQLV0.60%$60

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

Yields: SQLV, VUG, SPYM, VOO

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

SPYM1.03%$103

SQLV1.02%$102

VUG0.41%$41

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

SQLV$102 − $60 = $42

VUG$41 − $3 = $38

KeptFee

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

Overlap: SQLV, VUG, SPYM, VOO

Today

92.7%most shared, SPYM and VOO

SQLVVUGSPYMVOO

SQLV—0.0%0.0%0.0%

VUG0.0%—55.1%58.2%

SPYM0.0%55.1%—92.7%

VOO0.0%58.2%92.7%—

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

VOOWorst drop−8.9%13.7% vol

SPYMWorst drop−8.9%13.7% vol

SQLVWorst drop−7.7%16.6% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

VOOSQLV

+11.3%Year to date+23.7%

1.1%Yield1.0%

+13.6%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

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$59.7B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026