Compare · 3 funds side by side · dividends reinvested

SQLV, VUG and SPYM

SQLVFranklin Templeton×VUGVanguard×SPYMSPDR×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

SQLV, VUG and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$178B1.5

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

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.5

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 · VUG 2004 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $178B$17,192

SPYM

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 54.8% in common

SPYMMeasureVUG

+8.8%Year to dateJan 1 → Nov 6+1.4%

+9.8%1 yearTotal return+0.2%

+21.8%3 years · per year$10,000 became $18,082 · $18,415+22.6%

+11.4%5 years · per year$10,000 became $17,192 · $16,124+10.0%

0.02%Expense ratio$2 · $3 a year on $10k · lower is better0.03%

1.05%Trailing 12-mo yield$105 · $42 a year on $10k0.42%

−8.9%Worst dropSmaller is better−15.1%

13.6%VolatilityLower is calmer19.0%

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

7–1SPYM wins

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

More Ways to See the Pairs

SPYM vs VUG: Top 5 Holdings

Today

SPYM

27.8%in top 5

VUG

in top 545.2%

SPYMStockVUG

6.9%NVDA13.5%

7.9%AAPL12.5%

6.3%MSFT9.7%

2.6%GOOGL5.2%

not top 5AVGO4.3%

4.0%AMZNnot top 5

Held in common54.8%

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

SPYM vs VUG Returns, Every Period

SPDRSPYM

+11.4%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

SPYMVUGFaded: behind in that period

3–1SPYM wins

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

Core vs Stocks: SPYM vs SQLV

YTD

SPDRSPYM

+8.8%

SQLVFranklin Templeton

+21.1%

+8.8%Year to date+21.1%

−8.9%Worst drop · 1Y−7.7%

13.6%Volatility · 1Y16.5%

1.1%Yield1.0%

$178BAssets$38.9M

2–2level

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

Cost, Income and Risk

Fees: SQLV, VUG, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VUG0.03%$3

SQLV0.60%$60

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

Yields: SQLV, VUG, SPYM

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

SQLV1.04%$104

VUG0.42%$42

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

SQLV$104 − $60 = $44

VUG$42 − $3 = $39

KeptFee

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

Overlap: SQLV, VUG, SPYM

Today

54.8%most shared, VUG and SPYM

SQLVVUGSPYM

SQLV—0.0%0.0%

VUG0.0%—54.8%

SPYM0.0%54.8%—

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

SPYMWorst drop−8.9%13.6% vol

SQLVWorst drop−7.7%16.5% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

SPYMSQLV

+8.8%Year to date+21.1%

1.1%Yield1.0%

+9.8%Past year+25.3%

0.02%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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

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