Compare · 4 funds side by side · dividends reinvested

SQLV, VUG, VOO and SPY

SQLVFranklin Templeton×VUGVanguard×VOOVanguard×SPYSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,543VOO · best of the four

02 / 04

SQLV, VUG, VOO and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$1.00T1.6

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%$39M2.5

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%$778B2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−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 9, 2026 · returns include dividends · since: SQLV 2017 · VUG 2004 · VOO 2010 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,543

VOO

VUG

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

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

VOOMeasureVUG

+11.3%Year to dateJan 1 → Nov 9+4.2%

+13.6%1 yearTotal return+4.7%

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

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

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

1.07%Trailing 12-mo yield$107 · $41 a year on $10k0.41%

−8.9%Worst dropSmaller is better−15.1%

13.7%VolatilityLower is calmer19.1%

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

6–1VOO wins

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

More Ways to See the Pairs

VOO vs VUG: Top 5 Holdings

Today

VOO

28.3%in top 5

VUG

in top 545.2%

VOOStockVUG

8.4%NVDA13.5%

7.4%AAPL12.5%

5.8%MSFT9.7%

3.1%GOOGL5.2%

not top 5AVGO4.3%

3.7%AMZNnot top 5

Held in common58.2%

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

VOO vs VUG Returns, Every Period

VanguardVOO

+11.9%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

VOOVUGFaded: behind in that period

3–1VOO wins

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

Core vs Stocks: VOO vs SQLV

YTD

VanguardVOO

+11.3%

SQLVFranklin Templeton

+23.7%

+11.3%Year to date+23.7%

−8.9%Worst drop · 1Y−7.7%

13.7%Volatility · 1Y16.6%

1.1%Yield1.0%

$1.00TAssets$38.9M

2–2level

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

Cost, Income and Risk

Fees: SQLV, VUG, VOO, SPY

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VOO0.03%$3

SPY0.09%$9

SQLV0.60%$60

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

Yields: SQLV, VUG, VOO, SPY

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

SQLV1.02%$102

SPY1.01%$101

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

SPY$101 − $9 = $92

SQLV$102 − $60 = $42

VUG$41 − $3 = $38

KeptFee

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

Overlap: SQLV, VUG, VOO, SPY

Today

92.7%most shared, VOO and SPY

SQLVVUGVOOSPY

SQLV—0.0%0.0%0.0%

VUG0.0%—58.2%55.1%

VOO0.0%58.2%—92.7%

SPY0.0%55.1%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

SPYWorst 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