SQLT vs SPYM

ASQLT

BSPYM

Measures won0–2SPYM wins · of 6 · 1Y

$10,000 · 1Y$11,186SPYM · SPY $11,179

Lowest cost0.02%SPYM · $2 on $10k

Most income1.03%SPYM · $103 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.4%SQLT and SPYM

SQLT

SPYM

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7MState Street SPDR Portfolio S&P 500 ETF · $185B

[…]Year to dateJan 1 → Nov 3+11.5%

[…]1 yearTotal return+11.9%

0.20%Expense ratio$20 · $2 on $10k · lower wins0.02%

0.48%12-mo yield$48 · $103 on $10k1.03%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins12.7%

0–2SPYM wins

$10,000 · 1 yearAll three, one scale

Shared top holdingsSQLT · SPYM

0.7%RVTY0.0%

0.6%APA0.0%

0.7%CRL0.0%

0.8%ZBRA0.0%

Held in common0.4%

End-of-day Nov 3, 2026 · $10,000 1 year ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

1Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	−0.3%	new	new	new	new	[…]	$7M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

1Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	ASQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	−0.3%	new	new	new	new	[…]	$7M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SQLT vs SPYM

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

SPYM

SPDR Portfolio S&P 500

$11,186

MeasureSQLTSPYM

Fee0.20%0.02%

Cost on $10k a year$20$2

Yield0.48%1.03%

5 years, per year[…]+12.2%

3 years, per year[…]+24.1%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]12.7%

2–0measures won
SPYM first

0.4%

holdings shared

Nov 3, 2026 · $10,000 one year ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: SQLT, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

SQLTSPYMSPY

SQLT—0.4%0.4%

SPYM0.4%—99.9%

SPY0.4%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

SQLT$48 − $20 = $28

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee