SPY vs SQLV

ASPY

BSQLV

Measures won4–1SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · SQLV $15,155

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

Smallest drop−7.7%SQLV · worst fall in 1Y

Held in common0.0%SPY and SQLV

SPY

SQLV

State Street SPDR S&P 500 ETF · $798BRoyce Quant Small-Cap Quality Value ETF · $40M

+24.1%3 years · per year$19,132 · $16,710+18.7%

+12.6%5 years · per year$18,060 · $15,155+8.7%

0.09%Expense ratio$9 · $60 on $10k · lower wins0.60%

0.99%12-mo yield$99 · $99 on $10k0.99%

−8.9%Worst dropSmaller wins−7.7%

12.9%VolatilityLower wins16.0%

4–1SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPY · SQLV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk		0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$40M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk		0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$40M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPY vs SQLV

SPY

SPDR S&P 500

$18,060

SQLV

Royce Quant Small-Cap Quality Value

$15,155

MeasureSPYSQLV

Fee0.09%0.60%

Cost on $10k a year$9$60

Yield0.99%0.99%

5 years, per year+12.6%+8.7%

3 years, per year+24.1%+18.7%

Worst drop · 1Y−8.9%−7.7%

Volatility · 1Y12.9%16.0%

4–1measures won
SPY first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: SPY, SQLV

Today

0.0%most shared, SPY and SQLV

SPYSQLV

SPY—0.0%

SQLV0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

SQLV$99 − $60 = $39

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee