SPY vs SQLV

ASPY

BSQLV

Measures won4–1SPY wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · SPY $18,060

Lowest cost0.03%IVV · $3 on $10k

Most income1.09%IVV · $109 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 · $805BRoyce Quant Small-Cap Quality Value ETF · $41M

+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 yearsAll three, one 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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	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%	$804.8B
3	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%	$41M

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	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%	$804.8B
3	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%	$41M

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: SPY, SQLV, IVV

Today

99.9%most shared, SPY and IVV

SPYSQLVIVV

SPY—0.0%99.9%

SQLV0.0%—0.0%

IVV99.9%0.0%—

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

SPY$99 − $9 = $90

SQLV$99 − $60 = $39

KeptFee

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