SPYM vs SQLT

ASPYM

BSQLT

Measures won2–0SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · SPY $17,688

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%SPYM and SQLT

SPYM

SQLT

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

+24.1%3 years · per year$19,092 · […][…]

+12.2%5 years · per year$17,749 · […][…]

0.02%Expense ratio$2 · $20 on $10k · lower wins0.20%

1.03%12-mo yield$103 · $48 on $10k0.48%

−8.9%Worst dropSmaller wins[…]

12.7%VolatilityLower wins[…]

2–0SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPYM · SQLT

0.0%RVTY0.7%

0.0%APA0.6%

0.0%CRL0.7%

0.0%ZBRA0.8%

Held in common0.4%

End-of-day Nov 3, 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	ASPYM	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	BSQLT	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

5Y3 funds

#
1	ASPYM	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	BSQLT	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

SPYM vs SQLT

SPYM

SPDR Portfolio S&P 500

$17,749

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

MeasureSPYMSQLT

Fee0.02%0.20%

Cost on $10k a year$2$20

Yield1.03%0.48%

5 years, per year+12.2%[…]

3 years, per year+24.1%[…]

Worst drop · 1Y−8.9%[…]

Volatility · 1Y12.7%[…]

2–0measures won
SPYM first

0.4%

holdings shared

Nov 3, 2026 · $10,000 five years 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: SPYM, SQLT, SPY

Today

99.9%most shared, SPYM and SPY

SPYMSQLTSPY

SPYM—0.4%99.9%

SQLT0.4%—0.4%

SPY99.9%0.4%—

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