Compare · 2 funds side by side · dividends reinvested

IJT and SPSM

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$16,884SPSM · best of the two

02 / 04

IJT and SPSM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 600 Small Cap ETFUS Stock Styles · Small cap0.03%1.50%+18.4%+21.4%+19.1%+6.2%−9.6%15.7%$16.1B1.0

iShares S&P Small-Cap 600 Growth ETFUS Stock Styles · Small cap0.18%0.76%+18.0%+19.6%+18.2%+5.2%−11.0%16.8%$7.5B2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: IJT 2000 · SPSM 2013

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P Small-Cap 600 Growth ETF · $7.5B$12,901

IJT

SPSM

State Street SPDR Portfolio S&P 600 Small Cap ETF · $16.1B$13,514

$10,000 five years ago, dividends reinvested · they hold 62.2% in common

IJTMeasureSPSM

+18.0%Year to dateJan 1 → Nov 3+18.4%

+19.6%1 yearTotal return+21.4%

+18.2%3 years · per year$10,000 became $16,522 · $16,884+19.1%

+5.2%5 years · per year$10,000 became $12,901 · $13,514+6.2%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

0.76%Trailing 12-mo yield$76 · $150 a year on $10k1.50%

−11.0%Worst dropSmaller is better−9.6%

16.8%VolatilityLower is calmer15.7%

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

0–8SPSM wins

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

More Ways to See the Pairs

IJT vs SPSM: Top 5 Holdings

Today

IJT

5.7%in top 5

SPSM

in top 53.1%

IJTStockSPSM

1.3%VSAT0.6%

1.2%GKOS0.8%

1.1%PTGXnot top 5

1.1%RHPnot top 5

1.0%TGTXnot top 5

not top 5PAYC0.6%

not top 5MTCH0.6%

not top 5SM0.5%

Held in common62.2%

End-of-day Nov 3, 2026 · share of each fund

IJT vs SPSM Returns, Every Period

iSharesIJT

+5.2%

5 years, per year

SPSMSPDR

+6.2%

5 years, per year

IJTSPSMFaded: behind in that period

0–4SPSM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IJT vs SPSM

YTD

iSharesIJT

+18.0%

SPSMSPDR

+18.4%

+18.0%Year to date+18.4%

−11.0%Worst drop · 1Y−9.6%

16.8%Volatility · 1Y15.7%

0.8%Yield1.5%

$7.5BAssets$16.1B

4–0SPSM wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IJT, SPSM

Today

0.03%lowest, SPSM

FundExpense ratioFee$10k

SPSM0.03%$3

IJT0.18%$18

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IJT, SPSM

1.50%highest, SPSM

FundTrailing yieldYield$10k

SPSM1.50%$150

IJT0.76%$76

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$147most kept, SPSM

SPSM$150 − $3 = $147

IJT$76 − $18 = $58

KeptFee

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

Overlap: IJT, SPSM

Today

62.2%most shared, IJT and SPSM

IJTSPSM

IJT—62.2%

SPSM62.2%—

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

Return vs Bumpiness: 2 ETFs

+21.4%SPSM, at 15.7% volatility

SPSMWorst drop−9.6%15.7% vol

IJTWorst drop−11.0%16.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SPSMIJT

+18.4%Year to date+18.0%

1.5%Yield0.8%

+21.4%Past year+19.6%

0.03%Fee0.18%

4–0SPSM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026