Compare · 3 funds side by side · dividends reinvested

FITE, VO and IJR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,149FITE · best of the three

02 / 04

FITE, VO and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.8

State Street SPDR S&P Kensho Future Security ETFUS Stock Styles · Large cap0.45%0.12%+19.6%+17.9%+30.8%+13.9%−16.3%29.6%$140M2.0

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FITE 2017 · VO 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Kensho Future Security ETF · $140M$19,149

FITE

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

$10,000 five years ago, dividends reinvested · they hold 4.6% in common

FITEMeasureVO

+19.6%Year to dateJan 1 → Nov 6+10.6%

+17.9%1 yearTotal return+11.6%

+30.8%3 years · per year$10,000 became $22,367 · $16,701+18.6%

+13.9%5 years · per year$10,000 became $19,149 · $13,590+6.3%

0.45%Expense ratio$45 · $3 a year on $10k · lower is better0.03%

0.12%Trailing 12-mo yield$12 · $139 a year on $10k1.39%

−16.3%Worst dropSmaller is better−8.2%

29.6%VolatilityLower is calmer12.9%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FITE vs VO: Top 5 Holdings

Today

FITE

12.7%in top 5

in top 55.3%

FITEStockVO

3.1%RPDnot top 5

2.6%QLYSnot top 5

2.4%TENBnot top 5

2.3%ZSnot top 5

2.3%NABLnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common4.6%

End-of-day Nov 6, 2026 · share of each fund

FITE vs VO Returns, Every Period

SPDRFITE

+13.9%

5 years, per year

VOVanguard

+6.3%

5 years, per year

FITEVOFaded: behind in that period

4–0FITE wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

FITE vs VO

YTD

SPDRFITE

+19.6%

VOVanguard

+10.6%

+19.6%Year to date+10.6%

−16.3%Worst drop · 1Y−8.2%

29.6%Volatility · 1Y12.9%

0.1%Yield1.4%

$140MAssets$103B

3–1VO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FITE, VO, IJR

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJR0.06%$6

FITE0.45%$45

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FITE, VO, IJR

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

IJR1.24%$124

FITE0.12%$12

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IJR$124 − $6 = $118

FITE$12 − $45 = −$33

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FITE, VO, IJR

Today

4.6%most shared, FITE and VO

FITEVOIJR

FITE—4.6%2.9%

VO4.6%—0.0%

IJR2.9%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.9%FITE, at 29.6% volatility

VOWorst drop−8.2%12.9% vol

IJRWorst drop−9.7%16.2% vol

FITEWorst drop−16.3%29.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VOFITE

+10.6%Year to date+19.6%

1.4%Yield0.1%

+11.6%Past year+17.9%

0.03%Fee0.45%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026