Compare · 3 funds side by side · dividends reinvested

FSML, SPY and IWF

FSMLFranklin Templeton×SPYSPDR×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,493SPY · best of the three

02 / 04

FSML, SPY and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.1

Franklin Small Cap Enhanced ETFUS Stock Styles · Small cap0.45%0.51%+18.4%[…][…][…][…][…]$151M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: FSML 2025 · SPY 1993 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Franklin Small Cap Enhanced ETF · $151M[…]

FSML

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FSMLMeasureSPY

+18.4%Year to dateJan 1 → Nov 9+11.2%

[…]1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $18,118+21.9%

[…]5 years · per year$10,000 became […] · $17,493+11.8%

0.45%Expense ratio$45 · $9 a year on $10k · lower is better0.09%

0.51%Trailing 12-mo yield$51 · $101 a year on $10k1.01%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.7%

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

1–2SPY wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FSML vs SPY: Top 5 Holdings

Today

FSML

7.1%in top 5

SPY

in top 527.8%

FSMLStockSPY

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.6%BOXnot top 5

1.4%HNGEnot top 5

1.4%EXPOnot top 5

1.3%VLYnot top 5

1.3%JXNnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

FSML vs SPY Returns, Every Period

Franklin TempletonFSML

[…]

past year

SPYSPDR

+13.5%

past year

FSMLSPYFaded: behind in that period

1–0FSML wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: FSML vs SPY

YTD

Franklin TempletonFSML

+18.4%

SPYSPDR

+11.2%

+18.4%Year to date+11.2%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.7%

0.5%Yield1.0%

$151MAssets$778B

1–1level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSML, SPY, IWF

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

IWF0.18%$18

FSML0.45%$45

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FSML, SPY, IWF

1.01%highest, SPY

FundTrailing yieldYield$10k

SPY1.01%$101

FSML0.51%$51

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

IWF$38 − $18 = $20

FSML$51 − $45 = $6

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FSML, SPY, IWF

Today

55.9%most shared, SPY and IWF

FSMLSPYIWF

FSML—0.0%0.0%

SPY0.0%—55.9%

IWF0.0%55.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%SPY, at 13.7% volatility

SPYWorst drop−8.9%13.7% vol

IWFWorst drop−14.6%19.5% vol

FSMLWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SPYFSML

+11.2%Year to date+18.4%

1.0%Yield0.5%

+13.5%Past year[…]

0.09%Fee0.45%

2–1SPY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026