Compare · 3 funds side by side · dividends reinvested

IJR, SPY and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,118SPY · best of the three

02 / 04

IJR, SPY and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.8

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%$104B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

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: IJR 2000 · SPY 1993 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Small-Cap ETF · $104B$13,170

IJR

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

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

IJRMeasureSPY

+15.5%Year to dateJan 1 → Nov 6+8.7%

+17.6%1 yearTotal return+9.7%

+17.3%3 years · per year$10,000 became $16,147 · $18,039+21.7%

+5.7%5 years · per year$10,000 became $13,170 · $17,118+11.3%

0.06%Expense ratio$6 · $9 a year on $10k · lower is better0.09%

1.24%Trailing 12-mo yield$124 · $103 a year on $10k1.03%

−9.7%Worst dropSmaller is better−8.9%

16.2%VolatilityLower is calmer13.6%

IJRSPY 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

IJR vs SPY: Top 5 Holdings

Today

IJR

2.6%in top 5

SPY

in top 527.8%

IJRStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.6%PAYCnot top 5

0.5%LTHnot top 5

0.5%MTCHnot top 5

0.5%RHPnot top 5

0.5%PTGXnot top 5

Held in common0.0%

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

IJR vs SPY Returns, Every Period

iSharesIJR

+5.7%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

IJRSPYFaded: behind in that period

2–2Level

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

Stocks vs Core: IJR vs SPY

YTD

iSharesIJR

+15.5%

SPYSPDR

+8.7%

+15.5%Year to date+8.7%

−9.7%Worst drop · 1Y−8.9%

16.2%Volatility · 1Y13.6%

1.2%Yield1.0%

$104BAssets$819B

2–2level

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

Cost, Income and Risk

Fees: IJR, SPY, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

SPY0.09%$9

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

Yields: IJR, SPY, VUG

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

SPY1.03%$103

VUG0.42%$42

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

SPY$103 − $9 = $94

VUG$42 − $3 = $39

KeptFee

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

Overlap: IJR, SPY, VUG

Today

54.8%most shared, SPY and VUG

IJRSPYVUG

IJR—0.0%0.0%

SPY0.0%—54.8%

VUG0.0%54.8%—

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

Return vs Bumpiness: 3 ETFs

+17.6%IJR, at 16.2% volatility

SPYWorst drop−8.9%13.6% vol

IJRWorst drop−9.7%16.2% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

IJRSPY

+15.5%Year to date+8.7%

1.2%Yield1.0%

+17.6%Past year+9.7%

0.06%Fee0.09%

4–0IJR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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