Compare · 3 funds side by side · dividends reinvested

IJS, SLYV and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

IJS, SLYV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 600 Small Cap Value ETFUS Stock Styles · Small cap0.15%1.97%+15.8%+19.1%+17.6%+6.5%−9.4%16.1%$5.1B1.5

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.42%+15.7%+19.1%+17.6%+6.4%−9.3%16.2%$7.6B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

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: IJS 2000 · SLYV 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 600 Small Cap Value ETF · $5.1B$13,707

SLYV

IJS

iShares S&P Small-Cap 600 Value ETF · $7.6B$13,645

$10,000 five years ago, dividends reinvested · they hold 98.5% in common

SLYVMeasureIJS

+15.8%Year to dateJan 1 → Nov 6+15.7%

+19.1%1 yearTotal return+19.1%

+17.6%3 years · per year$10,000 became $16,274 · $16,272+17.6%

+6.5%5 years · per year$10,000 became $13,707 · $13,645+6.4%

0.15%Expense ratio$15 · $18 a year on $10k · lower is better0.18%

1.97%Trailing 12-mo yield$197 · $142 a year on $10k1.42%

−9.4%Worst dropSmaller is better−9.3%

16.1%VolatilityLower is calmer16.2%

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

5–1SLYV wins

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

More Ways to See the Pairs

SLYV vs IJS: Top 5 Holdings

Today

SLYV

4.8%in top 5

IJS

in top 54.8%

SLYVStockIJS

1.1%PAYC1.1%

1.0%MTCH1.0%

0.9%EPAM0.9%

0.9%VSXY0.9%

0.9%JXN0.9%

Held in common98.5%

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

SLYV vs IJS Returns, Every Period

SPDRSLYV

+6.5%

5 years, per year

IJSiShares

+6.4%

5 years, per year

SLYVIJSFaded: behind in that period

2–0SLYV wins

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

SLYV vs IJS

YTD

SPDRSLYV

+15.8%

IJSiShares

+15.7%

+15.8%Year to date+15.7%

−9.4%Worst drop · 1Y−9.3%

16.1%Volatility · 1Y16.2%

2.0%Yield1.4%

$5.1BAssets$7.6B

3–1SLYV wins

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

Cost, Income and Risk

Fees: IJS, SLYV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SLYV0.15%$15

IJS0.18%$18

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

Yields: IJS, SLYV, VUG

1.97%highest, SLYV

FundTrailing yieldYield$10k

SLYV1.97%$197

IJS1.42%$142

VUG0.42%$42

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

Income After Fees on $10,000

$182most kept, SLYV

SLYV$197 − $15 = $182

IJS$142 − $18 = $124

VUG$42 − $3 = $39

KeptFee

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

Overlap: IJS, SLYV, VUG

Today

98.5%most shared, IJS and SLYV

IJSSLYVVUG

IJS—98.5%0.0%

SLYV98.5%—0.0%

VUG0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+19.1%SLYV, at 16.1% volatility

SLYVWorst drop−9.4%16.1% vol

IJSWorst drop−9.3%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

SLYVIJS

+15.8%Year to date+15.7%

2.0%Yield1.4%

+19.1%Past year+19.1%

0.15%Fee0.18%

3–0SLYV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026