Compare · 2 funds side by side · dividends reinvested

IJT and SPSM

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,969SPSM · 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%1.48%+19.9%+22.8%+19.4%+6.9%−9.6%15.8%$16.1B1.0

iShares S&P Small-Cap 600 Growth ETFUS Stock Styles · Small cap0.18%0.75%+19.1%+20.5%+18.5%+5.8%−11.0%16.9%$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 4, 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$13,273

IJT

SPSM

State Street SPDR Portfolio S&P 600 Small Cap ETF · $16.1B$13,969

$10,000 five years ago, dividends reinvested · they hold 61.6% in common

IJTMeasureSPSM

+19.1%Year to dateJan 1 → Nov 4+19.9%

+20.5%1 yearTotal return+22.8%

+18.5%3 years · per year$10,000 became $16,639 · $17,020+19.4%

+5.8%5 years · per year$10,000 became $13,273 · $13,969+6.9%

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

0.75%Trailing 12-mo yield$75 · $148 a year on $10k1.48%

−11.0%Worst dropSmaller is better−9.6%

16.9%VolatilityLower is calmer15.8%

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

0–8SPSM wins

End-of-day Nov 4, 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

5.4%in top 5

SPSM

in top 52.7%

IJTStockSPSM

1.2%VSAT0.6%

1.1%RHP0.5%

1.1%PTGX0.5%

1.0%TGTXnot top 5

0.9%ETSYnot top 5

not top 5PAYC0.6%

not top 5MTCH0.5%

Held in common61.6%

End-of-day Nov 4, 2026 · share of each fund

IJT vs SPSM Returns, Every Period

iSharesIJT

+5.8%

5 years, per year

SPSMSPDR

+6.9%

5 years, per year

IJTSPSMFaded: behind in that period

0–4SPSM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IJT vs SPSM

YTD

iSharesIJT

+19.1%

SPSMSPDR

+19.9%

+19.1%Year to date+19.9%

−11.0%Worst drop · 1Y−9.6%

16.9%Volatility · 1Y15.8%

0.8%Yield1.5%

$7.5BAssets$16.1B

4–0SPSM wins

End-of-day Nov 4, 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 4, 2026 · fee on $10,000 a year

Yields: IJT, SPSM

1.48%highest, SPSM

FundTrailing yieldYield$10k

SPSM1.48%$148

IJT0.75%$75

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$145most kept, SPSM

SPSM$148 − $3 = $145

IJT$75 − $18 = $57

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IJT, SPSM

Today

61.6%most shared, IJT and SPSM

IJTSPSM

IJT—61.6%

SPSM61.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.8%SPSM, at 15.8% volatility

SPSMWorst drop−9.6%15.8% vol

IJTWorst drop−11.0%16.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SPSMIJT

+19.9%Year to date+19.1%

1.5%Yield0.8%

+22.8%Past year+20.5%

0.03%Fee0.18%

4–0SPSM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026