Compare · 3 funds side by side · dividends reinvested

IJT, SPSM and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

IJT, SPSM and VUG, 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%1.49%+18.8%+22.7%+17.5%+5.8%−9.6%16.3%$15.7B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.3

iShares S&P Small-Cap 600 Growth ETFUS Stock Styles · Small cap0.18%0.76%+18.5%+20.8%+17.0%+4.8%−11.0%17.6%$7.5B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: IJT 2000 · SPSM 2013 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P Small-Cap 600 Growth ETF · $7.5B$12,653

IJT

SPSM

State Street SPDR Portfolio S&P 600 Small Cap ETF · $15.7B$13,283

$10,000 five years ago, dividends reinvested · they hold 62.0% in common

IJTMeasureSPSM

+18.5%Year to dateJan 1 → Nov 9+18.8%

+20.8%1 yearTotal return+22.7%

+17.0%3 years · per year$10,000 became $16,023 · $16,218+17.5%

+4.8%5 years · per year$10,000 became $12,653 · $13,283+5.8%

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

0.76%Trailing 12-mo yield$76 · $149 a year on $10k1.49%

−11.0%Worst dropSmaller is better−9.6%

17.6%VolatilityLower is calmer16.3%

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

0–8SPSM wins

End-of-day Nov 9, 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

5.3%in top 5

SPSM

in top 52.6%

IJTStockSPSM

1.1%RHP0.5%

1.1%VSAT0.5%

1.1%PTGXnot top 5

1.1%TGTXnot top 5

1.0%ALKSnot top 5

not top 5PAYC0.5%

not top 5MTCH0.5%

not top 5LTH0.5%

Held in common62.0%

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

IJT vs SPSM Returns, Every Period

iSharesIJT

+4.8%

5 years, per year

SPSMSPDR

+5.8%

5 years, per year

IJTSPSMFaded: behind in that period

0–4SPSM wins

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

IJT vs SPSM

YTD

iSharesIJT

+18.5%

SPSMSPDR

+18.8%

+18.5%Year to date+18.8%

−11.0%Worst drop · 1Y−9.6%

17.6%Volatility · 1Y16.3%

0.8%Yield1.5%

$7.5BAssets$15.7B

4–0SPSM wins

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

Cost, Income and Risk

Fees: IJT, SPSM, VUG

Today

0.03%lowest, SPSM

FundExpense ratioFee$10k

SPSM0.03%$3

VUG0.03%$3

IJT0.18%$18

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

Yields: IJT, SPSM, VUG

1.49%highest, SPSM

FundTrailing yieldYield$10k

SPSM1.49%$149

IJT0.76%$76

VUG0.41%$41

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

Income After Fees on $10,000

$146most kept, SPSM

SPSM$149 − $3 = $146

IJT$76 − $18 = $58

VUG$41 − $3 = $38

KeptFee

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

Overlap: IJT, SPSM, VUG

Today

62.0%most shared, IJT and SPSM

IJTSPSMVUG

IJT—62.0%0.0%

SPSM62.0%—0.0%

VUG0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+22.7%SPSM, at 16.3% volatility

SPSMWorst drop−9.6%16.3% vol

IJTWorst drop−11.0%17.6% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

SPSMIJT

+18.8%Year to date+18.5%

1.5%Yield0.8%

+22.7%Past year+20.8%

0.03%Fee0.18%

4–0SPSM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026