Compare · 3 funds side by side · dividends reinvested

IWB, SPTM and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,210SPTM · best of the three

Story of the three · IncomeMost incomeSPTM · 1.07% · $107 a year on $10k

Story of the three · RiskSmallest drop

IWB, SPTM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFUS Stock Styles · Large cap0.03%1.07%+12.6%+13.1%+21.5%+11.5%−8.7%13.6%$14.0B1.3

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+12.2%+12.6%+21.7%+11.1%−8.9%13.7%$48.3B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.5

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

End-of-day Nov 11, 2026 · returns include dividends · since: IWB 2000 · SPTM 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 ETF · $48.3B$16,904

IWB

SPTM

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $14.0B$17,210

$10,000 five years ago, dividends reinvested · they hold 95.8% in common

IWB

More Ways to See the Pairs

IWB vs SPTM: Top 5 Holdings

Today

IWB

24.8%in top 5

SPTM

in top 524.9%

IWBStockSPTM

7.3%AAPL7.2%

5.7%NVDA5.8%

5.7%MSFT5.6%

3.8%AMZN3.8%

2.4%

Cost, Income and Risk

Fees: IWB, SPTM, VUG

Today

0.03%lowest, SPTM

FundExpense ratioFee$10k

SPTM0.03%$3

VUG0.03%$3

IWB0.15%$15

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: IWB, SPTM, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

SPTM

+12.2%Year to dateJan 1 → Nov 11+12.6%

+12.6%1 yearTotal return+13.1%

+21.7%3 years · per year$10,000 became $18,011 · $17,941+21.5%

+11.1%5 years · per year$10,000 became $16,904 · $17,210+11.5%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

0.92%Trailing 12-mo yield$92 · $107 a year on $10k1.07%

−8.9%Worst dropSmaller is better−8.7%

13.7%VolatilityLower is calmer13.6%

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

1–7SPTM wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

GOOGL

2.4%

Held in common95.8%

End-of-day Nov 11, 2026 · share of each fund

IWB vs SPTM Returns, Every Period

5Y

iSharesIWB

+11.1%

5 years, per year

SPTMSPDR

+11.5%

5 years, per year

IWBSPTMFaded: behind in that period

1–3SPTM wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

IWB vs SPTM

YTD

iSharesIWB

+12.2%

SPTMSPDR

+12.6%

+12.2%Year to date+12.6%

−8.9%Worst drop · 1Y−8.7%

13.7%Volatility · 1Y13.6%

0.9%Yield1.1%

$48.3BAssets$14.0B

4–0SPTM wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.07%highest, SPTM

FundTrailing yieldYield$10k

SPTM1.07%$107

IWB0.92%$92

VUG0.41%$41

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$104most kept, SPTM

SPTM$107 − $3 = $104

IWB$92 − $15 = $77

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: IWB, SPTM, VUG

Today

95.8%most shared, IWB and SPTM

IWBSPTMVUG

IWB—95.8%51.7%

SPTM95.8%—50.9%

VUG51.7%50.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+13.1%SPTM, at 13.6% volatility

SPTMWorst drop−8.7%13.6% vol

IWBWorst drop−8.9%13.7% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SPTMIWB

+12.6%Year to date+12.2%

1.1%Yield0.9%

+13.1%Past year+12.6%

0.03%Fee0.15%

4–0SPTM wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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IWB, SPTM and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three