Compare · 3 funds side by side · dividends reinvested

IWM, SPSM and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

IWM, 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%1.48%+19.9%+22.8%+19.4%+6.9%−9.6%15.8%$16.1B1.4

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$77.4B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$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 4, 2026 · returns include dividends · since: IWM 2000 · SPSM 2013 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $77.4B$13,509

IWM

SPSM

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

$10,000 five years ago, dividends reinvested · they hold 47.9% in common

IWMMeasureSPSM

+16.2%Year to dateJan 1 → Nov 4+19.9%

+16.9%1 yearTotal return+22.8%

+21.6%3 years · per year$10,000 became $18,002 · $17,020+19.4%

+6.2%5 years · per year$10,000 became $13,509 · $13,969+6.9%

0.19%Expense ratio$19 · $3 a year on $10k · lower is better0.03%

0.96%Trailing 12-mo yield$96 · $148 a year on $10k1.48%

−11.1%Worst dropSmaller is better−9.6%

18.2%VolatilityLower is calmer15.8%

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

1–7SPSM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWM vs SPSM: Top 5 Holdings

Today

IWM

1.9%in top 5

SPSM

in top 52.7%

IWMStockSPSM

0.3%VSAT0.6%

not top 5PAYC0.6%

not top 5RHP0.5%

not top 5PTGX0.5%

not top 5MTCH0.5%

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.3%MOG-Anot top 5

0.3%UMBFnot top 5

Held in common47.9%

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

IWM vs SPSM Returns, Every Period

iSharesIWM

+6.2%

5 years, per year

SPSMSPDR

+6.9%

5 years, per year

IWMSPSMFaded: behind in that period

1–3SPSM wins

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

IWM vs SPSM

YTD

iSharesIWM

+16.2%

SPSMSPDR

+19.9%

+16.2%Year to date+19.9%

−11.1%Worst drop · 1Y−9.6%

18.2%Volatility · 1Y15.8%

1.0%Yield1.5%

$77.4BAssets$16.1B

4–0SPSM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWM, SPSM, VUG

Today

0.03%lowest, SPSM

FundExpense ratioFee$10k

SPSM0.03%$3

VUG0.03%$3

IWM0.19%$19

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

Yields: IWM, SPSM, VUG

1.48%highest, SPSM

FundTrailing yieldYield$10k

SPSM1.48%$148

IWM0.96%$96

VUG0.40%$40

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

Income After Fees on $10,000

$145most kept, SPSM

SPSM$148 − $3 = $145

IWM$96 − $19 = $77

VUG$40 − $3 = $37

KeptFee

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

Overlap: IWM, SPSM, VUG

Today

47.9%most shared, IWM and SPSM

IWMSPSMVUG

IWM—47.9%0.0%

SPSM47.9%—0.0%

VUG0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+22.8%SPSM, at 15.8% volatility

SPSMWorst drop−9.6%15.8% vol

IWMWorst drop−11.1%18.2% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

SPSMIWM

+19.9%Year to date+16.2%

1.5%Yield1.0%

+22.8%Past year+16.9%

0.03%Fee0.19%

4–0SPSM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

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