Compare · 3 funds side by side · dividends reinvested

JSML, IWF and SPY

JSMLJanus Henderson×IWFiShares×SPYSPDR×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,118SPY · best of the three

02 / 04

JSML, IWF and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.3

Janus Henderson Small Cap Growth Alpha ETFUS Stock Styles · Small cap0.30%0.32%+15.1%+15.9%+21.7%+5.5%−14.8%22.5%$377M2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: JSML 2016 · IWF 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $819B$17,118

SPY

JSML

Janus Henderson Small Cap Growth Alpha ETF · $377M$13,078

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SPYMeasureJSML

+8.7%Year to dateJan 1 → Nov 6+15.1%

+9.7%1 yearTotal return+15.9%

+21.7%3 years · per year$10,000 became $18,039 · $18,027+21.7%

+11.3%5 years · per year$10,000 became $17,118 · $13,078+5.5%

0.09%Expense ratio$9 · $30 a year on $10k · lower is better0.30%

1.03%Trailing 12-mo yield$103 · $32 a year on $10k0.32%

−8.9%Worst dropSmaller is better−14.8%

13.6%VolatilityLower is calmer22.5%

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

5–2SPY wins

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

More Ways to See the Pairs

SPY vs JSML: Top 5 Holdings

Today

SPY

27.8%in top 5

JSML

in top 510.3%

SPYStockJSML

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5RHP2.2%

not top 5CON2.2%

not top 5OPCH2.1%

not top 5CVLT2.0%

not top 5ZWS1.9%

Held in common0.0%

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

SPY vs JSML Returns, Every Period

SPDRSPY

+11.3%

5 years, per year

JSMLJanus Henderson

+5.5%

5 years, per year

SPYJSMLFaded: behind in that period

1–2JSML wins

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

Core vs Stocks: SPY vs IWF

YTD

SPDRSPY

+8.7%

IWFiShares

−5.3%

+8.7%Year to date−5.3%

−8.9%Worst drop · 1Y−14.6%

13.6%Volatility · 1Y19.4%

1.0%Yield0.4%

$819BAssets$113B

4–0SPY wins

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

Cost, Income and Risk

Fees: JSML, IWF, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

IWF0.18%$18

JSML0.30%$30

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

Yields: JSML, IWF, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

IWF0.39%$39

JSML0.32%$32

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

IWF$39 − $18 = $21

JSML$32 − $30 = $2

KeptFee

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

Overlap: JSML, IWF, SPY

Today

55.7%most shared, IWF and SPY

JSMLIWFSPY

JSML—0.0%0.0%

IWF0.0%—55.7%

SPY0.0%55.7%—

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

Return vs Bumpiness: 3 ETFs

+15.9%JSML, at 22.5% volatility

SPYWorst drop−8.9%13.6% vol

IWFWorst drop−14.6%19.4% vol

JSMLWorst drop−14.8%22.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SPYJSML

+8.7%Year to date+15.1%

1.0%Yield0.3%

+9.7%Past year+15.9%

0.09%Fee0.30%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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