Compare · 3 funds side by side · dividends reinvested

SIZE, SPY and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

SIZE, SPY and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.39%+11.1%+13.6%+18.4%+7.2%−8.0%13.2%$426M1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: SIZE 2013 · SPY 1993 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Size Factor ETF · $426M$14,165

SIZE

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

$10,000 five years ago, dividends reinvested · they hold 41.9% in common

SIZEMeasureSPY

+11.1%Year to dateJan 1 → Nov 5+8.3%

+13.6%1 yearTotal return+9.7%

+18.4%3 years · per year$10,000 became $16,580 · $18,174+22.0%

+7.2%5 years · per year$10,000 became $14,165 · $17,099+11.3%

0.15%Expense ratio$15 · $9 a year on $10k · lower is better0.09%

1.39%Trailing 12-mo yield$139 · $103 a year on $10k1.03%

−8.0%Worst dropSmaller is better−8.9%

13.2%VolatilityLower is calmer13.6%

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

5–3SIZE wins

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

More Ways to See the Pairs

SIZE vs SPY: Top 5 Holdings

Today

SIZE

2.0%in top 5

SPY

in top 527.7%

SIZEStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

0.4%OKTAnot top 5

0.4%SNnot top 5

0.4%TEAMnot top 5

0.4%KMBnot top 5

0.4%NTRAnot top 5

Held in common41.9%

End-of-day Nov 5, 2026 · share of each fund

SIZE vs SPY Returns, Every Period

iSharesSIZE

+7.2%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

SIZESPYFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: SIZE vs VOO

YTD

iSharesSIZE

+11.1%

VOOVanguard

+8.4%

+11.1%Year to date+8.4%

−8.0%Worst drop · 1Y−8.9%

13.2%Volatility · 1Y13.5%

1.4%Yield1.1%

$426MAssets$1.00T

4–0SIZE wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SIZE, SPY, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

SIZE0.15%$15

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SIZE, SPY, VOO

1.39%highest, SIZE

FundTrailing yieldYield$10k

SIZE1.39%$139

VOO1.10%$110

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$124most kept, SIZE

SIZE$139 − $15 = $124

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SIZE, SPY, VOO

Today

93.5%most shared, SPY and VOO

SIZESPYVOO

SIZE—41.9%40.1%

SPY41.9%—93.5%

VOO40.1%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%SIZE, at 13.2% volatility

SIZEWorst drop−8.0%13.2% vol

VOOWorst drop−8.9%13.5% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SIZEVOO

+11.1%Year to date+8.4%

1.4%Yield1.1%

+13.6%Past year+9.8%

0.15%Fee0.03%

3–1SIZE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026