Compare · 3 funds side by side · dividends reinvested

SLYV, IJR and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,557VUG · best of the three

Story of the three · IncomeMost incomeSLYV · 1.91% · $191 a year on $10k

Story of the three · RiskSmallest drop

SLYV, IJR and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 600 Small Cap Value ETFUS Stock Styles · Small cap0.15%1.91%+19.5%+22.0%+16.9%+6.1%−9.4%16.1%$5.0B1.6

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.4%+21.0%+16.9%+5.5%−9.7%16.3%$107B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$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 11, 2026 · returns include dividends · since: SLYV 2000 · IJR 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR S&P 600 Small Cap Value ETF · $5.0B$13,468

SLYV

IJR

iShares Core S&P Small-Cap ETF · $107B$13,039

$10,000 five years ago, dividends reinvested · they hold 65.4% in common

SLYV

More Ways to See the Pairs

SLYV vs IJR: Top 5 Holdings

Today

SLYV

4.8%in top 5

IJR

in top 52.7%

SLYVStockIJR

1.0%MTCH0.5%

1.0%PAYC0.5%

1.0%VSXYnot top 5

0.9%JXNnot top 5

0.9%EPAM

Cost, Income and Risk

Fees: SLYV, IJR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

SLYV0.15%$15

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

Yields: SLYV, IJR, 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

IJR

+19.5%Year to dateJan 1 → Nov 11+19.4%

+22.0%1 yearTotal return+21.0%

+16.9%3 years · per year$10,000 became $15,974 · $15,982+16.9%

+6.1%5 years · per year$10,000 became $13,468 · $13,039+5.5%

0.15%Expense ratio$15 · $6 a year on $10k · lower is better0.06%

1.91%Trailing 12-mo yield$191 · $120 a year on $10k1.20%

−9.4%Worst dropSmaller is better−9.7%

16.1%VolatilityLower is calmer16.3%

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

6–1SLYV wins

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

not top 5

not top 5VSAT0.6%

not top 5RHP0.5%

not top 5TGTX0.5%

Held in common65.4%

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

SLYV vs IJR Returns, Every Period

5Y

SPDRSLYV

+6.1%

5 years, per year

IJRiShares

+5.5%

5 years, per year

SLYVIJRFaded: behind in that period

3–0SLYV wins

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

SLYV vs IJR

YTD

SPDRSLYV

+19.5%

IJRiShares

+19.4%

+19.5%Year to date+19.4%

−9.4%Worst drop · 1Y−9.7%

16.1%Volatility · 1Y16.3%

1.9%Yield1.2%

$5.0BAssets$107B

4–0SLYV wins

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

1Y

1.91%highest, SLYV

FundTrailing yieldYield$10k

SLYV1.91%$191

IJR1.20%$120

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$176most kept, SLYV

SLYV$191 − $15 = $176

IJR$120 − $6 = $114

VUG$41 − $3 = $38

KeptFee

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

Overlap: SLYV, IJR, VUG

Today

65.4%most shared, SLYV and IJR

SLYVIJRVUG

SLYV—65.4%0.0%

IJR65.4%—0.0%

VUG0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+22.0%SLYV, at 16.1% volatility

SLYVWorst drop−9.4%16.1% vol

IJRWorst drop−9.7%16.3% 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

SLYVIJR

+19.5%Year to date+19.4%

1.9%Yield1.2%

+22.0%Past year+21.0%

0.15%Fee0.06%

3–1SLYV 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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SLYV, IJR and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three