Compare · 3 funds side by side · dividends reinvested

SLYV, PSCD and IJR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,707SLYV · best of the three

02 / 04

SLYV, PSCD and IJR, 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%1.97%+15.8%+19.1%+17.6%+6.5%−9.4%16.1%$4.9B1.1

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B1.9

Invesco S&P SmallCap Consumer Discretionary ETFSectors · Consumer0.29%1.00%+11.4%+14.7%+13.9%+2.3%−14.2%23.6%$24M3.0

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: SLYV 2000 · PSCD 2010 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 600 Small Cap Value ETF · $4.9B$13,707

SLYV

PSCD

Invesco S&P SmallCap Consumer Discretionary ETF · $24M$11,198

$10,000 five years ago, dividends reinvested · they hold 15.8% in common

SLYVMeasurePSCD

+15.8%Year to dateJan 1 → Nov 6+11.4%

+19.1%1 yearTotal return+14.7%

+17.6%3 years · per year$10,000 became $16,274 · $14,779+13.9%

+6.5%5 years · per year$10,000 became $13,707 · $11,198+2.3%

0.15%Expense ratio$15 · $29 a year on $10k · lower is better0.29%

1.97%Trailing 12-mo yield$197 · $100 a year on $10k1.00%

−9.4%Worst dropSmaller is better−14.2%

16.1%VolatilityLower is calmer23.6%

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

8–0SLYV wins

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

More Ways to See the Pairs

SLYV vs PSCD: Top 5 Holdings

Today

SLYV

4.8%in top 5

PSCD

in top 516.7%

SLYVStockPSCD

not top 5LTH3.7%

0.9%VSXY3.5%

not top 5POOL3.2%

not top 5ETSY3.2%

not top 5MHK3.1%

1.1%PAYCnot top 5

1.0%MTCHnot top 5

0.9%EPAMnot top 5

0.9%JXNnot top 5

Held in common15.8%

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

SLYV vs PSCD Returns, Every Period

SPDRSLYV

+6.5%

5 years, per year

PSCDInvesco

+2.3%

5 years, per year

SLYVPSCDFaded: behind in that period

4–0SLYV wins

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

SLYV vs IJR

YTD

SPDRSLYV

+15.8%

IJRiShares

+15.5%

+15.8%Year to date+15.5%

−9.4%Worst drop · 1Y−9.7%

16.1%Volatility · 1Y16.2%

2.0%Yield1.2%

$4.9BAssets$104B

4–0SLYV wins

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

Cost, Income and Risk

Fees: SLYV, PSCD, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

SLYV0.15%$15

PSCD0.29%$29

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

Yields: SLYV, PSCD, IJR

1.97%highest, SLYV

FundTrailing yieldYield$10k

SLYV1.97%$197

IJR1.24%$124

PSCD1.00%$100

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

Income After Fees on $10,000

$182most kept, SLYV

SLYV$197 − $15 = $182

IJR$124 − $6 = $118

PSCD$100 − $29 = $71

KeptFee

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

Overlap: SLYV, PSCD, IJR

Today

65.5%most shared, SLYV and IJR

SLYVPSCDIJR

SLYV—15.8%65.5%

PSCD15.8%—13.9%

IJR65.5%13.9%—

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

Return vs Bumpiness: 3 ETFs

+19.1%SLYV, at 16.1% volatility

SLYVWorst drop−9.4%16.1% vol

IJRWorst drop−9.7%16.2% vol

PSCDWorst drop−14.2%23.6% vol

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

Paid More vs Made More

YTD

SLYVIJR

+15.8%Year to date+15.5%

2.0%Yield1.2%

+19.1%Past year+17.6%

0.15%Fee0.06%

3–1SLYV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026