Compare · 3 funds side by side · dividends reinvested

SLYV, PSCD and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

SLYV, PSCD 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%1.90%+20.4%+24.6%+19.8%+7.6%−9.4%15.8%$5.0B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.1

Invesco S&P SmallCap Consumer Discretionary ETFSectors · Consumer0.29%0.95%+16.4%+20.4%+16.3%+3.4%−14.2%23.4%$24M2.5

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: SLYV 2000 · PSCD 2010 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 600 Small Cap Value ETF · $5.0B$13,712

SLYV

PSCD

Invesco S&P SmallCap Consumer Discretionary ETF · $24M$11,358

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

SLYVMeasurePSCD

+20.4%Year to dateJan 1 → Nov 5+16.4%

+24.6%1 yearTotal return+20.4%

+19.8%3 years · per year$10,000 became $17,172 · $15,721+16.3%

+7.6%5 years · per year$10,000 became $14,413 · $11,840+3.4%

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

1.90%Trailing 12-mo yield$190 · $95 a year on $10k0.95%

−9.4%Worst dropSmaller is better−14.2%

15.8%VolatilityLower is calmer23.4%

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

8–0SLYV wins

End-of-day Nov 5, 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 516.5%

SLYVStockPSCD

not top 5LTH3.6%

0.9%VSXY3.4%

not top 5ETSY3.3%

0.8%POOL3.2%

not top 5KMX3.1%

1.1%PAYCnot top 5

1.0%MTCHnot top 5

0.9%JXNnot top 5

Held in common15.8%

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

SLYV vs PSCD Returns, Every Period

SPDRSLYV

+7.6%

5 years, per year

PSCDInvesco

+3.4%

5 years, per year

SLYVPSCDFaded: behind in that period

4–0SLYV wins

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

Stocks vs Sector: SLYV vs PSCD

YTD

SPDRSLYV

+20.4%

PSCDInvesco

+16.4%

+20.4%Year to date+16.4%

−9.4%Worst drop · 1Y−14.2%

15.8%Volatility · 1Y23.4%

1.9%Yield1.0%

$5.0BAssets$24.2M

4–0SLYV wins

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

Cost, Income and Risk

Fees: SLYV, PSCD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SLYV0.15%$15

PSCD0.29%$29

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

Yields: SLYV, PSCD, VUG

1.90%highest, SLYV

FundTrailing yieldYield$10k

SLYV1.90%$190

PSCD0.95%$95

VUG0.40%$40

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

Income After Fees on $10,000

$175most kept, SLYV

SLYV$190 − $15 = $175

PSCD$95 − $29 = $66

VUG$40 − $3 = $37

KeptFee

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

Overlap: SLYV, PSCD, VUG

Today

15.8%most shared, SLYV and PSCD

SLYVPSCDVUG

SLYV—15.8%0.0%

PSCD15.8%—0.0%

VUG0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+24.6%SLYV, at 15.8% volatility

SLYVWorst drop−9.4%15.8% vol

VUGWorst drop−16.1%18.2% vol

PSCDWorst drop−14.2%23.4% vol

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

Paid More vs Made More

YTD

SLYVPSCD

+20.4%Year to date+16.4%

1.9%Yield1.0%

+24.6%Past year+20.4%

0.15%Fee0.29%

4–0SLYV wins

End-of-day Nov 5, 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 5, 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 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026