Compare · 3 funds side by side · dividends reinvested

SLYV, VB and IJR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,413SLYV · best of the three

02 / 04

SLYV, VB 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%1.90%+20.4%+24.6%+19.8%+7.6%−9.4%15.8%$5.0B1.6

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.23%+15.8%+17.9%+20.5%+7.1%−9.0%15.7%$76.9B1.8

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.9%+22.7%+19.3%+6.8%−9.7%15.8%$108B2.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: SLYV 2000 · VB 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 600 Small Cap Value ETF · $5.0B$14,413

SLYV

Vanguard Morningstar Small-Cap ETF · $76.9B$14,105

$10,000 five years ago, dividends reinvested · they hold 13.3% in common

SLYVMeasureVB

+20.4%Year to dateJan 1 → Nov 4+15.8%

+24.6%1 yearTotal return+17.9%

+19.8%3 years · per year$10,000 became $17,172 · $17,489+20.5%

+7.6%5 years · per year$10,000 became $14,413 · $14,105+7.1%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

1.90%Trailing 12-mo yield$190 · $123 a year on $10k1.23%

−9.4%Worst dropSmaller is better−9.0%

15.8%VolatilityLower is calmer15.7%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SLYV vs VB: Top 5 Holdings

Today

SLYV

4.8%in top 5

in top 52.9%

SLYVStockVB

1.1%PAYCnot top 5

1.0%MTCHnot top 5

0.9%JXNnot top 5

0.9%SMnot top 5

0.9%VSXYnot top 5

not top 5NTRA0.7%

not top 5TWLO0.6%

not top 5RVMD0.5%

not top 5ILMN0.5%

not top 5P0.5%

Held in common13.3%

End-of-day Nov 4, 2026 · share of each fund

SLYV vs VB Returns, Every Period

SPDRSLYV

+7.6%

5 years, per year

VBVanguard

+7.1%

5 years, per year

SLYVVBFaded: behind in that period

3–1SLYV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SLYV vs VB

YTD

SPDRSLYV

+20.4%

VBVanguard

+15.8%

+20.4%Year to date+15.8%

−9.4%Worst drop · 1Y−9.0%

15.8%Volatility · 1Y15.7%

1.9%Yield1.2%

$5.0BAssets$76.9B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SLYV, VB, IJR

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

IJR0.06%$6

SLYV0.15%$15

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SLYV, VB, IJR

1.90%highest, SLYV

FundTrailing yieldYield$10k

SLYV1.90%$190

VB1.23%$123

IJR1.20%$120

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$175most kept, SLYV

SLYV$190 − $15 = $175

VB$123 − $3 = $120

IJR$120 − $6 = $114

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SLYV, VB, IJR

Today

65.2%most shared, SLYV and IJR

SLYVVBIJR

SLYV—13.3%65.2%

VB13.3%—18.1%

IJR65.2%18.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+24.6%SLYV, at 15.8% volatility

VBWorst drop−9.0%15.7% vol

SLYVWorst drop−9.4%15.8% vol

IJRWorst drop−9.7%15.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SLYVIJR

+20.4%Year to date+19.9%

1.9%Yield1.2%

+24.6%Past year+22.7%

0.15%Fee0.06%

3–1SLYV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 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 4, 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 4, 2026