Compare · 2 funds side by side · dividends reinvested

SMB and SPY

SMBVanEck×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

SMB and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Short Muni ETFBonds & Cash · Municipal0.07%2.82%+1.4%+2.5%+3.9%+1.4%−2.3%2.5%$394M1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.5

Rank among the two1st → 2ndFee, 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: SMB 2008 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Short Muni ETF · $394M$10,722

SMB

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested

SMBMeasureSPY

+1.4%Year to dateJan 1 → Nov 4+13.3%

+2.5%1 yearTotal return+13.4%

+3.9%3 years · per year$10,000 became $11,217 · $19,132+24.1%

+1.4%5 years · per year$10,000 became $10,722 · $18,060+12.6%

0.07%Expense ratio$7 · $9 a year on $10k · lower is better0.09%

2.82%Trailing 12-mo yield$282 · $99 a year on $10k0.99%

−2.3%Worst dropSmaller is better−8.9%

2.5%VolatilityLower is calmer12.9%

SMBSPY 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

SMB vs SPY: Top 5 Holdings

Today

SMB

[…]in top 5

SPY

in top 527.3%

SMBStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common[…]

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

SMB vs SPY Returns, Every Period

VanEckSMB

+1.4%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

SMBSPYFaded: behind in that period

0–4SPY wins

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

Bonds vs Core: SMB vs SPY

YTD

VanEckSMB

+1.4%

SPYSPDR

+13.3%

+1.4%Year to date+13.3%

−2.3%Worst drop · 1Y−8.9%

2.5%Volatility · 1Y12.9%

2.8%Yield1.0%

$394MAssets$805B

3–1SMB wins

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

Cost, Income and Risk

Fees: SMB, SPY

Today

0.07%lowest, SMB

FundExpense ratioFee$10k

SMB0.07%$7

SPY0.09%$9

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

Yields: SMB, SPY

2.82%highest, SMB

FundTrailing yieldYield$10k

SMB2.82%$282

SPY0.99%$99

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

Income After Fees on $10,000

$275most kept, SMB

SMB$282 − $7 = $275

SPY$99 − $9 = $90

KeptFee

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

Overlap: SMB, SPY

Today

[…]holdings […]

SMBSPY

SMB—[…]

SPY[…]—

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

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

SMBWorst drop−2.3%2.5% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

SMBSPY

+1.4%Year to date+13.3%

2.8%Yield1.0%

+2.5%Past year+13.4%

0.07%Fee0.09%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

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