Compare · 2 funds side by side · dividends reinvested

SPSM and IJR

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,969SPSM · best of the two

02 / 04

SPSM and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 600 Small Cap ETFUS Stock Styles · Small cap0.03%1.48%+19.9%+22.8%+19.4%+6.9%−9.6%15.8%$16.1B1.0

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%$106B2.0

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: SPSM 2013 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 600 Small Cap ETF · $16.1B$13,969

SPSM

IJR

iShares Core S&P Small-Cap ETF · $106B$13,920

$10,000 five years ago, dividends reinvested · they hold 97.9% in common

SPSMMeasureIJR

+19.9%Year to dateJan 1 → Nov 4+19.9%

+22.8%1 yearTotal return+22.7%

+19.4%3 years · per year$10,000 became $17,020 · $16,979+19.3%

+6.9%5 years · per year$10,000 became $13,969 · $13,920+6.8%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

1.48%Trailing 12-mo yield$148 · $120 a year on $10k1.20%

−9.6%Worst dropSmaller is better−9.7%

15.8%VolatilityLower is calmer15.8%

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

6–0SPSM wins

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

More Ways to See the Pairs

SPSM vs IJR: Top 5 Holdings

Today

SPSM

2.7%in top 5

IJR

in top 52.7%

SPSMStockIJR

0.6%VSAT0.6%

0.6%PAYC0.6%

0.5%RHP0.5%

0.5%PTGX0.5%

0.5%MTCH0.5%

Held in common97.9%

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

SPSM vs IJR Returns, Every Period

SPDRSPSM

+6.9%

5 years, per year

IJRiShares

+6.8%

5 years, per year

SPSMIJRFaded: behind in that period

3–0SPSM wins

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

SPSM vs IJR

YTD

SPDRSPSM

+19.9%

IJRiShares

+19.9%

+19.9%Year to date+19.9%

−9.6%Worst drop · 1Y−9.7%

15.8%Volatility · 1Y15.8%

1.5%Yield1.2%

$16.1BAssets$106B

2–0SPSM wins

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

Cost, Income and Risk

Fees: SPSM, IJR

Today

0.03%lowest, SPSM

FundExpense ratioFee$10k

SPSM0.03%$3

IJR0.06%$6

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

Yields: SPSM, IJR

1.48%highest, SPSM

FundTrailing yieldYield$10k

SPSM1.48%$148

IJR1.20%$120

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

Income After Fees on $10,000

$145most kept, SPSM

SPSM$148 − $3 = $145

IJR$120 − $6 = $114

KeptFee

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

Overlap: SPSM, IJR

Today

97.9%most shared, SPSM and IJR

SPSMIJR

SPSM—97.9%

IJR97.9%—

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

Return vs Bumpiness: 2 ETFs

+22.8%SPSM, at 15.8% volatility

SPSMWorst drop−9.6%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

SPSMIJR

+19.9%Year to date+19.9%

1.5%Yield1.2%

+22.8%Past year+22.7%

0.03%Fee0.06%

3–0SPSM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026