Compare · 3 funds side by side · dividends reinvested

SPSM, IJR and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

SPSM, IJR and VOO, 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%1.50%+18.4%+21.4%+19.1%+6.2%−9.6%15.7%$16.1B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.8

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.3%+21.3%+19.0%+6.1%−9.7%15.8%$106B2.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: SPSM 2013 · IJR 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 600 Small Cap ETF · $16.1B$13,514

SPSM

IJR

iShares Core S&P Small-Cap ETF · $106B$13,468

$10,000 five years ago, dividends reinvested · they hold 97.6% in common

SPSMMeasureIJR

+18.4%Year to dateJan 1 → Nov 3+18.3%

+21.4%1 yearTotal return+21.3%

+19.1%3 years · per year$10,000 became $16,884 · $16,862+19.0%

+6.2%5 years · per year$10,000 became $13,514 · $13,468+6.1%

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

1.50%Trailing 12-mo yield$150 · $121 a year on $10k1.21%

−9.6%Worst dropSmaller is better−9.7%

15.7%VolatilityLower is calmer15.8%

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

8–0SPSM wins

End-of-day Nov 3, 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

3.1%in top 5

IJR

in top 53.1%

SPSMStockIJR

0.8%GKOS0.8%

0.6%VSAT0.6%

0.6%PAYC0.6%

0.6%MTCH0.5%

0.5%SM0.5%

Held in common97.6%

End-of-day Nov 3, 2026 · share of each fund

SPSM vs IJR Returns, Every Period

SPDRSPSM

+6.2%

5 years, per year

IJRiShares

+6.1%

5 years, per year

SPSMIJRFaded: behind in that period

4–0SPSM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SPSM vs IJR

YTD

SPDRSPSM

+18.4%

IJRiShares

+18.3%

+18.4%Year to date+18.3%

−9.6%Worst drop · 1Y−9.7%

15.7%Volatility · 1Y15.8%

1.5%Yield1.2%

$16.1BAssets$106B

4–0SPSM wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPSM, IJR, VOO

Today

0.03%lowest, SPSM

FundExpense ratioFee$10k

SPSM0.03%$3

VOO0.03%$3

IJR0.06%$6

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SPSM, IJR, VOO

1.50%highest, SPSM

FundTrailing yieldYield$10k

SPSM1.50%$150

IJR1.21%$121

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$147most kept, SPSM

SPSM$150 − $3 = $147

IJR$121 − $6 = $115

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SPSM, IJR, VOO

Today

97.6%most shared, SPSM and IJR

SPSMIJRVOO

SPSM—97.6%0.0%

IJR97.6%—0.0%

VOO0.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.4%SPSM, at 15.7% volatility

VOOWorst drop−8.9%12.7% vol

SPSMWorst drop−9.6%15.7% vol

IJRWorst drop−9.7%15.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SPSMIJR

+18.4%Year to date+18.3%

1.5%Yield1.2%

+21.4%Past year+21.3%

0.03%Fee0.06%

4–0SPSM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026