Compare · 3 funds side by side · dividends reinvested

SPSM, IWM and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

SPSM, IWM and VUG, 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%1.54%+15.5%+17.6%+17.4%+5.7%−9.6%16.1%$16.3B1.4

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$75.4B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: SPSM 2013 · IWM 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 600 Small Cap ETF · $16.3B$13,217

SPSM

IWM

iShares Russell 2000 ETF · $75.4B$12,766

$10,000 five years ago, dividends reinvested · they hold 48.3% in common

SPSMMeasureIWM

+15.5%Year to dateJan 1 → Nov 6+11.9%

+17.6%1 yearTotal return+13.0%

+17.4%3 years · per year$10,000 became $16,165 · $17,100+19.6%

+5.7%5 years · per year$10,000 became $13,217 · $12,766+5.0%

0.03%Expense ratio$3 · $19 a year on $10k · lower is better0.19%

1.54%Trailing 12-mo yield$154 · $100 a year on $10k1.00%

−9.6%Worst dropSmaller is better−11.1%

16.1%VolatilityLower is calmer18.7%

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

7–1SPSM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPSM vs IWM: Top 5 Holdings

Today

SPSM

2.7%in top 5

IWM

in top 51.8%

SPSMStockIWM

0.6%PAYCnot top 5

0.5%LTHnot top 5

0.5%MTCHnot top 5

0.5%RHP0.3%

0.5%PTGXnot top 5

not top 5GKOS0.4%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

Held in common48.3%

End-of-day Nov 6, 2026 · share of each fund

SPSM vs IWM Returns, Every Period

SPDRSPSM

+5.7%

5 years, per year

IWMiShares

+5.0%

5 years, per year

SPSMIWMFaded: behind in that period

3–1SPSM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SPSM vs IWM

YTD

SPDRSPSM

+15.5%

IWMiShares

+11.9%

+15.5%Year to date+11.9%

−9.6%Worst drop · 1Y−11.1%

16.1%Volatility · 1Y18.7%

1.5%Yield1.0%

$16.3BAssets$75.4B

4–0SPSM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPSM, IWM, VUG

Today

0.03%lowest, SPSM

FundExpense ratioFee$10k

SPSM0.03%$3

VUG0.03%$3

IWM0.19%$19

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SPSM, IWM, VUG

1.54%highest, SPSM

FundTrailing yieldYield$10k

SPSM1.54%$154

IWM1.00%$100

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$151most kept, SPSM

SPSM$154 − $3 = $151

IWM$100 − $19 = $81

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SPSM, IWM, VUG

Today

48.3%most shared, SPSM and IWM

SPSMIWMVUG

SPSM—48.3%0.0%

IWM48.3%—0.0%

VUG0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.6%SPSM, at 16.1% volatility

SPSMWorst drop−9.6%16.1% vol

IWMWorst drop−11.1%18.7% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SPSMIWM

+15.5%Year to date+11.9%

1.5%Yield1.0%

+17.6%Past year+13.0%

0.03%Fee0.19%

4–0SPSM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026