Compare SPSM and VBR | ETF Tracker

SPSM and VBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.77%+19.4%+23.4%+20.8%+9.6%−8.9%13.9%$35.1B1.3

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%$16.1B1.8

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 · VBR 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

SPSM

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,849

$10,000 five years ago, dividends reinvested · they hold 20.9% in common

SPSMMeasureVBR

+19.9%Year to dateJan 1 → Nov 4+19.4%

+22.8%1 yearTotal return+23.4%

+19.4%3 years · per year$10,000 became $17,020 · $17,630+20.8%

+6.9%5 years · per year$10,000 became $13,969 · $15,849+9.6%

0.03%Expense ratio$3 · $5 a year on $10k · lower is better0.05%

1.48%Trailing 12-mo yield$148 · $177 a year on $10k1.77%

−9.6%Worst dropSmaller is better−8.9%

15.8%VolatilityLower is calmer13.9%

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

2–6VBR 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 VBR: Top 5 Holdings

Today

SPSM

2.7%in top 5

VBR

in top 53.3%

SPSMStockVBR

not top 5MRNA0.8%

not top 5JBL0.7%

not top 5WSM0.6%

not top 5ATO0.6%

0.6%VSATnot top 5

0.6%PAYCnot top 5

not top 5FFIV0.6%

0.5%RHPnot top 5

0.5%PTGXnot top 5

0.5%MTCHnot top 5

Held in common20.9%

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

SPSM vs VBR Returns, Every Period

5Y

SPDRSPSM

+6.9%

5 years, per year

VBRVanguard

+9.6%

5 years, per year

SPSMVBRFaded: behind in that period

1–3VBR wins

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

SPSM vs VBR

YTD

SPDRSPSM

+19.9%

VBRVanguard

+19.4%

+19.9%Year to date+19.4%

−9.6%Worst drop · 1Y−8.9%

15.8%Volatility · 1Y13.9%

1.5%Yield1.8%

$16.1BAssets$35.1B

3–1VBR wins

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

Cost, Income and Risk

Fees: SPSM, VBR

Today

0.03%lowest, SPSM

FundExpense ratioFee$10k

SPSM0.03%$3

VBR0.05%$5

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

Yields: SPSM, VBR

1Y

1.77%highest, VBR

FundTrailing yieldYield$10k

VBR1.77%$177

SPSM1.48%$148

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

Income After Fees on $10,000

1Y

$172most kept, VBR

VBR$177 − $5 = $172

SPSM$148 − $3 = $145

KeptFee

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

Overlap: SPSM, VBR

Today

20.9%most shared, SPSM and VBR

SPSMVBR

SPSM—20.9%

VBR20.9%—

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

Return vs Bumpiness: 2 ETFs

1Y

+23.4%VBR, at 13.9% volatility

VBRWorst drop−8.9%13.9% vol

SPSMWorst drop−9.6%15.8% vol

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

Paid More vs Made More

YTD

VBRSPSM

+19.4%Year to date+19.9%

1.8%Yield1.5%

+23.4%Past year+22.8%

0.05%Fee0.03%

2–2level

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