Compare · 2 funds side by side · dividends reinvested

SPSM and VIG

SPSMSPDR×VIGVanguard×
$7.5k$10k$12.5k$15k$17.5kLow $8,529 · 2022VIG$17,005SPSM$13,969Oct 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two
02 / 04

SPSM and VIG, 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%$16.1B1.5
Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.5
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: SPSM 2013 · VIG 2006
@TheETFTracker·theetftracker.com

Head to Head

5Y
State Street SPDR Portfolio S&P 600 Small Cap ETF · $16.1B$13,969
SPSM
VIG
Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

SPSMMeasureVIG
+19.9%Year to dateJan 1 → Nov 4+16.4%
+22.8%1 yearTotal return+18.9%
+19.4%3 years · per year$10,000 became $17,020 · $17,533+20.6%
+6.9%5 years · per year$10,000 became $13,969 · $17,005+11.2%
0.03%Expense ratio$3 · $4 a year on $10k · lower is better0.04%
1.48%Trailing 12-mo yield$148 · $144 a year on $10k1.44%
−9.6%Worst dropSmaller is better−7.9%
15.8%VolatilityLower is calmer10.2%
SPSMVIG 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
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

SPSM vs VIG: Top 5 Holdings

Today
2.7%in top 5
VIG
in top 522.1%
SPSMStockVIG
not top 5MSFT4.9%
not top 5AAPL4.9%
not top 5AVGO4.3%
not top 5LLY4.1%
not top 5JPM3.9%
0.6%VSATnot top 5
0.6%PAYCnot top 5
0.5%RHPnot top 5
0.5%PTGXnot top 5
0.5%MTCHnot top 5
Held in common0.7%
End-of-day Nov 4, 2026 · share of each fund
@TheETFTracker·theetftracker.com

SPSM vs VIG Returns, Every Period

5Y
SPDRSPSM
+6.9%
5 years, per year
VIGVanguard
+11.2%
5 years, per year
0%+10%+20%+30%+19.9%+16.4%YTD+22.8%+18.9%1 year+19.4%+20.6%3 yrs · yr+6.9%+11.2%5 yrs · yr
SPSMVIGFaded: behind in that period
2–2Level
End-of-day Nov 4, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Stocks vs Income: SPSM vs VIG

YTD
SPDRSPSM
+19.9%
VIGVanguard
+16.4%
Jan 1Nov 4+19.9%+16.4%
+19.9%Year to date+16.4%
−9.6%Worst drop · 1Y−7.9%
15.8%Volatility · 1Y10.2%
1.5%Yield1.4%
$16.1BAssets$109B
2–2level
End-of-day Nov 4, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: SPSM, VIG

Today
0.03%lowest, SPSM
FundExpense ratioFee$10k
SPSM0.03%$3
VIG0.04%$4
End-of-day Nov 4, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: SPSM, VIG

1Y
1.48%highest, SPSM
FundTrailing yieldYield$10k
SPSM1.48%$148
VIG1.44%$144
End-of-day Nov 4, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$145most kept, SPSM
SPSM$148 − $3 = $145
VIG$144 − $4 = $140
KeptFee
End-of-day Nov 4, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: SPSM, VIG

Today
0.7%most shared, SPSM and VIG
SPSMVIG
SPSM—0.7%
VIG0.7%—
End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+22.8%SPSM, at 15.8% volatility
0%+10%+20%+30%5%10%15%20%Volatility · 1 year → bumpierSPSM +22.8%VIG +18.9%
VIGWorst drop−7.9%10.2% vol
SPSMWorst drop−9.6%15.8% vol
End-of-day Nov 4, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 4+19.9%+16.4%
+19.9%Year to date+16.4%
1.5%Yield1.4%
+22.8%Past year+18.9%
0.03%Fee0.04%
4–0SPSM wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

SCHD vs VIG

YTD
SchwabSCHD
+35.3%
VIGVanguard
+16.4%
Jan 1Nov 4+35.3%+16.4%
+35.3%Year to date+16.4%
2.9%Yield1.4%
$121BAssets$109B
2–0SCHD wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

DGRO vs VIG

YTD
iSharesDGRO
+20.6%
VIGVanguard
+16.4%
Jan 1Nov 4+20.6%+16.4%
+20.6%Year to date+16.4%
1.8%Yield1.4%
$45.1BAssets$109B
2–0DGRO wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+8.8%
Jan 1Nov 4+8.5%+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
@TheETFTracker·theetftracker.com