Compare · 3 funds side by side · dividends reinvested

SPSM, VO and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,441IWF · best of the three

02 / 04

SPSM, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.6

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%$16.3B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.5

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 · VO 2004 · IWF 2000

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

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SPSMMeasureVO

+15.5%Year to dateJan 1 → Nov 6+10.6%

+17.6%1 yearTotal return+11.6%

+17.4%3 years · per year$10,000 became $16,165 · $16,701+18.6%

+5.7%5 years · per year$10,000 became $13,217 · $13,590+6.3%

0.03%Expense ratio$3 · $3 a year on $10k · lower is better0.03%

1.54%Trailing 12-mo yield$154 · $139 a year on $10k1.39%

−9.6%Worst dropSmaller is better−8.2%

16.1%VolatilityLower is calmer12.9%

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

3–4VO 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 VO: Top 5 Holdings

Today

SPSM

2.7%in top 5

in top 55.3%

SPSMStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

0.6%PAYCnot top 5

0.5%LTHnot top 5

0.5%MTCHnot top 5

0.5%RHPnot top 5

0.5%PTGXnot top 5

Held in common0.0%

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

SPSM vs VO Returns, Every Period

SPDRSPSM

+5.7%

5 years, per year

VOVanguard

+6.3%

5 years, per year

SPSMVOFaded: behind in that period

2–2Level

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

SPSM vs VO

YTD

SPDRSPSM

+15.5%

VOVanguard

+10.6%

+15.5%Year to date+10.6%

−9.6%Worst drop · 1Y−8.2%

16.1%Volatility · 1Y12.9%

1.5%Yield1.4%

$16.3BAssets$103B

2–2level

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

Cost, Income and Risk

Fees: SPSM, VO, IWF

Today

0.03%lowest, SPSM

FundExpense ratioFee$10k

SPSM0.03%$3

VO0.03%$3

IWF0.18%$18

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

Yields: SPSM, VO, IWF

1.54%highest, SPSM

FundTrailing yieldYield$10k

SPSM1.54%$154

VO1.39%$139

IWF0.39%$39

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

Income After Fees on $10,000

$151most kept, SPSM

SPSM$154 − $3 = $151

VO$139 − $3 = $136

IWF$39 − $18 = $21

KeptFee

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

Overlap: SPSM, VO, IWF

Today

9.2%most shared, VO and IWF

SPSMVOIWF

SPSM—0.0%0.1%

VO0.0%—9.2%

IWF0.1%9.2%—

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

VOWorst drop−8.2%12.9% vol

SPSMWorst drop−9.6%16.1% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

SPSMVO

+15.5%Year to date+10.6%

1.5%Yield1.4%

+17.6%Past year+11.6%

0.03%Fee0.03%

3–0SPSM 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$59.7B

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026