Compare · 3 funds side by side · dividends reinvested

SPTM, IWB and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,822SPTM · best of the three

02 / 04

SPTM, IWB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFUS Stock Styles · Large cap0.03%1.06%+13.5%+13.8%+23.8%+12.3%−8.7%12.8%$14.0B1.3

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.91%+13.0%+13.2%+23.9%+11.8%−8.9%12.9%$48.5B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: SPTM 2000 · IWB 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $14.0B$17,822

SPTM

IWB

iShares Russell 1000 ETF · $48.5B$17,459

$10,000 five years ago, dividends reinvested · they hold 95.8% in common

SPTMMeasureIWB

+13.5%Year to dateJan 1 → Nov 4+13.0%

+13.8%1 yearTotal return+13.2%

+23.8%3 years · per year$10,000 became $18,972 · $19,023+23.9%

+12.3%5 years · per year$10,000 became $17,822 · $17,459+11.8%

0.03%Expense ratio$3 · $15 a year on $10k · lower is better0.15%

1.06%Trailing 12-mo yield$106 · $91 a year on $10k0.91%

−8.7%Worst dropSmaller is better−8.9%

12.8%VolatilityLower is calmer12.9%

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

7–1SPTM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPTM vs IWB: Top 5 Holdings

Today

SPTM

25.2%in top 5

IWB

in top 525.2%

SPTMStockIWB

7.1%NVDA6.9%

6.9%AAPL6.9%

5.5%MSFT5.5%

3.5%AMZN3.5%

2.3%GOOGL2.3%

Held in common95.8%

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

SPTM vs IWB Returns, Every Period

SPDRSPTM

+12.3%

5 years, per year

IWBiShares

+11.8%

5 years, per year

SPTMIWBFaded: behind in that period

3–1SPTM wins

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

SPTM vs IWB

YTD

SPDRSPTM

+13.5%

IWBiShares

+13.0%

+13.5%Year to date+13.0%

−8.7%Worst drop · 1Y−8.9%

12.8%Volatility · 1Y12.9%

1.1%Yield0.9%

$14.0BAssets$48.5B

4–0SPTM wins

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

Cost, Income and Risk

Fees: SPTM, IWB, VUG

Today

0.03%lowest, SPTM

FundExpense ratioFee$10k

SPTM0.03%$3

VUG0.03%$3

IWB0.15%$15

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

Yields: SPTM, IWB, VUG

1.06%highest, SPTM

FundTrailing yieldYield$10k

SPTM1.06%$106

IWB0.91%$91

VUG0.40%$40

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

Income After Fees on $10,000

$103most kept, SPTM

SPTM$106 − $3 = $103

IWB$91 − $15 = $76

VUG$40 − $3 = $37

KeptFee

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

Overlap: SPTM, IWB, VUG

Today

95.8%most shared, SPTM and IWB

SPTMIWBVUG

SPTM—95.8%51.2%

IWB95.8%—52.0%

VUG51.2%52.0%—

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

Return vs Bumpiness: 3 ETFs

+13.8%SPTM, at 12.8% volatility

SPTMWorst drop−8.7%12.8% vol

IWBWorst drop−8.9%12.9% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

SPTMIWB

+13.5%Year to date+13.0%

1.1%Yield0.9%

+13.8%Past year+13.2%

0.03%Fee0.15%

4–0SPTM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026