Compare · 3 funds side by side · dividends reinvested

SPTM, IWF and VO

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,210SPTM · best of the three

Story of the three · IncomeMost incomeVO · 1.33% · $133 a year on $10k

Story of the three · RiskSmallest drop

SPTM, IWF and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B1.5

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFUS Stock Styles · Large cap0.03%1.07%+12.6%+13.1%+21.5%+11.5%−8.7%13.6%$14.0B1.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B2.8

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

End-of-day Nov 11, 2026 · returns include dividends · since: SPTM 2000 · IWF 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $14.0B$17,210

SPTM

IWF

iShares Russell 1000 Growth ETF · $117B$15,927

$10,000 five years ago, dividends reinvested · they hold 53.0% in common

SPTM

More Ways to See the Pairs

SPTM vs IWF: Top 5 Holdings

Today

SPTM

24.9%in top 5

IWF

in top 538.3%

SPTMStockIWF

5.8%NVDA12.7%

7.2%AAPL8.8%

5.6%MSFT6.4%

2.4%GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: SPTM, IWF, VO

Today

0.03%lowest, SPTM

FundExpense ratioFee$10k

SPTM0.03%$3

VO0.03%$3

IWF0.18%$18

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: SPTM, IWF, VO

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

IWF

+12.6%Year to dateJan 1 → Nov 11−1.2%

+13.1%1 yearTotal return−2.8%

+21.5%3 years · per year$10,000 became $17,941 · $17,180+19.8%

+11.5%5 years · per year$10,000 became $17,210 · $15,927+9.8%

0.03%Expense ratio$3 · $18 a year on $10k · lower is better0.18%

1.07%Trailing 12-mo yield$107 · $37 a year on $10k0.37%

−8.7%Worst dropSmaller is better−14.6%

13.6%VolatilityLower is calmer19.6%

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

8–0SPTM wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.0%

3.8%AMZNnot top 5

Held in common53.0%

End-of-day Nov 11, 2026 · share of each fund

SPTM vs IWF Returns, Every Period

5Y

SPDRSPTM

+11.5%

5 years, per year

IWFiShares

+9.8%

5 years, per year

SPTMIWFFaded: behind in that period

4–0SPTM wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

SPTM vs VO

YTD

SPDRSPTM

+12.6%

VOVanguard

+15.0%

+12.6%Year to date+15.0%

−8.7%Worst drop · 1Y−8.2%

13.6%Volatility · 1Y13.1%

1.1%Yield1.3%

$14.0BAssets$103B

4–0VO wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1.33%highest, VO

FundTrailing yieldYield$10k

VO1.33%$133

SPTM1.07%$107

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$130most kept, VO

VO$133 − $3 = $130

SPTM$107 − $3 = $104

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SPTM, IWF, VO

Today

53.0%most shared, SPTM and IWF

SPTMIWFVO

SPTM—53.0%14.9%

IWF53.0%—9.4%

VO14.9%9.4%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.0%VO, at 13.1% volatility

VOWorst drop−8.2%13.1% vol

SPTMWorst drop−8.7%13.6% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

VOSPTM

+15.0%Year to date+12.6%

1.3%Yield1.1%

+15.0%Past year+13.1%

0.03%Fee0.03%

3–0VO wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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SPTM, IWF and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three