Compare · 3 funds side by side · dividends reinvested

SPTM, SCHB and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,906SPTM · best of the three

02 / 04

SPTM, SCHB 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%1.10%+9.0%+10.2%+21.4%+11.1%−8.7%13.5%$13.6B1.3

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.09%+8.8%+9.7%+21.6%+10.4%−8.9%13.8%$43.2B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$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 6, 2026 · returns include dividends · since: SPTM 2000 · SCHB 2009 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $13.6B$16,906

SPTM

SCHB

Schwab U.S. Broad Market ETF · $43.2B$16,377

$10,000 five years ago, dividends reinvested · they hold 95.9% in common

SPTMMeasureSCHB

+9.0%Year to dateJan 1 → Nov 6+8.8%

+10.2%1 yearTotal return+9.7%

+21.4%3 years · per year$10,000 became $17,907 · $17,991+21.6%

+11.1%5 years · per year$10,000 became $16,906 · $16,377+10.4%

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

1.10%Trailing 12-mo yield$110 · $109 a year on $10k1.09%

−8.7%Worst dropSmaller is better−8.9%

13.5%VolatilityLower is calmer13.8%

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

6–1SPTM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPTM vs SCHB: Top 5 Holdings

Today

SPTM

25.6%in top 5

SCHB

in top 524.8%

SPTMStockSCHB

7.3%AAPL7.1%

6.4%NVDA6.2%

5.8%MSFT5.6%

3.7%AMZN3.6%

2.4%GOOGL2.3%

Held in common95.9%

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

SPTM vs SCHB Returns, Every Period

SPDRSPTM

+11.1%

5 years, per year

SCHBSchwab

+10.4%

5 years, per year

SPTMSCHBFaded: behind in that period

3–1SPTM wins

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

SPTM vs SCHB

YTD

SPDRSPTM

+9.0%

SCHBSchwab

+8.8%

+9.0%Year to date+8.8%

−8.7%Worst drop · 1Y−8.9%

13.5%Volatility · 1Y13.8%

1.1%Yield1.1%

$13.6BAssets$43.2B

3–0SPTM wins

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

Cost, Income and Risk

Fees: SPTM, SCHB, VUG

Today

0.03%lowest, SPTM

FundExpense ratioFee$10k

SPTM0.03%$3

SCHB0.03%$3

VUG0.03%$3

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

Yields: SPTM, SCHB, VUG

1.10%highest, SPTM

FundTrailing yieldYield$10k

SPTM1.10%$110

SCHB1.09%$109

VUG0.42%$42

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

Income After Fees on $10,000

$107most kept, SPTM

SPTM$110 − $3 = $107

SCHB$109 − $3 = $106

VUG$42 − $3 = $39

KeptFee

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

Overlap: SPTM, SCHB, VUG

Today

95.9%most shared, SPTM and SCHB

SPTMSCHBVUG

SPTM—95.9%50.7%

SCHB95.9%—50.0%

VUG50.7%50.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+10.2%SPTM, at 13.5% volatility

SPTMWorst drop−8.7%13.5% vol

SCHBWorst drop−8.9%13.8% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

SPTMSCHB

+9.0%Year to date+8.8%

1.1%Yield1.1%

+10.2%Past year+9.7%

0.03%Fee0.03%

2–0SPTM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

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