Compare · 3 funds side by side · dividends reinvested

SPTM, VUG and VO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,251SPTM · best of the three

02 / 04

SPTM, VUG and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.5

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFUS Stock Styles · Large cap0.03%1.07%+11.6%+14.0%+21.6%+11.5%−8.7%13.6%$13.7B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: SPTM 2000 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $13.7B$17,251

SPTM

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

$10,000 five years ago, dividends reinvested · they hold 51.0% in common

SPTMMeasureVUG

+11.6%Year to dateJan 1 → Nov 9+4.2%

+14.0%1 yearTotal return+4.7%

+21.6%3 years · per year$10,000 became $17,985 · $18,569+22.9%

+11.5%5 years · per year$10,000 became $17,251 · $16,565+10.6%

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

1.07%Trailing 12-mo yield$107 · $41 a year on $10k0.41%

−8.7%Worst dropSmaller is better−15.1%

13.6%VolatilityLower is calmer19.1%

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

6–1SPTM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPTM vs VUG: Top 5 Holdings

Today

SPTM

25.7%in top 5

VUG

in top 545.2%

SPTMStockVUG

6.6%NVDA13.5%

7.3%AAPL12.5%

5.7%MSFT9.7%

2.4%GOOGL5.2%

not top 5AVGO4.3%

3.7%AMZNnot top 5

Held in common51.0%

End-of-day Nov 9, 2026 · share of each fund

SPTM vs VUG Returns, Every Period

SPDRSPTM

+11.5%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

SPTMVUGFaded: behind in that period

3–1SPTM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SPTM vs VO

YTD

SPDRSPTM

+11.6%

VOVanguard

+13.6%

+11.6%Year to date+13.6%

−8.7%Worst drop · 1Y−8.2%

13.6%Volatility · 1Y13.1%

1.1%Yield1.4%

$13.7BAssets$103B

4–0VO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPTM, VUG, VO

Today

0.03%lowest, SPTM

FundExpense ratioFee$10k

SPTM0.03%$3

VUG0.03%$3

VO0.03%$3

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SPTM, VUG, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

SPTM1.07%$107

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

SPTM$107 − $3 = $104

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SPTM, VUG, VO

Today

51.0%most shared, SPTM and VUG

SPTMVUGVO

SPTM—51.0%14.9%

VUG51.0%—10.2%

VO14.9%10.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.6%VO, at 13.1% volatility

VOWorst drop−8.2%13.1% vol

SPTMWorst drop−8.7%13.6% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOSPTM

+13.6%Year to date+11.6%

1.4%Yield1.1%

+15.6%Past year+14.0%

0.03%Fee0.03%

3–0VO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026