Compare · 2 funds side by side · dividends reinvested

SPYD and SMLF

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,794SMLF · best of the two

02 / 04

SPYD and SMLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 High Dividend ETFIncome · Dividend stocks0.07%4.08%+20.7%+25.0%+20.2%+9.3%−9.8%12.4%$7.7B1.4

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%0.98%+16.7%+18.1%+23.1%+10.9%−8.7%16.9%$4.2B1.6

Rank among the two1st → 2ndFee, 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: SPYD 2015 · SMLF 2015

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 High Dividend ETF · $7.7B$15,628

SPYD

SMLF

iShares U.S. Small-Cap Equity Factor ETF · $4.2B$16,794

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

SPYDMeasureSMLF

+20.7%Year to dateJan 1 → Nov 4+16.7%

+25.0%1 yearTotal return+18.1%

+20.2%3 years · per year$10,000 became $17,381 · $18,634+23.1%

+9.3%5 years · per year$10,000 became $15,628 · $16,794+10.9%

0.07%Expense ratio$7 · $15 a year on $10k · lower is better0.15%

4.08%Trailing 12-mo yield$408 · $98 a year on $10k0.98%

−9.8%Worst dropSmaller is better−8.7%

12.4%VolatilityLower is calmer16.9%

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

5–3SPYD wins

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

More Ways to See the Pairs

SPYD vs SMLF: Top 5 Holdings

Today

SPYD

8.7%in top 5

SMLF

in top 53.5%

SPYDStockSMLF

2.4%ACNnot top 5

1.7%HASnot top 5

1.6%PFEnot top 5

1.6%MDTnot top 5

1.5%SWKnot top 5

not top 5EME0.9%

not top 5NVT0.7%

not top 5WSM0.7%

not top 5JBL0.7%

not top 5RS0.6%

Held in common1.4%

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

SPYD vs SMLF Returns, Every Period

SPDRSPYD

+9.3%

5 years, per year

SMLFiShares

+10.9%

5 years, per year

SPYDSMLFFaded: behind in that period

2–2Level

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

Income vs Stocks: SPYD vs SMLF

YTD

SPDRSPYD

+20.7%

SMLFiShares

+16.7%

+20.7%Year to date+16.7%

−9.8%Worst drop · 1Y−8.7%

12.4%Volatility · 1Y16.9%

4.1%Yield1.0%

$7.7BAssets$4.2B

3–1SPYD wins

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

Cost, Income and Risk

Fees: SPYD, SMLF

Today

0.07%lowest, SPYD

FundExpense ratioFee$10k

SPYD0.07%$7

SMLF0.15%$15

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

Yields: SPYD, SMLF

4.08%highest, SPYD

FundTrailing yieldYield$10k

SPYD4.08%$408

SMLF0.98%$98

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

Income After Fees on $10,000

$401most kept, SPYD

SPYD$408 − $7 = $401

SMLF$98 − $15 = $83

KeptFee

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

Overlap: SPYD, SMLF

Today

1.4%most shared, SPYD and SMLF

SPYDSMLF

SPYD—1.4%

SMLF1.4%—

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

Return vs Bumpiness: 2 ETFs

+25.0%SPYD, at 12.4% volatility

SPYDWorst drop−9.8%12.4% vol

SMLFWorst drop−8.7%16.9% vol

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

Paid More vs Made More

YTD

SPYDSMLF

+20.7%Year to date+16.7%

4.1%Yield1.0%

+25.0%Past year+18.1%

0.07%Fee0.15%

4–0SPYD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026