Compare · 3 funds side by side · dividends reinvested

SPYM, SUSB and VTI

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

SPYM, SUSB and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.8

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B2.0

iShares ESG Aware 1-5 Year USD Corporate Bond ETFBonds & Cash · Corporate0.12%4.60%+1.2%+2.2%+5.5%+2.5%−1.6%2.1%$1.3B2.3

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: SPYM 2005 · SUSB 2017 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

SPYM

SUSB

iShares ESG Aware 1-5 Year USD Corporate Bond ETF · $1.3B$11,290

$10,000 five years ago, dividends reinvested

SPYMMeasureSUSB

+8.8%Year to dateJan 1 → Nov 6+1.2%

+9.8%1 yearTotal return+2.2%

+21.8%3 years · per year$10,000 became $18,082 · $11,743+5.5%

+11.4%5 years · per year$10,000 became $17,192 · $11,290+2.5%

0.02%Expense ratio$2 · $12 a year on $10k · lower is better0.12%

1.05%Trailing 12-mo yield$105 · $460 a year on $10k4.60%

−8.9%Worst dropSmaller is better−1.6%

13.6%VolatilityLower is calmer2.1%

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

5–3SPYM wins

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

More Ways to See the Pairs

SPYM vs SUSB: Top 5 Holdings

Today

SPYM

27.8%in top 5

SUSB

in top 5[…]

SPYMStockSUSB

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

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

SPYM vs SUSB Returns, Every Period

SPDRSPYM

+11.4%

5 years, per year

SUSBiShares

+2.5%

5 years, per year

SPYMSUSBFaded: behind in that period

4–0SPYM wins

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

Core vs Bonds: SPYM vs SUSB

YTD

SPDRSPYM

+8.8%

SUSBiShares

+1.2%

+8.8%Year to date+1.2%

−8.9%Worst drop · 1Y−1.6%

13.6%Volatility · 1Y2.1%

1.1%Yield4.6%

$182BAssets$1.3B

3–1SUSB wins

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

Cost, Income and Risk

Fees: SPYM, SUSB, VTI

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VTI0.03%$3

SUSB0.12%$12

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

Yields: SPYM, SUSB, VTI

4.60%highest, SUSB

FundTrailing yieldYield$10k

SUSB4.60%$460

VTI1.09%$109

SPYM1.05%$105

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

Income After Fees on $10,000

$448most kept, SUSB

SUSB$460 − $12 = $448

VTI$109 − $3 = $106

SPYM$105 − $2 = $103

KeptFee

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

Overlap: SPYM, SUSB, VTI

Today

85.5%most shared, SPYM and VTI

SPYMSUSBVTI

SPYM—[…]85.5%

SUSB[…]—[…]

VTI85.5%[…]—

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

Return vs Bumpiness: 3 ETFs

+9.9%VTI, at 13.7% volatility

SUSBWorst drop−1.6%2.1% vol

SPYMWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

SUSBVTI

+1.2%Year to date+8.9%

4.6%Yield1.1%

+2.2%Past year+9.9%

0.12%Fee0.03%

3–1VTI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

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