Compare · 3 funds side by side · dividends reinvested

SSCP, IJR and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,118SPY · best of the three

02 / 04

SSCP, IJR and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$778B1.5

SMART Small Cap ETFUS Stock Styles · Small cap0.79%0.00%[…][…][…][…][…][…]$14M3.0

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: SSCP 2026 · IJR 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

SMART Small Cap ETF · $14M[…]

SSCP

IJR

iShares Core S&P Small-Cap ETF · $104B$13,170

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

SSCPMeasureIJR

[…]Year to dateJan 1 → Nov 6+15.5%

[…]1 yearTotal return+17.6%

[…]3 years · per year$10,000 became […] · $16,147+17.3%

[…]5 years · per year$10,000 became […] · $13,170+5.7%

0.79%Expense ratio$79 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $124 a year on $10k1.24%

[…]Worst dropSmaller is better−9.7%

[…]VolatilityLower is calmer16.2%

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

0–2IJR wins

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

More Ways to See the Pairs

SSCP vs IJR: Top 5 Holdings

Today

SSCP

36.5%in top 5

IJR

in top 52.6%

SSCPStockIJR

8.2%QNSTnot top 5

7.8%VIAnot top 5

7.4%GCTnot top 5

7.0%MAXnot top 5

6.0%PAYSnot top 5

not top 5PAYC0.6%

not top 5LTH0.5%

not top 5MTCH0.5%

not top 5RHP0.5%

not top 5PTGX0.5%

Held in common0.4%

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

SSCP vs IJR Returns, Every Period

SmartSSCP

[…]

past year

IJRiShares

+17.6%

past year

Returns […]

SSCPIJRFaded: behind in that period

0–0Level

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

SSCP vs IJR

YTD

SmartSSCP

[…]

IJRiShares

+15.5%

[…]Year to date+15.5%

[…]Worst drop · 1Y−9.7%

[…]Volatility · 1Y16.2%

0.0%Yield1.2%

$13.6MAssets$104B

1–0IJR wins

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

Cost, Income and Risk

Fees: SSCP, IJR, SPY

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

SPY0.09%$9

SSCP0.79%$79

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

Yields: SSCP, IJR, SPY

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

SPY1.03%$103

SSCP0.00%$0

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

SPY$103 − $9 = $94

SSCP$0 − $79 = −$79

KeptFee

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

Overlap: SSCP, IJR, SPY

Today

0.4%most shared, SSCP and IJR

SSCPIJRSPY

SSCP—0.4%0.0%

IJR0.4%—0.0%

SPY0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+17.6%IJR, at 16.2% volatility

SPYWorst drop−8.9%13.6% vol

IJRWorst drop−9.7%16.2% vol

SSCPWorst drop[…][…]

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

Paid More vs Made More

YTD

IJRSPY

+15.5%Year to date+8.7%

1.2%Yield1.0%

+17.6%Past year+9.7%

0.06%Fee0.09%

4–0IJR 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%

$178BAssets$778B

2–0SPYM 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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026