Compare · 3 funds side by side · dividends reinvested

VB, SPSM and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,330IWF · best of the three

02 / 04

VB, SPSM and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 600 Small Cap ETFUS Stock Styles · Small cap0.03%1.54%+15.4%+19.5%+17.5%+5.7%−9.6%16.2%$16.3B1.6

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.28%+11.2%+14.6%+18.5%+5.9%−9.0%16.2%$76.9B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: VB 2004 · SPSM 2013 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap ETF · $76.9B$13,310

SPSM

State Street SPDR Portfolio S&P 600 Small Cap ETF · $16.3B$13,187

$10,000 five years ago, dividends reinvested · they hold 18.1% in common

VBMeasureSPSM

+11.2%Year to dateJan 1 → Nov 5+15.4%

+14.6%1 yearTotal return+19.5%

+18.5%3 years · per year$10,000 became $16,641 · $16,234+17.5%

+5.9%5 years · per year$10,000 became $13,310 · $13,187+5.7%

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

1.28%Trailing 12-mo yield$129 · $154 a year on $10k1.54%

−9.0%Worst dropSmaller is better−9.6%

16.2%VolatilityLower is calmer16.2%

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

3–3Level

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

More Ways to See the Pairs

VB vs SPSM: Top 5 Holdings

Today

2.9%in top 5

SPSM

in top 52.7%

VBStockSPSM

0.7%NTRAnot top 5

not top 5PAYC0.6%

0.6%TWLOnot top 5

0.5%RVMDnot top 5

not top 5RHP0.5%

not top 5PTGX0.5%

0.5%ILMNnot top 5

0.5%Pnot top 5

not top 5MTCH0.5%

not top 5VSAT0.5%

Held in common18.1%

End-of-day Nov 5, 2026 · share of each fund

VB vs SPSM Returns, Every Period

VanguardVB

+5.9%

5 years, per year

SPSMSPDR

+5.7%

5 years, per year

VBSPSMFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

VB vs SPSM

YTD

VanguardVB

+11.2%

SPSMSPDR

+15.4%

+11.2%Year to date+15.4%

−9.0%Worst drop · 1Y−9.6%

16.2%Volatility · 1Y16.2%

1.3%Yield1.5%

$76.9BAssets$16.3B

2–1SPSM wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VB, SPSM, IWF

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

SPSM0.03%$3

IWF0.18%$18

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VB, SPSM, IWF

1.54%highest, SPSM

FundTrailing yieldYield$10k

SPSM1.54%$154

VB1.28%$129

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$151most kept, SPSM

SPSM$154 − $3 = $151

VB$129 − $3 = $126

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VB, SPSM, IWF

Today

18.1%most shared, VB and SPSM

VBSPSMIWF

VB—18.1%3.9%

SPSM18.1%—0.1%

IWF3.9%0.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.5%SPSM, at 16.2% volatility

SPSMWorst drop−9.6%16.2% vol

VBWorst drop−9.0%16.2% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SPSMVB

+15.4%Year to date+11.2%

1.5%Yield1.3%

+19.5%Past year+14.6%

0.03%Fee0.03%

3–0SPSM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$75.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026