Compare · 4 funds side by side · dividends reinvested

VB, SPSM, IWF and VUG

VBVanguard×SPSMSPDR×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,124VUG · best of the four

02 / 04

VB, SPSM, IWF and VUG, 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%+15.5%+17.6%+17.4%+5.7%−9.6%16.1%$16.3B1.9

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.28%+11.8%+14.0%+18.5%+6.0%−9.0%16.2%$76.9B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B3.4

Rank among the four1st → 4thFee, 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: VB 2004 · SPSM 2013 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap ETF · $76.9B$13,413

SPSM

State Street SPDR Portfolio S&P 600 Small Cap ETF · $16.3B$13,217

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

VBMeasureSPSM

+11.8%Year to dateJan 1 → Nov 6+15.5%

+14.0%1 yearTotal return+17.6%

+18.5%3 years · per year$10,000 became $16,654 · $16,165+17.4%

+6.0%5 years · per year$10,000 became $13,413 · $13,217+5.7%

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

1.28%Trailing 12-mo yield$128 · $154 a year on $10k1.54%

−9.0%Worst dropSmaller is better−9.6%

16.2%VolatilityLower is calmer16.1%

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

3–4SPSM wins

End-of-day Nov 6, 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

0.6%TWLOnot top 5

not top 5PAYC0.6%

not top 5LTH0.5%

0.5%RVMDnot top 5

not top 5MTCH0.5%

not top 5RHP0.5%

0.5%ILMNnot top 5

0.5%Pnot top 5

not top 5PTGX0.5%

Held in common18.1%

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

VB vs SPSM Returns, Every Period

VanguardVB

+6.0%

5 years, per year

SPSMSPDR

+5.7%

5 years, per year

VBSPSMFaded: behind in that period

2–2Level

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

VB vs SPSM

YTD

VanguardVB

+11.8%

SPSMSPDR

+15.5%

+11.8%Year to date+15.5%

−9.0%Worst drop · 1Y−9.6%

16.2%Volatility · 1Y16.1%

1.3%Yield1.5%

$76.9BAssets$16.3B

3–1SPSM wins

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

Cost, Income and Risk

Fees: VB, SPSM, IWF, VUG

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

SPSM0.03%$3

VUG0.03%$3

IWF0.18%$18

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

Yields: VB, SPSM, IWF, VUG

1.54%highest, SPSM

FundTrailing yieldYield$10k

SPSM1.54%$154

VB1.28%$128

VUG0.42%$42

IWF0.39%$39

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

Income After Fees on $10,000

$151most kept, SPSM

SPSM$154 − $3 = $151

VB$128 − $3 = $125

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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

Overlap: VB, SPSM, IWF, VUG

Today

78.0%most shared, IWF and VUG

VBSPSMIWFVUG

VB—18.1%3.9%0.4%

SPSM18.1%—0.1%0.0%

IWF3.9%0.1%—78.0%

VUG0.4%0.0%78.0%—

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

Return vs Bumpiness: 4 ETFs

+17.6%SPSM, at 16.1% volatility

SPSMWorst drop−9.6%16.1% vol

VBWorst drop−9.0%16.2% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

SPSMVB

+15.5%Year to date+11.8%

1.5%Yield1.3%

+17.6%Past year+14.0%

0.03%Fee0.03%

3–0SPSM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

1–1level

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