Compare · 3 funds side by side · dividends reinvested

VB, SPSM and IWF

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,505IWF · best of the three

Story of the three · IncomeMost incomeSPSM · 1.50% · $150 a year on $10k

Story of the three · RiskSmallest drop

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%1.50%+18.0%+19.3%+17.2%+4.9%−9.6%16.4%$16.2B1.6

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.25%+14.0%+15.3%+18.2%+5.6%−9.0%16.4%$76.9B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$119B2.5

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

End-of-day Nov 13, 2026 · returns include dividends · since: VB 2004 · SPSM 2013 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR Portfolio S&P 600 Small Cap ETF · $16.2B$12,689

SPSM

IWF

iShares Russell 1000 Growth ETF · $119B$15,505

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

SPSMMeasure

More Ways to See the Pairs

SPSM vs IWF: Top 5 Holdings

Today

SPSM

2.7%in top 5

IWF

in top 538.2%

SPSMStockIWF

not top 5NVDA12.8%

not top 5AAPL8.8%

not top 5MSFT6.1%

not top 5GOOGL5.4%

not top 5AVGO

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 13, 2026 · fee on $10,000 a year

Yields: VB, SPSM, IWF

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 13, 2026

IWM vs VB

YTD

iSharesIWM

+13.5%

VBVanguard

+14.0%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

IWF

+18.0%Year to dateJan 1 → Nov 13−2.6%

+19.3%1 yearTotal return−3.9%

+17.2%3 years · per year$10,000 became $16,090 · $16,699+18.6%

+4.9%5 years · per year$10,000 became $12,689 · $15,505+9.2%

0.03%Expense ratio$3 · $18 a year on $10k · lower is better0.18%

1.50%Trailing 12-mo yield$150 · $38 a year on $10k0.38%

−9.6%Worst dropSmaller is better−14.6%

16.4%VolatilityLower is calmer19.6%

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

6–2SPSM wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.1%

0.6%VSATnot top 5

0.5%MTCHnot top 5

0.5%RHPnot top 5

0.5%PAYCnot top 5

0.5%TGTXnot top 5

Held in common0.1%

End-of-day Nov 13, 2026 · share of each fund

SPSM vs IWF Returns, Every Period

5Y

SPDRSPSM

+4.9%

5 years, per year

IWFiShares

+9.2%

5 years, per year

SPSMIWFFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

SPSM vs VB

YTD

SPDRSPSM

+18.0%

VBVanguard

+14.0%

+18.0%Year to date+14.0%

−9.6%Worst drop · 1Y−9.0%

16.4%Volatility · 1Y16.4%

1.5%Yield1.3%

$16.2BAssets$76.9B

2–1SPSM wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1.50%highest, SPSM

FundTrailing yieldYield$10k

SPSM1.50%$150

VB1.25%$125

IWF0.38%$38

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$147most kept, SPSM

SPSM$150 − $3 = $147

VB$125 − $3 = $122

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 13, 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 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+19.3%SPSM, at 16.4% volatility

SPSMWorst drop−9.6%16.4% vol

VBWorst drop−9.0%16.4% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SPSMVB

+18.0%Year to date+14.0%

1.5%Yield1.3%

+19.3%Past year+15.3%

0.03%Fee0.03%

3–0SPSM wins

End-of-day Nov 13, 2026

+13.5%Year to date+14.0%

1.0%Yield1.3%

$76.6BAssets$76.9B

2–0VB wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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VB, SPSM and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three