Compare · 3 funds side by side · dividends reinvested

VB, SPSM and VO

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,748VO · 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 VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.5%+6.6%−8.2%13.2%$107B1.6

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%$16.0B1.9

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.25%+14.0%+15.3%+18.2%+5.6%−9.0%16.4%$78.7B2.1

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 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR Portfolio S&P 600 Small Cap ETF · $16.0B$12,689

SPSM

VB

Vanguard Morningstar Small-Cap ETF · $78.7B$13,148

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

SPSMMeasure

More Ways to See the Pairs

SPSM vs VB: Top 5 Holdings

Today

SPSM

2.7%in top 5

VB

in top 52.9%

SPSMStockVB

not top 5NTRA0.7%

0.6%VSATnot top 5

not top 5TWLO0.6%

0.5%MTCHnot top 5

0.5%RHPnot top 5

Cost, Income and Risk

Fees: VB, SPSM, VO

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

SPSM0.03%$3

VO0.03%$3

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: VB, SPSM, VO

1Y

Popular Pairs Near These Three

IWM vs VB

YTD

iSharesIWM

+13.5%

VBVanguard

+14.0%

+13.5%Year to date+14.0%

1.0%Yield1.3%

$76.8BAssets$78.7B

2–0VB wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

VB

+18.0%Year to dateJan 1 → Nov 13+14.0%

+19.3%1 yearTotal return+15.3%

+17.2%3 years · per year$10,000 became $16,090 · $16,534+18.2%

+4.9%5 years · per year$10,000 became $12,689 · $13,148+5.6%

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

1.50%Trailing 12-mo yield$150 · $125 a year on $10k1.25%

−9.6%Worst dropSmaller is better−9.0%

16.4%VolatilityLower is calmer16.4%

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

3–3Level

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

0.5%PAYCnot top 5

0.5%TGTXnot top 5

not top 5RVMD0.5%

not top 5ILMN0.5%

not top 5P0.5%

Held in common18.1%

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

SPSM vs VB Returns, Every Period

5Y

SPDRSPSM

+4.9%

5 years, per year

VBVanguard

+5.6%

5 years, per year

SPSMVBFaded: behind in that period

2–2Level

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

SPSM vs VO

YTD

SPDRSPSM

+18.0%

VOVanguard

+14.0%

+18.0%Year to date+14.0%

−9.6%Worst drop · 1Y−8.2%

16.4%Volatility · 1Y13.2%

1.5%Yield1.3%

$16.0BAssets$107B

2–2level

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

1.50%highest, SPSM

FundTrailing yieldYield$10k

SPSM1.50%$150

VO1.35%$135

VB1.25%$125

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

Income After Fees on $10,000

1Y

$147most kept, SPSM

SPSM$150 − $3 = $147

VO$135 − $3 = $132

VB$125 − $3 = $122

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: VB, SPSM, VO

Today

18.1%most shared, VB and SPSM

VBSPSMVO

VB—18.1%2.5%

SPSM18.1%—0.0%

VO2.5%0.0%—

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

VOWorst drop−8.2%13.2% vol

SPSMWorst drop−9.6%16.4% vol

VBWorst drop−9.0%16.4% 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

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

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VB, SPSM and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three