Compare · 3 funds side by side · dividends reinvested

VB, SPSM and VO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,590VO · best of the three

02 / 04

VB, SPSM and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.6

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%$76.9B2.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: VB 2004 · SPSM 2013 · VO 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, VO

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

SPSM0.03%$3

VO0.03%$3

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

Yields: VB, SPSM, VO

1.54%highest, SPSM

FundTrailing yieldYield$10k

SPSM1.54%$154

VO1.39%$139

VB1.28%$128

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

Income After Fees on $10,000

$151most kept, SPSM

SPSM$154 − $3 = $151

VO$139 − $3 = $136

VB$128 − $3 = $125

KeptFee

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

Return vs Bumpiness: 3 ETFs

+17.6%SPSM, at 16.1% volatility

VOWorst drop−8.2%12.9% vol

SPSMWorst drop−9.6%16.1% vol

VBWorst drop−9.0%16.2% 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 Three

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026