Compare · 4 funds side by side · dividends reinvested

VB, SPSM, VTV and IWF

VBVanguard×SPSMSPDR×VTVVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,865VTV · best of the four

02 / 04

VB, SPSM, VTV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.0

State Street SPDR Portfolio S&P 600 Small Cap ETFUS Stock Styles · Small cap0.03%1.49%+18.8%+22.7%+17.5%+5.8%−9.6%16.3%$15.7B2.5

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.24%+15.3%+19.2%+18.8%+6.2%−9.0%16.4%$76.9B2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: VB 2004 · SPSM 2013 · VTV 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap ETF · $76.9B$13,532

SPSM

State Street SPDR Portfolio S&P 600 Small Cap ETF · $15.7B$13,283

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

VBMeasureSPSM

+15.3%Year to dateJan 1 → Nov 9+18.8%

+19.2%1 yearTotal return+22.7%

+18.8%3 years · per year$10,000 became $16,782 · $16,218+17.5%

+6.2%5 years · per year$10,000 became $13,532 · $13,283+5.8%

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

1.24%Trailing 12-mo yield$124 · $149 a year on $10k1.49%

−9.0%Worst dropSmaller is better−9.6%

16.4%VolatilityLower is calmer16.3%

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

3–4SPSM wins

End-of-day Nov 9, 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 52.6%

VBStockSPSM

0.7%NTRAnot top 5

0.6%TWLOnot top 5

not top 5PAYC0.5%

0.5%RVMDnot top 5

not top 5RHP0.5%

not top 5MTCH0.5%

not top 5LTH0.5%

0.5%ILMNnot top 5

0.5%Pnot top 5

not top 5VSAT0.5%

Held in common18.1%

End-of-day Nov 9, 2026 · share of each fund

VB vs SPSM Returns, Every Period

VanguardVB

+6.2%

5 years, per year

SPSMSPDR

+5.8%

5 years, per year

VBSPSMFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

VB vs VTV

YTD

VanguardVB

+15.3%

VTVVanguard

+20.9%

+15.3%Year to date+20.9%

−9.0%Worst drop · 1Y−6.4%

16.4%Volatility · 1Y10.8%

1.2%Yield1.8%

$76.9BAssets$184B

4–0VTV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VB, SPSM, VTV, IWF

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

SPSM0.03%$3

VTV0.03%$3

IWF0.18%$18

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: VB, SPSM, VTV, IWF

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

SPSM1.49%$149

VB1.24%$124

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

SPSM$149 − $3 = $146

VB$124 − $3 = $121

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VB, SPSM, VTV, IWF

Today

18.1%most shared, VB and SPSM

VBSPSMVTVIWF

VB—18.1%0.7%3.9%

SPSM18.1%—0.0%0.1%

VTV0.7%0.0%—11.8%

IWF3.9%0.1%11.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

SPSMWorst drop−9.6%16.3% vol

VBWorst drop−9.0%16.4% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VTVSPSM

+20.9%Year to date+18.8%

1.8%Yield1.5%

+25.4%Past year+22.7%

0.03%Fee0.03%

3–0VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 9, 2026