SMCP vs SPY5YSMCPSMCPAvsBSPYSPYSMART Mid Cap ETF · $14MState Street SPDR S&P 500 ETF · $806BReturns · dividends in[…]3 years · per year[…] · $17,889+21.4%[…]5 years · per year[…] · $17,214+11.5%Cost and income0.79%Expense ratio$79 · $9 on $10k · lower wins0.09%0.00%12-mo yield$0 · $101 on $10k1.01%Risk · 1 year
Overlap: SMCP, SPY, VUGToday55.2%most shared, SPY and VUGSMCPSPYVUGSMCP—0.0%0.0%SPY0.0%—55.2%VUG0.0%55.2%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
SMCP vs SPY5YASMCPSMART Mid Cap[…]vsSPYBSPDR S&P 500$17,214MeasureSMCPSPYFee0.79%0.09%Cost on $10k a year$79$9Yield0.00%1.01%5 years, per year[…]+11.5%3 years, per year[…]+21.4%Worst drop · 1Y[…]−8.9%Volatility · 1Y[…]13.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$805.7B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B3ASMCPSMART Mid Cap ETFReadDesk0.79%0.00%+0.3%newnewnewnew[…]$14MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$805.7B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B3ASMCPSMART Mid Cap ETFReadDesk0.79%0.00%+0.3%newnewnewnew[…]$14MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$806B0–0levelEnd-of-day Nov 13, 2026
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.9B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
Overlap: SMCP, SPY, VUGToday55.2%most shared, SPY and VUGSMCPSPYVUGSMCP—0.0%0.0%SPY0.0%—55.2%VUG0.0%55.2%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$92most kept, SPYSPY$101 − $9 = $92VUG$41 − $3 = $38SMCP$0 − $79 = −$79KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee