SMMD vs SPY5YSMMDSMMDAvsBSPYSPYiShares Russell 2500 ETF · $4.3BState Street SPDR S&P 500 ETF · $793BReturns · dividends in+19.3%3 years · per year$16,989 · $17,968+21.6%+6.1%5 years · per year$13,453 · $17,337+11.6%Cost and income0.23%Expense ratio$23 · $9 on $10k · lower wins0.09%1.15%
Overlap: SMMD, SPY, VUGToday55.2%most shared, SPY and VUGSMMDSPYVUGSMMD—1.2%0.0%SPY1.2%—55.2%VUG0.0%55.2%—End-of-day Nov 12, 2026 · share held in common · outlined: 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%1.00%−0.4%+11.9%+12.0%+21.6%+11.6%−8.9%$793.2B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.2%+4.9%+3.5%+22.1%+10.3%−15.1%$232.9B3ASMMDiShares Russell 2500 ETFReadDesk0.23%1.15%−1.3%+16.8%+18.5%+19.3%+6.1%−9.7%$4.3BEnd-of-day Nov 12, 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%1.00%−0.4%+11.9%+12.0%+21.6%+11.6%−8.9%$793.2B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.2%+4.9%+3.5%+22.1%+10.3%−15.1%$232.9B3ASMMDiShares Russell 2500 ETFReadDesk0.23%1.15%−1.3%+16.8%+18.5%+19.3%+6.1%−9.7%$4.3BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 12, 2026
VUG vs SCHGYTDVanguardVUGVA+4.9%vsBSSCHGSchwab+5.6%Jan 1Nov 12+4.9%+5.6%+4.9%Year to date+5.6%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
Overlap: SMMD, SPY, VUGToday55.2%most shared, SPY and VUGSMMDSPYVUGSMMD—1.2%0.0%SPY1.2%—55.2%VUG0.0%55.2%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$92most kept, SMMDSMMD$115 − $23 = $92SPY$100 − $9 = $91VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee