SPSM vs IJR

ASPSM

BIJR

Measures won6–0SPSM wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · SPSM $13,514

Lowest cost0.03%SPSM · $3 on $10k

Most income1.50%SPSM · $150 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common97.6%SPSM and IJR

SPSM

IJR

State Street SPDR Portfolio S&P 600 Small Cap ETF · $16.1BiShares Core S&P Small-Cap ETF · $106B

+19.1%3 years · per year$16,884 · $16,862+19.0%

+6.2%5 years · per year$13,514 · $13,468+6.1%

0.03%Expense ratio$3 · $6 on $10k · lower wins0.06%

1.50%12-mo yield$150 · $121 on $10k1.21%

−9.6%Worst dropSmaller wins−9.7%

15.7%VolatilityLower wins15.8%

6–0SPSM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPSM · IJR

0.8%GKOS0.8%

0.6%VSAT0.6%

0.6%PAYC0.6%

0.6%MTCH0.5%

Held in common97.6%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	ASPSM	State Street SPDR Portfolio S&P 600 Small Cap ETFRead Desk	0.03%	1.50%	−0.3%	+18.4%	+21.4%	+19.1%	+6.2%	−9.6%	$16.1B
3	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	ASPSM	State Street SPDR Portfolio S&P 600 Small Cap ETFRead Desk	0.03%	1.50%	−0.3%	+18.4%	+21.4%	+19.1%	+6.2%	−9.6%	$16.1B
3	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPSM vs IJR

SPSM

SPDR Portfolio S&P 600 Small Cap

$13,514

IJR

iShares Core S&P Small-Cap

$13,468

MeasureSPSMIJR

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield1.50%1.21%

5 years, per year+6.2%+6.1%

3 years, per year+19.1%+19.0%

Worst drop · 1Y−9.6%−9.7%

Volatility · 1Y15.7%15.8%

6–0measures won
SPSM first

97.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

Overlap: SPSM, IJR, VOO

Today

97.6%most shared, SPSM and IJR

SPSMIJRVOO

SPSM—97.6%0.0%

IJR97.6%—0.0%

VOO0.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$147most kept, SPSM

SPSM$150 − $3 = $147

IJR$121 − $6 = $115

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee