SPSM vs IWM

ASPSM

BIWM

Measures won5–1SPSM wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · SPSM $13,217

Lowest cost0.03%SPSM · $3 on $10k

Most income1.54%SPSM · $154 on $10k

Smallest drop−9.6%SPSM · worst fall in 1Y

Held in common48.3%SPSM and IWM

SPSM

IWM

State Street SPDR Portfolio S&P 600 Small Cap ETF · $16.3BiShares Russell 2000 ETF · $75.4B

+17.4%3 years · per year$16,165 · $17,100+19.6%

+5.7%5 years · per year$13,217 · $12,766+5.0%

0.03%Expense ratio$3 · $19 on $10k · lower wins0.19%

1.54%12-mo yield$154 · $100 on $10k1.00%

−9.6%Worst dropSmaller wins−11.1%

16.1%VolatilityLower wins18.7%

5–1SPSM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPSM · IWM

0.5%RHP0.3%

0.5%JXN0.3%

0.5%TGTX0.3%

0.5%PTGX0.3%

Held in common48.3%

End-of-day Nov 6, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ASPSM	State Street SPDR Portfolio S&P 600 Small Cap ETFRead Desk	0.03%	1.54%	+0.1%	+15.5%	+17.6%	+17.4%	+5.7%	−9.6%	$16.3B
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$75.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ASPSM	State Street SPDR Portfolio S&P 600 Small Cap ETFRead Desk	0.03%	1.54%	+0.1%	+15.5%	+17.6%	+17.4%	+5.7%	−9.6%	$16.3B
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$75.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPSM vs IWM

SPSM

SPDR Portfolio S&P 600 Small Cap

$13,217

IWM

iShares Russell 2000

$12,766

MeasureSPSMIWM

Fee0.03%0.19%

Cost on $10k a year$3$19

Yield1.54%1.00%

5 years, per year+5.7%+5.0%

3 years, per year+17.4%+19.6%

Worst drop · 1Y−9.6%−11.1%

Volatility · 1Y16.1%18.7%

5–1measures won
SPSM first

48.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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

Overlap: SPSM, IWM, VUG

Today

48.3%most shared, SPSM and IWM

SPSMIWMVUG

SPSM—48.3%0.0%

IWM48.3%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$151most kept, SPSM

SPSM$154 − $3 = $151

IWM$100 − $19 = $81

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee