SPSM vs VB

ASPSM

BVB

Measures won1–3VB wins · of 6 · 5Y

$10,000 · 5Y$13,310VB · SPSM $13,187

Lowest cost0.03%SPSM · $3 on $10k

Most income1.54%SPSM · $154 on $10k

Smallest drop−9.0%VB · worst fall in 1Y

Held in common18.1%SPSM and VB

SPSM

State Street SPDR Portfolio S&P 600 Small Cap ETF · $16.1BVanguard Morningstar Small-Cap ETF · $76.9B

+17.5%3 years · per year$16,234 · $16,641+18.5%

+5.7%5 years · per year$13,187 · $13,310+5.9%

0.03%Expense ratio$3 · $3 on $10k · lower wins0.03%

1.54%12-mo yield$154 · $129 on $10k1.28%

−9.6%Worst dropSmaller wins−9.0%

16.2%VolatilityLower wins16.2%

1–3VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPSM · VB

0.5%MTCH0.1%

0.5%VSAT0.1%

0.5%PTGX0.1%

0.5%JXN0.1%

Held in common18.1%

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

Both

5Y2 funds

#			Trend
1	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B
2	ASPSM	State Street SPDR Portfolio S&P 600 Small Cap ETFRead Desk		0.03%	1.54%	−3.8%	+15.4%	+19.5%	+17.5%	+5.7%	−9.6%	$16.1B

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

Both

5Y2 funds

#			Trend
1	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B
2	ASPSM	State Street SPDR Portfolio S&P 600 Small Cap ETFRead Desk		0.03%	1.54%	−3.8%	+15.4%	+19.5%	+17.5%	+5.7%	−9.6%	$16.1B

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

Cards for this view

SPSM vs VB

SPSM

SPDR Portfolio S&P 600 Small Cap

$13,187

Vanguard Morningstar Small-Cap

$13,310

MeasureSPSMVB

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.54%1.28%

5 years, per year+5.7%+5.9%

3 years, per year+17.5%+18.5%

Worst drop · 1Y−9.6%−9.0%

Volatility · 1Y16.2%16.2%

3–1measures won
VB first

18.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SPSM, VB

Today

18.1%most shared, SPSM and VB

SPSMVB

SPSM—18.1%

VB18.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$151most kept, SPSM

SPSM$154 − $3 = $151

VB$129 − $3 = $126

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee