SPSM vs VIG

ASPSM

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · SPSM $13,187

Lowest cost0.03%SPSM · $3 on $10k

Most income1.54%SPSM · $154 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.7%SPSM and VIG

SPSM

VIG

State Street SPDR Portfolio S&P 600 Small Cap ETF · $16.1BVanguard Dividend Appreciation ETF · $109B

+17.5%3 years · per year$16,234 · $16,814+18.9%

+5.7%5 years · per year$13,187 · $16,331+10.3%

0.03%Expense ratio$3 · $4 on $10k · lower wins0.04%

1.54%12-mo yield$154 · $149 on $10k1.49%

−9.6%Worst dropSmaller wins−7.9%

16.2%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPSM · VIG

0.4%MATX0.0%

0.3%NPO0.0%

0.4%POOL0.0%

0.3%MKTX0.0%

Held in common0.7%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
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 VIG

SPSM

SPDR Portfolio S&P 600 Small Cap

$13,187

VIG

Vanguard Dividend Appreciation

$16,331

MeasureSPSMVIG

Fee0.03%0.04%

Cost on $10k a year$3$4

Yield1.54%1.49%

5 years, per year+5.7%+10.3%

3 years, per year+17.5%+18.9%

Worst drop · 1Y−9.6%−7.9%

Volatility · 1Y16.2%10.8%

4–1measures won
VIG first

0.7%

holdings shared

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

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO 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, VIG

Today

0.7%most shared, SPSM and VIG

SPSMVIG

SPSM—0.7%

VIG0.7%—

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

VIG$149 − $4 = $145

KeptFee

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