SPSM vs VO

ASPSM

BVO

Measures won1–4VO wins · of 6 · 5Y

$10,000 · 5Y$13,590VO · SPSM $13,217

Lowest cost0.03%SPSM · $3 on $10k

Most income1.54%SPSM · $154 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.0%SPSM and VO

SPSM

State Street SPDR Portfolio S&P 600 Small Cap ETF · $16.3BVanguard Morningstar Mid-Cap ETF · $103B

+17.4%3 years · per year$16,165 · $16,701+18.6%

+5.7%5 years · per year$13,217 · $13,590+6.3%

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

1.54%12-mo yield$154 · $139 on $10k1.39%

−9.6%Worst dropSmaller wins−8.2%

16.1%VolatilityLower wins12.9%

1–4VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPSM · VO

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
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

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

Both

5Y2 funds

#			Trend
1	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
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

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 VO

SPSM

SPDR Portfolio S&P 600 Small Cap

$13,217

Vanguard Morningstar Mid-Cap

$13,590

MeasureSPSMVO

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.54%1.39%

5 years, per year+5.7%+6.3%

3 years, per year+17.4%+18.6%

Worst drop · 1Y−9.6%−8.2%

Volatility · 1Y16.1%12.9%

4–1measures won
VO first

0.0%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SPSM, VO

Today

0.0%most shared, SPSM and VO

SPSMVO

SPSM—0.0%

VO0.0%—

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

VO$139 − $3 = $136

KeptFee

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