SPSM vs VUG

ASPSM

BVUG

Measures won3–2SPSM wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · SPSM $13,969

Lowest cost0.03%SPSM · $3 on $10k

Most income1.48%SPSM · $148 on $10k

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

Held in common0.0%SPSM and VUG

SPSM

VUG

State Street SPDR Portfolio S&P 600 Small Cap ETF · $16.1BVanguard Morningstar Growth ETF · $233B

+19.4%3 years · per year$17,020 · $19,712+25.4%

+6.9%5 years · per year$13,969 · $17,153+11.4%

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

1.48%12-mo yield$148 · $40 on $10k0.40%

−9.6%Worst dropSmaller wins−16.1%

15.8%VolatilityLower wins18.2%

3–2SPSM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPSM · VUG

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

Held in common0.0%

End-of-day Nov 4, 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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	ASPSM	State Street SPDR Portfolio S&P 600 Small Cap ETFRead Desk		0.03%	1.48%	+1.3%	+19.9%	+22.8%	+19.4%	+6.9%	−9.6%	$16.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	ASPSM	State Street SPDR Portfolio S&P 600 Small Cap ETFRead Desk		0.03%	1.48%	+1.3%	+19.9%	+22.8%	+19.4%	+6.9%	−9.6%	$16.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPSM vs VUG

SPSM

SPDR Portfolio S&P 600 Small Cap

$13,969

VUG

Vanguard Morningstar Growth

$17,153

MeasureSPSMVUG

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.48%0.40%

5 years, per year+6.9%+11.4%

3 years, per year+19.4%+25.4%

Worst drop · 1Y−9.6%−16.1%

Volatility · 1Y15.8%18.2%

3–2measures won
SPSM first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SPSM, VUG

Today

0.0%most shared, SPSM and VUG

SPSMVUG

SPSM—0.0%

VUG0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$145most kept, SPSM

SPSM$148 − $3 = $145

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee