SPSM vs VUG

ASPSM

BVUG

Measures won3–2SPSM wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · VUG $16,124

Lowest cost0.03%SPSM · $3 on $10k

Most income1.54%SPSM · $154 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common0.0%SPSM and VUG

SPSM

VUG

State Street SPDR Portfolio S&P 600 Small Cap ETF · $15.7BVanguard Morningstar Growth ETF · $233B

+17.4%3 years · per year$16,165 · $18,415+22.6%

+5.7%5 years · per year$13,217 · $16,124+10.0%

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

1.54%12-mo yield$154 · $42 on $10k0.42%

−9.6%Worst dropSmaller wins−15.1%

16.1%VolatilityLower wins19.0%

3–2SPSM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPSM · VUG

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	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%	$15.7B

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	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%	$15.7B

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 VUG

SPSM

SPDR Portfolio S&P 600 Small Cap

$13,217

VUG

Vanguard Morningstar Growth

$16,124

MeasureSPSMVUG

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.54%0.42%

5 years, per year+5.7%+10.0%

3 years, per year+17.4%+22.6%

Worst drop · 1Y−9.6%−15.1%

Volatility · 1Y16.1%19.0%

3–2measures won
SPSM first

0.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

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$59.7B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: SPSM, VUG, VOO

Today

58.2%most shared, VUG and VOO

SPSMVUGVOO

SPSM—0.0%0.0%

VUG0.0%—58.2%

VOO0.0%58.2%—

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

VOO$110 − $3 = $107

VUG$42 − $3 = $39

KeptFee

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