VB vs SPSM

AVB

BSPSM

Measures won3–1VB wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · IWF $15,330

Lowest cost0.03%VB · $3 on $10k

Most income1.54%SPSM · $154 on $10k

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

Held in common18.1%VB and SPSM

SPSM

Vanguard Morningstar Small-Cap ETF · $76.9BState Street SPDR Portfolio S&P 600 Small Cap ETF · $16.3B

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

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

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

1.28%12-mo yield$129 · $154 on $10k1.54%

−9.0%Worst dropSmaller wins−9.6%

16.2%VolatilityLower wins16.2%

3–1VB wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVB · SPSM

0.1%VSAT0.5%

0.1%MTCH0.5%

0.1%PTGX0.5%

0.1%JXN0.5%

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

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B
4	BSPSM	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%	$16.3B

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

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B
4	BSPSM	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%	$16.3B

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

VB vs SPSM

Vanguard Morningstar Small-Cap

$13,310

SPSM

SPDR Portfolio S&P 600 Small Cap

$13,187

MeasureVBSPSM

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.28%1.54%

5 years, per year+5.9%+5.7%

3 years, per year+18.5%+17.5%

Worst drop · 1Y−9.0%−9.6%

Volatility · 1Y16.2%16.2%

3–1measures won
VB first

18.1%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$75.4BAssets$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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: VB, SPSM, IWF, VUG

Today

78.0%most shared, IWF and VUG

VBSPSMIWFVUG

VB—18.1%3.9%0.4%

SPSM18.1%—0.1%0.0%

IWF3.9%0.1%—78.0%

VUG0.4%0.0%78.0%—

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

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

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