VB vs SPSM

AVB

BSPSM

Measures won3–2VB wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · VO $13,590

Lowest cost0.03%VB · $3 on $10k

Most income1.54%SPSM · $154 on $10k

Smallest drop−8.2%VO · 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$16,654 · $16,165+17.4%

+6.0%5 years · per year$13,413 · $13,217+5.7%

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

1.28%12-mo yield$128 · $154 on $10k1.54%

−9.0%Worst dropSmaller wins−9.6%

16.2%VolatilityLower wins16.1%

3–2VB 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 6, 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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
3	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B
4	BSPSM	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

All Four

5Y4 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
3	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B
4	BSPSM	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

VB vs SPSM

Vanguard Morningstar Small-Cap

$13,414

SPSM

SPDR Portfolio S&P 600 Small Cap

$13,217

MeasureVBSPSM

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.28%1.54%

5 years, per year+6.0%+5.7%

3 years, per year+18.5%+17.4%

Worst drop · 1Y−9.0%−9.6%

Volatility · 1Y16.2%16.1%

3–2measures won
VB first

18.1%

holdings shared

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

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

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

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

Overlap: VB, SPSM, VO, IWF

Today

18.1%most shared, VB and SPSM

VBSPSMVOIWF

VB—18.1%2.5%3.9%

SPSM18.1%—0.0%0.1%

VO2.5%0.0%—9.2%

IWF3.9%0.1%9.2%—

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

VO$139 − $3 = $136

VB$128 − $3 = $125

IWF$39 − $18 = $21

KeptFee

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