VBK vs SPYM

AVBK

BSPYM

Measures won0–6SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · VBK $11,659

Lowest cost0.02%SPYM · $2 on $10k

Most income1.03%SPYM · $103 on $10k

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

Held in common0.9%VBK and SPYM

VBK

SPYM

Vanguard Morningstar Small-Cap Growth ETF · $22.8BState Street SPDR Portfolio S&P 500 ETF · $185B

+19.9%3 years · per year$17,233 · $19,092+24.1%

+3.1%5 years · per year$11,659 · $17,749+12.2%

0.05%Expense ratio$5 · $2 on $10k · lower wins0.02%

0.42%12-mo yield$42 · $103 on $10k1.03%

−11.4%Worst dropSmaller wins−8.9%

20.5%VolatilityLower wins12.7%

0–6SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsVBK · SPYM

1.2%P0.1%

1.2%ILMN0.1%

1.3%TWLO0.1%

0.6%FLEX0.1%

Held in common0.9%

End-of-day Nov 3, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk		0.05%	0.42%	+1.1%	+10.4%	+10.0%	+19.9%	+3.1%	−11.4%	$22.8B

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

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk		0.05%	0.42%	+1.1%	+10.4%	+10.0%	+19.9%	+3.1%	−11.4%	$22.8B

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

Cards for this view

VBK vs SPYM

VBK

Vanguard Morningstar Small-Cap Growth

$11,659

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureVBKSPYM

Fee0.05%0.02%

Cost on $10k a year$5$2

Yield0.42%1.03%

5 years, per year+3.1%+12.2%

3 years, per year+19.9%+24.1%

Worst drop · 1Y−11.4%−8.9%

Volatility · 1Y20.5%12.7%

6–0measures won
SPYM first

0.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: VBK, SPYM

Today

0.9%most shared, VBK and SPYM

VBKSPYM

VBK—0.9%

SPYM0.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

VBK$42 − $5 = $37

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee