ETF Versus

ITOT vs SPSM

iShares Core S&P Total U.S. Stock Market ETF vs State Street SPDR Portfolio S&P 600 Small Cap ETF

Last updated: 2026-04-02

iShares Core S&P Total U.S. Stock Market ETF (ITOT) is an exchange-traded fund that provides exposure to the total U.S. stock market across all capitalizations. Launched in 2004, the fund has a 22-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2004-01-23

State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) is an exchange-traded fund that provides exposure to small-cap U.S. equities with higher growth potential and volatility. Launched in 2013, the fund has a 13-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2013-07-09

Quick Verdict

Both funds have delivered similar 1-year returns (16.3% vs 17.2%), tracking closely.

Key Metrics

Metric ITOT SPSM
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Total Market US Small Cap

Performance Chart

Indexed to 100 at start (5-year comparison)

80 97 114 131 148 165 2021-04 2022-06 2023-09 2024-12 2026-04
ITOT +52.8%
SPSM +13.0%

Performance Comparison

Period ITOT SPSM Difference
1 Month -3.61% -3.42% -0.19%
3 Months -3.83% +2.83% -6.66%
6 Months -2.41% +4.15% -6.56%
YTD -3.83% +2.83% -6.66%
1 Year +16.30% +17.20% -0.90%
3 Years +57.97% +28.78% +29.19%
5 Years +52.82% +12.96% +39.86%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period ITOT Fees SPSM Fees You Save
$10,000 10 years $0 $0 $0
$10,000 20 years $0 $0 $0
$10,000 30 years $0 $0 $0
$50,000 10 years $0 $0 $0
$50,000 30 years $0 $0 $0
$100,000 30 years $0 $0 $0

Risk Metrics

Based on 5 years of daily returns

Metric ITOT SPSM
Annualized Volatility 17.4% 21.5%
Max Drawdown -26.2% -28.7%
Sharpe Ratio 0.32 0.01

Dividend Comparison

Metric ITOT SPSM
Annual Dividend (per share) $1.61 $0.77
Dividend Yield 1.13% 1.58%
Distribution Frequency Quarterly Quarterly

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