ETF Versus

SPSM vs VUG

State Street SPDR Portfolio S&P 600 Small Cap ETF vs Vanguard Growth Index Fund ETF Shares

Last updated: 2026-04-02

SPSM

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
VUG

Vanguard Growth Index Fund ETF Shares (VUG) is an exchange-traded fund that provides exposure to large-cap U.S. growth stocks with above-average earnings potential. Launched in 2004, the fund has a 22-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2004-01-30

Quick Verdict

Both funds have delivered similar 1-year returns (17.2% vs 17.0%), tracking closely.

Key Metrics

Metric SPSM VUG
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Small Cap US Large Cap Growth

Performance Chart

Indexed to 100 at start (5-year comparison)

75 98 121 144 167 190 2021-04 2022-06 2023-09 2024-12 2026-04
SPSM +13.0%
VUG +66.0%

Performance Comparison

Period SPSM VUG Difference
1 Month -3.42% -3.87% +0.45%
3 Months +2.83% -9.18% +12.01%
6 Months +4.15% -8.96% +13.11%
YTD +2.83% -9.18% +12.01%
1 Year +17.20% +17.03% +0.17%
3 Years +28.78% +77.18% -48.40%
5 Years +12.96% +66.01% -53.05%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period SPSM Fees VUG 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 SPSM VUG
Annualized Volatility 21.5% 22.2%
Max Drawdown -28.7% -36.0%
Sharpe Ratio 0.01 0.37

Dividend Comparison

Metric SPSM VUG
Annual Dividend (per share) $0.77 $1.99
Dividend Yield 1.58% 0.45%
Distribution Frequency Quarterly Quarterly

Related Comparisons

IJR vs SPSM IJR vs VUG ITOT vs SPSM ITOT vs VUG IVV vs SPSM IVV vs VUG IWD vs SPSM IWD vs VUG