SPSM vs VBR — stock comparison tool

SPSM currently yields 1.54% TTM versus VBR at 1.85%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

SPSMVBR
Performance Comparison
Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.
SPSM
VBR

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

SPSM Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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VBR Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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Best Total Return

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No data

Highest Dividend Income

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Best Avg Annual Return

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DRIP Simulation Summary
$10,000 initial investment with DRIP (live)
TickerPeriodStart $End $DividendsStart PriceEnd PriceSharesReturn %
Current Data Comparison
Live fundamental metrics and analyst data
Metric
SPSM$53.53
—

State Street SPDR Portfolio S&P 600 Small Cap ETF

VBR$238.81
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Vanguard Morningstar Small-Cap Value ETF

Dividend Information

Dividend Yield
1.54%
1.85%
Annual Dividend
$0.82
$4.42
Dividend Growth (5yr)
-
-
Years of Growth
0
5
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

SPSM

607 holdings
Financial Services18.42%
Industrials17.73%
Consumer Cyclical13.41%
Technology12.64%
Healthcare10.89%
Energy6.55%
Real Estate6.40%
Basic Materials4.30%
Consumer Defensive4.03%
Communication Services3.66%
Utilities1.97%
Cash & Others0.01%

Top 10 holdings

NameWeight
MTCHMATCH GROUP INC0.60%
CORTCORCEPT THERAPEUTICS INC0.59%
GKOSGLAUKOS CORP0.58%
PAYCPAYCOM SOFTWARE INC0.57%
EATBRINKER INTERNATIONAL INC0.55%
SMSM ENERGY CO0.54%
PTGXPROTAGONIST THERAPEUTICS INC0.51%
RHPRYMAN HOSPITALITY PROPERTIES0.51%
VSATVIASAT INC0.49%
ESIELEMENT SOLUTIONS INC0.48%
Top 105.42%

VBR

841 holdings
Financial Services17.57%
Industrials15.50%
Consumer Cyclical13.86%
Technology10.72%
Real Estate10.52%
Healthcare9.30%
Basic Materials5.38%
Energy5.12%
Utilities4.98%
Consumer Defensive4.49%
Communication Services2.56%
Cash & Others0.01%

Top 10 holdings

NameWeight
MRNAModerna Inc0.79%
JBLJabil Inc0.68%
WSMWilliams-Sonoma Inc0.61%
ATOAtmos Energy Corp0.60%
FFIVF5 Inc0.57%
SWSmurfit Westrock PLC0.53%
TPRTapestry Inc0.52%
THCTenet Healthcare Corp0.47%
VTRSViatris Inc0.46%
OMCOmnicom Group Inc0.46%
Top 105.69%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

1000100
SPSMSharedVBR

Overlap by weight

0%

Share of portfolio weight that appears in both funds.

# overlapping holdings

0

SPSM: 0% also in VBRVBR: 0% also in SPSM

SPSM: showing top 100 holdings by weight (of 607) · VBR: showing top 100 holdings by weight (of 841). Overlap counts use this top slice, not the full fund book.

Sector drift (SPSM vs VBR)

Left = heavier in SPSM. Right = heavier in VBR.

SPSM overweight (left)VBR overweight (right)
0 shown

Overlapping tickers

No matching tickers.

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SPSM vs VBR Dividend Comparison | DRIP Tool | Dividend Wealth