ETF comparison
SPSM vs VBR
Both US Small Cap.
State Street SPDR Portfolio S&P 600 Small Cap ETF · Vanguard Morningstar Small-Cap Value ETF
Holdings overlap
337 positions appear in both funds. Buying equal dollars of SPSM and VBR would leave roughly 20.9% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SPSM is 2 bps cheaper than VBR. On a $100,000 position that's about $20/yr more in fees for VBR.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with SPSM vs VBR.
Top shared holdings
337 shared in total| # | Holding | In SPSM | In VBR | Overlap |
|---|---|---|---|---|
| 1 | Molina Healthcare Inc | 0.65% | 0.26% | 0.26% |
| 2 | Viasat Inc | 0.66% | 0.25% | 0.25% |
| 3 | Element Solutions Inc | 0.59% | 0.24% | 0.24% |
| 4 | Ralliant Corp | 0.45% | 0.18% | 0.18% |
| 5 | Plexus Corp | 0.44% | 0.17% | 0.17% |
| 6 | Zurn Elkay Water Solutions Corp | 0.41% | 0.17% | 0.17% |
| 7 | Enpro Inc | 0.43% | 0.17% | 0.17% |
| 8 | Eastman Chemical Co | 0.42% | 0.16% | 0.16% |
| 9 | Pool Corp | 0.37% | 0.16% | 0.16% |
| 10 | Qorvo Inc | 0.41% | 0.16% | 0.16% |
| 11 | Jackson Financial Inc | 0.39% | 0.15% | 0.15% |
| 12 | Arcosa Inc | 0.39% | 0.15% | 0.15% |
Only in SPSM
267 total- FormFactor Inc 0.68%
- Argan Inc 0.60%
- BrightSpring Health Services Inc 0.60%
- MaxLinear Inc 0.58%
- Krystal Biotech Inc 0.53%
- ESCO Technologies Inc 0.49%
- Match Group Inc 0.48%
- Alkermes PLC 0.47%
- Everus Construction Group Inc 0.46%
- StoneX Group Inc 0.45%
Only in VBR
503 total- Jabil Inc 0.87%
- NRG Energy Inc 0.66%
- Tapestry Inc 0.63%
- Atmos Energy Corp 0.62%
- Williams-Sonoma Inc 0.59%
- Moderna Inc 0.54%
- Smurfit Westrock PLC 0.52%
- F5 Inc 0.50%
- US Foods Holding Corp 0.48%
- JB Hunt Transport Services Inc 0.47%
Related comparisons
More comparisons with SPSM
- SPSM vs VB · Vanguard Morningstar Small-Cap ETF 19.0%
- SPSM vs VBK · Vanguard Morningstar Small-Cap Growth ETF 16.5%
- SPSM vs CALF · Pacer US Small Cap Cash Cows 100 ETF 10.3%
- SPSM vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 2.6%
- SPSM vs VTI · Vanguard Morningstar Total Stock Market ETF 2.5%
- SPSM vs SCHB · Schwab U.S. Broad Market ETF 2.4%
More comparisons with VBR
- VBR vs IJR · iShares Core S&P Small-Cap ETF 20.8%
- VBR vs VIOO · Vanguard S&P Small-Cap 600 Index Fund ETF Shares 20.2%
- VBR vs IWN · iShares Russell 2000 Value ETF 19.2%
- VBR vs IJS · iShares S&P Small-Cap 600 Value ETF 17.5%
- VBR vs VIOV · Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 16.7%
- VBR vs AVUV · Avantis US Small Cap Value ETF 15.0%
Percentages are holdings overlap with the named fund.
Open SPSM or VBR at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.