SPSM vs ISCB
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO S&P 600(TM) SMALL CAP ETF (SPSM, ETF) and ISHARES MORNINGSTAR SMALL-CAP ETF (ISCB, ETF).
5-Year PerformanceSPSM has outperformed ISCB, delivering a return of +5.6% compared to +5.4%
SPSM vs ISCB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPSM
$15B
ISCB
$269M
Expense Ratio
Winner
SPSM
0.03%
ISCB
0.04%
Max Drawdown
Winner
SPSM
44.40%
ISCB
61.85%
Sharpe Ratio
Winner
SPSM
1.43
ISCB
1.35
5Y Beta
Winner
SPSM
1.02
ISCB
1.05
P/E Ratio
Winner
SPSM
40.08
ISCB
41.73
Forward P/E
Winner
SPSM
15.50
ISCB
15.88
5Y Dividends CAGR
SPSM
9.59%
Winner
ISCB
11.55%
5Y EPS CAGR
Winner
SPSM
11.30%
ISCB
8.90%
Debt to Equity
SPSM
61.43%
Winner
ISCB
29.00%
P/S Ratio
Winner
SPSM
1.18
ISCB
1.56
P/B Ratio
Winner
SPSM
2.10
ISCB
2.41
SPSM vs ISCB - Holdings Comparison
SPSM and ISCB have 501 common holdings. Overlap is 25.33%
SPSM's top 25 holdings weight is 13.30%. ISCB's top 25 holdings weight is 8.47%.
| Rank | SPSM | ISCB |
|---|---|---|
| #1 | SEMTECH CORP (SMTC) - 0.89% | LUMENTUM HOLDINGS INC (LITE) - 1.10% |
| #2 | SANMINA CORP (SANM) - 0.83% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.46% |
| #3 | VIAVI SOLUTIONS INC (VIAV) - 0.73% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.40% |
| #4 | VIASAT INC (VSAT) - 0.64% | STERLING INFRASTRUCTURE INC (STRL) - 0.36% |
| #5 | FORMFACTOR INC (FORM) - 0.62% | ATI INC (ATI) - 0.35% |
| #6 | ELEMENT SOLUTIONS INC (ESI) - 0.57% | AKAMAI TECHNOLOGIES INC (AKAM) - 0.33% |
| #7 | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.56% | ALBEMARLE CORP (ALB) - 0.33% |
| #8 | ARGAN INC (AGX) - 0.54% | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.32% |
| #9 | MOLINA HEALTHCARE INC (MOH) - 0.53% | NEXTPOWER INC CLASS A (NXT) - 0.31% |
| #10 | QORVO INC (QRVO) - 0.53% | CF INDUSTRIES HOLDINGS INC (CF) - 0.31% |
| #11 | ENPHASE ENERGY INC (ENPH) - 0.51% | VIATRIS INC (VTRS) - 0.31% |
| #12 | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.49% | TD SYNNEX CORP (SNX) - 0.30% |
| #13 | EASTMAN CHEMICAL CO (EMN) - 0.49% | ALCOA CORP (AA) - 0.30% |
| #14 | POWELL INDUSTRIES INC (POWL) - 0.48% | TTM TECHNOLOGIES INC (TTMI) - 0.29% |
| #15 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.47% | COEUR MINING INC (CDE) - 0.29% |
| #16 | STONEX GROUP INC (SNEX) - 0.46% | RBC BEARINGS INC (RBC) - 0.28% |
| #17 | MAXLINEAR INC (MXL) - 0.46% | EAST WEST BANCORP INC (EWBC) - 0.28% |
| #18 | KRYSTAL BIOTECH INC (KRYS) - 0.46% | WESCO INTERNATIONAL INC (WCC) - 0.28% |
| #19 | ESCO TECHNOLOGIES INC (ESE) - 0.46% | ITT INC (ITT) - 0.27% |
| #20 | EVERUS CONSTRUCTION GROUP INC (ECG) - 0.45% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.27% |
| #21 | JACKSON FINANCIAL INC (JXN) - 0.44% | OVINTIV INC (OVV) - 0.27% |
| #22 | PLEXUS CORP (PLXS) - 0.43% | MKS INC (MKSI) - 0.27% |
| #23 | SM ENERGY CO (SM) - 0.42% | ECHOSTAR CORP CLASS A (SATS) - 0.27% |
| #24 | MYR GROUP INC (MYRG) - 0.42% | API GROUP CORP (APG) - 0.26% |
| #25 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.42% | MODERNA INC (MRNA) - 0.26% |
| Total Holdings | 605 | 1395 |
SPSM vs ISCB - Historical Returns
Returns include dividend reinvestment.
1M
SPSM
-0.32%
Winner
ISCB
+0.14%
3M
Winner
SPSM
+8.07%
ISCB
+5.72%
6M
Winner
SPSM
+13.89%
ISCB
+9.28%
1Y
Winner
SPSM
+31.19%
ISCB
+28.24%
5Y(CAGR)
Winner
SPSM
+5.60%
ISCB
+5.44%
10Y(CAGR)
Winner
SPSM
+10.56%
ISCB
+9.08%
Max(CAGR)
Winner
SPSM
+9.71%
ISCB
+8.73%
SPSM vs ISCB - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | SPSM | ISCB |
|---|---|---|
| 2026 | +13.65% | +8.93% |
| 2025 | +6.16% | +12.40% |
| 2024 | +9.09% | +11.73% |
| 2023 | +16.28% | +20.10% |
| 2022 | -17.04% | -19.85% |
| 2021 | +28.01% | +19.27% |
| 2020 | +11.63% | +6.32% |
| 2019 | +25.19% | +29.09% |
| 2018 | -12.00% | -14.33% |
| 2017 | +14.85% | +12.73% |
| 2016 | +24.71% | +25.73% |
| 2015 | -2.60% | -5.44% |
| 2014 | +6.28% | +10.25% |
| 2013 | +15.61% | +33.18% |
| 2012 | N/A | +14.34% |
| 2011 | N/A | -6.32% |
| 2010 | N/A | +24.84% |
| 2009 | N/A | +36.83% |
| 2008 | N/A | -35.09% |
| 2007 | N/A | -5.29% |
| 2006 | N/A | +18.90% |
| 2005 | N/A | +7.92% |
| 2004 | N/A | +14.58% |
SPSM vs ISCB Drawdown Comparison
The maximum drawdown for SPSM was -42.88%, occurring on Mar 23, 2020. Recovery took 212 trading sessions.
The maximum drawdown for ISCB was -61.25%, occurring on Mar 9, 2009. Recovery took 885 trading sessions.
The current SPSM drawdown is -1.78%. The current ISCB drawdown is -2.16%.
| Rank | SPSM | ISCB |
|---|---|---|
| #1 | -42.88% Jan 16, 2020 - Nov 17, 2020 | -61.25% Jul 13, 2007 - Jan 18, 2011 |
| #2 | -27.95% Nov 25, 2024 - Dec 11, 2025 | -44.18% Jan 16, 2020 - Nov 24, 2020 |
| #3 | -26.41% Aug 31, 2018 - Jan 16, 2020 | -30.49% Apr 29, 2011 - Jan 2, 2013 |
| #4 | -26.41% Nov 8, 2021 - Jul 16, 2024 | -29.93% Nov 8, 2021 - Oct 14, 2024 |
| #5 | -25.40% Jun 23, 2015 - Nov 11, 2016 | -26.22% Nov 25, 2024 - Sep 11, 2025 |
| #6 | -12.78% Jul 1, 2014 - Dec 23, 2014 | -24.32% Aug 31, 2018 - Nov 4, 2019 |
| #7 | -10.08% Mar 4, 2014 - Jul 1, 2014 | -22.30% Jun 23, 2015 - Aug 15, 2016 |
| #8 | -9.88% Jun 8, 2021 - Nov 1, 2021 | -13.69% May 5, 2006 - Oct 26, 2006 |
| #9 | -9.27% Mar 12, 2021 - Jun 1, 2021 | -11.95% Jul 1, 2014 - Dec 23, 2014 |
| #10 | -9.12% Jan 23, 2018 - May 16, 2018 | -10.82% Mar 4, 2005 - Jun 17, 2005 |
| #11 | -9.08% Jul 31, 2024 - Oct 16, 2024 | -9.58% Jun 8, 2021 - Nov 1, 2021 |
| #12 | -8.72% Feb 10, 2026 - Apr 14, 2026 | -9.40% Feb 10, 2026 - Apr 17, 2026 |
| #13 | -7.21% Jan 22, 2014 - Feb 26, 2014 | -9.00% Jul 2, 2004 - Sep 13, 2004 |
| #14 | -6.49% Jul 25, 2017 - Sep 25, 2017 | -8.80% Aug 2, 2005 - Nov 22, 2005 |
| #15 | -5.12% Apr 15, 2015 - Jun 18, 2015 | -8.74% Jan 23, 2018 - Jun 5, 2018 |
Correlation
Correlation between SPSM and ISCB is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2004 - 2026)
SPSM vs ISCB dividend yield comparison.
| Year | SPSM | ISCB |
|---|---|---|
| 2026 | 0.31% | 0.25% |
| 2025 | 1.62% | 1.38% |
| 2024 | 1.85% | 1.31% |
| 2023 | 1.61% | 1.49% |
| 2022 | 1.38% | 1.63% |
| 2021 | 1.40% | 1.26% |
| 2020 | 1.34% | 1.26% |
| 2019 | 1.58% | 1.25% |
| 2018 | 1.82% | 1.60% |
| 2017 | 1.51% | 1.24% |
| 2016 | 1.49% | 1.58% |
| 2015 | 2.37% | 1.40% |
| 2014 | 1.70% | 1.18% |
| 2013 | 0.68% | 0.87% |
| 2012 | 0.00% | 1.86% |
| 2011 | 0.00% | 1.01% |
| 2010 | 0.00% | 1.04% |
| 2009 | 0.00% | 0.89% |
| 2008 | 0.00% | 1.02% |
| 2007 | 0.00% | 1.01% |
| 2006 | 0.00% | 0.73% |
| 2005 | 0.00% | 0.79% |
| 2004 | 0.00% | 0.45% |
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