SPDR Portfolio S&P 600 Small Cap ETF Returns Calculator
Calculate historical returns and project future compounding for SPDR S&P 600 Small Cap (SPSM). Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
Small-Cap Blend (US)
AUM
$16.85 Billion
Expense Ratio
0.03%
Fund Manager
State Street Global Advisors (SSGA)
SPDR S&P 600 Small Cap (SPSM) Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 15.1% CAGR | 5 Years @ 6.3% CAGR | 10 Years @ 9.8% CAGR |
|---|---|---|---|
| $100/mo | $4,572 Invested: $3,600 | $7,075 Invested: $6,000 | $20,429 Invested: $12,000 |
| $250/mo | $11,429 Invested: $9,000 | $17,689 Invested: $15,000 | $51,072 Invested: $30,000 |
| $500/mo | $22,858 Invested: $18,000 | $35,377 Invested: $30,000 | $102,144 Invested: $60,000 |
| $1,000/mo | $45,717 Invested: $36,000 | $70,755 Invested: $60,000 | $204,287 Invested: $120,000 |
| $2,500/mo | $114,292 Invested: $90,000 | $176,887 Invested: $150,000 | $510,718 Invested: $300,000 |
* Projections calculated using actual historical 3-year (15.05%), 5-year (6.34%), and 10-year (9.81%) performance data. Actual mutual fund returns fluctuate with market NAV.
About SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF (SPSM) offers the lowest-cost exposure to 600 profitable small-cap American companies. Tracking the S&P SmallCap 600 Index at an ultra-low 0.03% expense ratio, SPSM filters out unprofitable speculative micro-caps to deliver superior small-cap quality.
Investment Strategy
Passive Indexing â Replicates the S&P SmallCap 600 Index, investing across 600 small-cap US corporations that have demonstrated trailing profitability and financial stability.
Key Facts
- Tracks the S&P SmallCap 600 Index with strict profitability screening
- Ultra-low 0.03% expense ratio ($3 per year per $10,000 invested)
- Over $17.4 Billion in assets under management
- Consistently outperforms the unfiltered Russell 2000 Index
Historical Returns
3-Year CAGR
15.05%
5-Year CAGR
6.34%
10-Year CAGR
9.81%
Benchmark
S&P SmallCap 600 Index
Historical annualized returns as of August 2026. Small-cap stocks carry higher volatility.
Top Holdings & Sector Allocation
As of September 2026, SPDR S&P 600 Small Cap (SPSM)'s portfolio includes:
Top 5 Holdings
- Fabrinet (FN)
- SPS Commerce Inc. (SPSC)
- Applied Industrial Technologies (AIT)
- Mueller Industries (MLI)
- Sprouts Farmers Market (SFM)
Sector Allocation
Financials 18.2%, Industrials 17.8%, Information Technology 14.1%, Consumer Discretionary 13.5%, Healthcare 10.4%, Others 26.0%
Risk & Drawdowns
Standard deviation is ~19.5% reflecting small-cap market volatility.
Experienced -43% drawdown in March 2020 and -22% in 2022.
Tax Treatment
ETF tax efficiency minimizes capital gain distributions. Optimal in tax-advantaged accounts.
Who Should NOT Invest in SPDR S&P 600 Small Cap (SPSM)?
Risk-averse investors or those near retirement seeking capital preservation.
About the Fund Manager
Managed by State Street Global Advisors passive quantitative equity team.
Who Is This Fund Suitable For?
Ideal for long-term investors seeking high-growth small-cap domestic equity exposure with a built-in profitability screen at rock-bottom fees.
More Funds from SPDR & Similar Schemes
Similar Funds to Consider
- iShares Core S&P Small-Cap ETF (IJR)
- Vanguard Small-Cap ETF (VB)
- Schwab U.S. Small-Cap ETF (SCHA)
Or compare side by side using our main SIP calculator â you can test different funds with the same investment amount and dates to see which performed better.
Other Tools for SPDR S&P 600 Small Cap (SPSM) Investors
- FIRE Calculator â Plan your retirement corpus with SPDR S&P 600 Small Cap (SPSM) as part of your portfolio
- Cost of Delay Calculator â See how much delaying your SIP in SPDR S&P 600 Small Cap (SPSM) could cost you
- SIP vs EMI Calculator â Compare investing in SPDR S&P 600 Small Cap (SPSM) vs paying off loans
Frequently Asked Questions About SPDR S&P 600 Small Cap (SPSM)
What is the historical SIP return of SPDR S&P 600 Small Cap (SPSM)?
Based on the latest data, SPDR S&P 600 Small Cap (SPSM) has delivered an annualized return (CAGR) of 15.05% over 3 years, 6.34% over 5 years, and 9.81% over 10 years. Experienced -43% drawdown in March 2020 and -22% in 2022.
How is SPDR S&P 600 Small Cap (SPSM) SIP return calculated?
SIP returns are calculated using the XIRR (Extended Internal Rate of Return) method. Each monthly installment buys units at the fund's Net Asset Value (NAV) on that specific day. When markets are down, your SIP buys more units, and when markets are up, it buys fewer units (rupee cost averaging). Our calculator replays this exact process using historical NAV data to compute the precise current value of your accumulated units.
How much return would $500 monthly SIP in SPDR S&P 600 Small Cap (SPSM) generate over 5 years?
At an estimated annual return rate of 6.34%, a monthly $500 investment ($30,000 total invested) would grow to approximately $35,377 in 5 years, yielding an estimated wealth gain of $5,377. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in SPDR S&P 600 Small Cap (SPSM)?
SPDR S&P 600 Small Cap (SPSM)'s top holdings include Fabrinet (FN), SPS Commerce Inc. (SPSC), Applied Industrial Technologies (AIT), and Mueller Industries (MLI). The fund's sector allocation is Financials 18.2%, Industrials 17.8%, Information Technology 14.1%, Consumer Discretionary 13.5%, Healthcare 10.4%, Others 26.0%.
What is the risk profile of SPDR S&P 600 Small Cap (SPSM)?
Standard deviation is ~19.5% reflecting small-cap market volatility. This fund may not be suitable for risk-averse investors or those near retirement seeking capital preservation..
What are the tax implications of investing in SPDR S&P 600 Small Cap (SPSM)?
ETF tax efficiency minimizes capital gain distributions. Optimal in tax-advantaged accounts.
Data last updated: September 2026 | Fund data sourced from SEC filings and public exchanges
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