Compare · 2 funds side by side · dividends reinvested

IVV and SMMV

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,545IVV · best of the two

02 / 04

IVV and SMMV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.56%+10.3%+14.4%+14.6%+5.8%−7.0%9.8%$277M1.4

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: IVV 2000 · SMMV 2016

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,545

IVV

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF · $277M$13,257

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

IVVMeasureSMMV

+8.7%Year to dateJan 1 → Nov 9+10.3%

+9.8%1 yearTotal return+14.4%

+21.8%3 years · per year$10,000 became $18,084 · $15,054+14.6%

+11.4%5 years · per year$10,000 became $17,177 · $13,257+5.8%

0.03%Expense ratio$3 · $20 a year on $10k · lower is better0.20%

1.11%Trailing 12-mo yield$111 · $156 a year on $10k1.56%

−8.9%Worst dropSmaller is better−7.0%

13.6%VolatilityLower is calmer9.8%

IVVSMMV Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5SMMV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs SMMV: Top 5 Holdings

Today

IVV

27.8%in top 5

SMMV

in top 56.9%

IVVStockSMMV

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5PNW1.5%

not top 5RNR1.5%

not top 5OHI1.4%

not top 5THG1.3%

not top 5ADC1.3%

Held in common0.3%

End-of-day Nov 9, 2026 · share of each fund

IVV vs SMMV Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

SMMViShares

+5.8%

5 years, per year

IVVSMMVFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Core vs Stocks: IVV vs SMMV

YTD

iSharesIVV

+8.7%

SMMViShares

+10.3%

+8.7%Year to date+10.3%

−8.9%Worst drop · 1Y−7.0%

13.6%Volatility · 1Y9.8%

1.1%Yield1.6%

$853BAssets$277M

4–0SMMV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, SMMV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SMMV0.20%$20

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IVV, SMMV

1.56%highest, SMMV

FundTrailing yieldYield$10k

SMMV1.56%$156

IVV1.11%$111

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, SMMV

SMMV$156 − $20 = $136

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IVV, SMMV

Today

0.3%most shared, IVV and SMMV

IVVSMMV

IVV—0.3%

SMMV0.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.4%SMMV, at 9.8% volatility

SMMVWorst drop−7.0%9.8% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SMMVIVV

+10.3%Year to date+8.7%

1.6%Yield1.1%

+14.4%Past year+9.8%

0.20%Fee0.03%

3–1SMMV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+8.7%

+11.3%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

1–0VOO wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026