Compare · 2 funds side by side · dividends reinvested

SMCO and IWR

SMCOHilton×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,596IWR · best of the two

02 / 04

SMCO and IWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.14%+16.9%+18.2%+21.2%+7.9%−8.2%13.4%$58.8B1.0

Hilton Small-MidCap Opportunity ETFUS Stock Styles · Mid cap0.55%0.94%+7.2%+7.8%[…][…]−11.5%15.3%$147M2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: SMCO 2023 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

Hilton Small-MidCap Opportunity ETF · $147M[…]

SMCO

IWR

iShares Russell Mid-Cap ETF · $58.8B$14,596

$10,000 five years ago, dividends reinvested · they hold 4.7% in common

SMCOMeasureIWR

+7.2%Year to dateJan 1 → Nov 4+16.9%

+7.8%1 yearTotal return+18.2%

[…]3 years · per year$10,000 became […] · $17,790+21.2%

[…]5 years · per year$10,000 became […] · $14,596+7.9%

0.55%Expense ratio$55 · $18 a year on $10k · lower is better0.18%

0.94%Trailing 12-mo yield$94 · $114 a year on $10k1.14%

−11.5%Worst dropSmaller is better−8.2%

15.3%VolatilityLower is calmer13.4%

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

0–6IWR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMCO vs IWR: Top 5 Holdings

Today

SMCO

12.5%in top 5

IWR

in top 53.7%

SMCOStockIWR

2.7%HQYnot top 5

2.6%TDYnot top 5

2.5%CFRnot top 5

2.4%EQTnot top 5

2.4%WSTnot top 5

not top 5MPC0.9%

not top 5PSX0.8%

not top 5SNOW0.7%

not top 5NET0.6%

not top 5MRNA0.6%

Held in common4.7%

End-of-day Nov 4, 2026 · share of each fund

SMCO vs IWR Returns, Every Period

HiltonSMCO

+7.8%

past year

IWRiShares

+18.2%

past year

SMCOIWRFaded: behind in that period

0–2IWR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SMCO vs IWR

YTD

HiltonSMCO

+7.2%

IWRiShares

+16.9%

+7.2%Year to date+16.9%

−11.5%Worst drop · 1Y−8.2%

15.3%Volatility · 1Y13.4%

0.9%Yield1.1%

$147MAssets$58.8B

4–0IWR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMCO, IWR

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

SMCO0.55%$55

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SMCO, IWR

1.14%highest, IWR

FundTrailing yieldYield$10k

IWR1.14%$114

SMCO0.94%$94

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$96most kept, IWR

IWR$114 − $18 = $96

SMCO$94 − $55 = $39

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SMCO, IWR

Today

4.7%most shared, SMCO and IWR

SMCOIWR

SMCO—4.7%

IWR4.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.2%IWR, at 13.4% volatility

IWRWorst drop−8.2%13.4% vol

SMCOWorst drop−11.5%15.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IWRSMCO

+16.9%Year to date+7.2%

1.1%Yield0.9%

+18.2%Past year+7.8%

0.18%Fee0.55%

4–0IWR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026