Compare · 2 funds side by side · dividends reinvested

SMDX and VO

SMDXIntech ETFs×VOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,290VO · best of the two

02 / 04

SMDX and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B1.3

Intech S&P Small-Mid Cap Diversified Alpha ETFUS Stock Styles · Mid cap0.35%0.52%+16.1%+20.0%[…][…]−8.7%15.2%$130M1.7

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: SMDX 2025 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Intech S&P Small-Mid Cap Diversified Alpha ETF · $130M[…]

SMDX

Vanguard Morningstar Mid-Cap ETF · $103B$14,290

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SMDXMeasureVO

+16.1%Year to dateJan 1 → Nov 4+14.7%

+20.0%1 yearTotal return+15.3%

[…]3 years · per year$10,000 became […] · $17,578+20.7%

[…]5 years · per year$10,000 became […] · $14,290+7.4%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

0.52%Trailing 12-mo yield$52 · $134 a year on $10k1.34%

−8.7%Worst dropSmaller is better−8.2%

15.2%VolatilityLower is calmer12.4%

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

2–4VO wins

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

More Ways to See the Pairs

SMDX vs VO: Top 5 Holdings

Today

SMDX

5.7%in top 5

in top 55.3%

SMDXStockVO

1.5%THCnot top 5

1.4%JLLnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

1.0%XPOnot top 5

not top 5PWR1.0%

0.9%DINOnot top 5

0.9%ATInot top 5

Held in common0.0%

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

SMDX vs VO Returns, Every Period

Intech ETFsSMDX

+20.0%

past year

VOVanguard

+15.3%

past year

SMDXVOFaded: behind in that period

2–0SMDX wins

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

SMDX vs VO

YTD

Intech ETFsSMDX

+16.1%

VOVanguard

+14.7%

+16.1%Year to date+14.7%

−8.7%Worst drop · 1Y−8.2%

15.2%Volatility · 1Y12.4%

0.5%Yield1.3%

$130MAssets$103B

3–1VO wins

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

Cost, Income and Risk

Fees: SMDX, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SMDX0.35%$35

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

Yields: SMDX, VO

1.34%highest, VO

FundTrailing yieldYield$10k

VO1.34%$134

SMDX0.52%$52

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

SMDX$52 − $35 = $17

KeptFee

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

Overlap: SMDX, VO

Today

0.0%most shared, SMDX and VO

SMDXVO

SMDX—0.0%

VO0.0%—

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

Return vs Bumpiness: 2 ETFs

+20.0%SMDX, at 15.2% volatility

VOWorst drop−8.2%12.4% vol

SMDXWorst drop−8.7%15.2% vol

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

Paid More vs Made More

YTD

VOSMDX

+14.7%Year to date+16.1%

1.3%Yield0.5%

+15.3%Past year+20.0%

0.03%Fee0.35%

2–2level

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026