Compare · 3 funds side by side · dividends reinvested

SMLF, IJR and VO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,772SMLF · best of the three

02 / 04

SMLF, IJR and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.8

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%1.02%+12.3%+13.5%+20.9%+9.5%−8.7%17.3%$4.2B2.1

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SMLF 2015 · IJR 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Small-Cap Equity Factor ETF · $4.2B$15,772

SMLF

IJR

iShares Core S&P Small-Cap ETF · $104B$13,170

$10,000 five years ago, dividends reinvested · they hold 21.4% in common

SMLFMeasureIJR

+12.3%Year to dateJan 1 → Nov 6+15.5%

+13.5%1 yearTotal return+17.6%

+20.9%3 years · per year$10,000 became $17,680 · $16,147+17.3%

+9.5%5 years · per year$10,000 became $15,772 · $13,170+5.7%

0.15%Expense ratio$15 · $6 a year on $10k · lower is better0.06%

1.02%Trailing 12-mo yield$102 · $124 a year on $10k1.24%

−8.7%Worst dropSmaller is better−9.7%

17.3%VolatilityLower is calmer16.2%

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

3–5IJR wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMLF vs IJR: Top 5 Holdings

Today

SMLF

3.3%in top 5

IJR

in top 52.6%

SMLFStockIJR

0.7%EMEnot top 5

0.7%WSMnot top 5

0.6%TPRnot top 5

0.6%RSnot top 5

0.6%JBLnot top 5

not top 5PAYC0.6%

not top 5LTH0.5%

not top 5MTCH0.5%

not top 5RHP0.5%

not top 5PTGX0.5%

Held in common21.4%

End-of-day Nov 6, 2026 · share of each fund

SMLF vs IJR Returns, Every Period

iSharesSMLF

+9.5%

5 years, per year

IJRiShares

+5.7%

5 years, per year

SMLFIJRFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SMLF vs VO

YTD

iSharesSMLF

+12.3%

VOVanguard

+10.6%

+12.3%Year to date+10.6%

−8.7%Worst drop · 1Y−8.2%

17.3%Volatility · 1Y12.9%

1.0%Yield1.4%

$4.2BAssets$103B

3–1VO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMLF, IJR, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJR0.06%$6

SMLF0.15%$15

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SMLF, IJR, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

IJR1.24%$124

SMLF1.02%$102

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IJR$124 − $6 = $118

SMLF$102 − $15 = $87

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SMLF, IJR, VO

Today

21.4%most shared, SMLF and IJR

SMLFIJRVO

SMLF—21.4%0.9%

IJR21.4%—0.0%

VO0.9%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.6%IJR, at 16.2% volatility

VOWorst drop−8.2%12.9% vol

IJRWorst drop−9.7%16.2% vol

SMLFWorst drop−8.7%17.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VOIJR

+10.6%Year to date+15.5%

1.4%Yield1.2%

+11.6%Past year+17.6%

0.03%Fee0.06%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026