Compare · 3 funds side by side · dividends reinvested

SMLF, VO and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,942SMLF · best of the three

02 / 04

SMLF, VO and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%0.98%+16.0%+19.5%+21.4%+9.8%−8.7%17.5%$4.2B1.9

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.9

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$121B2.3

Rank among the three1st → 3rdFee, 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: SMLF 2015 · VO 2004 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Small-Cap Equity Factor ETF · $4.2B$15,942

SMLF

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

SMLFMeasureVO

+16.0%Year to dateJan 1 → Nov 9+13.6%

+19.5%1 yearTotal return+15.6%

+21.4%3 years · per year$10,000 became $17,876 · $16,763+18.8%

+9.8%5 years · per year$10,000 became $15,942 · $13,867+6.8%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

0.98%Trailing 12-mo yield$98 · $135 a year on $10k1.35%

−8.7%Worst dropSmaller is better−8.2%

17.5%VolatilityLower is calmer13.1%

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

4–4Level

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

More Ways to See the Pairs

SMLF vs VO: Top 5 Holdings

Today

SMLF

3.3%in top 5

in top 55.3%

SMLFStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

0.8%EMEnot top 5

0.7%WSMnot top 5

0.6%RSnot top 5

0.6%TPRnot top 5

0.6%JBLnot top 5

Held in common1.0%

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

SMLF vs VO Returns, Every Period

iSharesSMLF

+9.8%

5 years, per year

VOVanguard

+6.8%

5 years, per year

SMLFVOFaded: behind in that period

4–0SMLF wins

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

SMLF vs VO

YTD

iSharesSMLF

+16.0%

VOVanguard

+13.6%

+16.0%Year to date+13.6%

−8.7%Worst drop · 1Y−8.2%

17.5%Volatility · 1Y13.1%

1.0%Yield1.4%

$4.2BAssets$103B

3–1VO wins

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

Cost, Income and Risk

Fees: SMLF, VO, IJH

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJH0.05%$5

SMLF0.15%$15

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

Yields: SMLF, VO, IJH

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

IJH1.21%$121

SMLF0.98%$98

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IJH$121 − $5 = $116

SMLF$98 − $15 = $83

KeptFee

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

Overlap: SMLF, VO, IJH

Today

40.2%most shared, SMLF and IJH

SMLFVOIJH

SMLF—1.0%40.2%

VO1.0%—0.2%

IJH40.2%0.2%—

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

Return vs Bumpiness: 3 ETFs

+19.5%SMLF, at 17.5% volatility

VOWorst drop−8.2%13.1% vol

IJHWorst drop−8.8%15.8% vol

SMLFWorst drop−8.7%17.5% vol

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

Paid More vs Made More

YTD

VOSMLF

+13.6%Year to date+16.0%

1.4%Yield1.0%

+15.6%Past year+19.5%

0.03%Fee0.15%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

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