Compare · 3 funds side by side · dividends reinvested

SMLF, VO and IJR

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, VO and IJR, 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 · VO 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SMLF

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

SMLFMeasureVO

+12.3%Year to dateJan 1 → Nov 6+10.6%

+13.5%1 yearTotal return+11.6%

+20.9%3 years · per year$10,000 became $17,680 · $16,701+18.6%

+9.5%5 years · per year$10,000 became $15,772 · $13,590+6.3%

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

1.02%Trailing 12-mo yield$102 · $139 a year on $10k1.39%

−8.7%Worst dropSmaller is better−8.2%

17.3%VolatilityLower is calmer12.9%

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

4–4Level

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 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%

0.7%EMEnot top 5

0.7%WSMnot top 5

0.6%TPRnot top 5

0.6%RSnot top 5

0.6%JBLnot top 5

Held in common0.9%

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

SMLF vs VO Returns, Every Period

iSharesSMLF

+9.5%

5 years, per year

VOVanguard

+6.3%

5 years, per year

SMLFVOFaded: behind in that period

4–0SMLF wins

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, VO, IJR

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, VO, IJR

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, VO, IJR

Today

21.4%most shared, SMLF and IJR

SMLFVOIJR

SMLF—0.9%21.4%

VO0.9%—0.0%

IJR21.4%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