Compare · 3 funds side by side · dividends reinvested

SMMD, IWF and VO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,330IWF · best of the three

02 / 04

SMMD, IWF and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.6

iShares Russell 2500 ETFUS Stock Styles · Large cap0.23%1.18%+13.9%+17.7%+19.8%+6.2%−9.7%17.0%$4.1B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: SMMD 2017 · IWF 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2500 ETF · $4.1B$13,516

SMMD

IWF

iShares Russell 1000 Growth ETF · $113B$15,330

$10,000 five years ago, dividends reinvested · they hold 2.4% in common

SMMDMeasureIWF

+13.9%Year to dateJan 1 → Nov 5−6.5%

+17.7%1 yearTotal return−7.6%

+19.8%3 years · per year$10,000 became $17,183 · $17,073+19.5%

+6.2%5 years · per year$10,000 became $13,516 · $15,330+8.9%

0.23%Expense ratio$23 · $18 a year on $10k · lower is better0.18%

1.18%Trailing 12-mo yield$118 · $39 a year on $10k0.39%

−9.7%Worst dropSmaller is better−14.6%

17.0%VolatilityLower is calmer19.3%

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

6–2SMMD wins

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

More Ways to See the Pairs

SMMD vs IWF: Top 5 Holdings

Today

SMMD

1.6%in top 5

IWF

in top 539.6%

SMMDStockIWF

not top 5NVDA14.6%

not top 5AAPL8.5%

not top 5MSFT6.4%

not top 5GOOGL5.3%

not top 5AVGO4.7%

0.3%ATInot top 5

0.3%USFDnot top 5

0.3%THCnot top 5

0.3%RSnot top 5

0.3%PKGnot top 5

Held in common2.4%

End-of-day Nov 5, 2026 · share of each fund

SMMD vs IWF Returns, Every Period

iSharesSMMD

+6.2%

5 years, per year

IWFiShares

+8.9%

5 years, per year

SMMDIWFFaded: behind in that period

3–1SMMD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SMMD vs VO

YTD

iSharesSMMD

+13.9%

VOVanguard

+10.7%

+13.9%Year to date+10.7%

−9.7%Worst drop · 1Y−8.2%

17.0%Volatility · 1Y12.9%

1.2%Yield1.4%

$4.1BAssets$103B

3–1VO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMMD, IWF, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

SMMD0.23%$23

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SMMD, IWF, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

SMMD1.18%$118

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

SMMD$118 − $23 = $95

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SMMD, IWF, VO

Today

9.2%most shared, IWF and VO

SMMDIWFVO

SMMD—2.4%0.4%

IWF2.4%—9.2%

VO0.4%9.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.7%SMMD, at 17.0% volatility

VOWorst drop−8.2%12.9% vol

SMMDWorst drop−9.7%17.0% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VOSMMD

+10.7%Year to date+13.9%

1.4%Yield1.2%

+12.4%Past year+17.7%

0.03%Fee0.23%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026