Compare · 3 funds side by side · dividends reinvested

SMMD, VO and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,441IWF · best of the three

02 / 04

SMMD, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2500 ETFUS Stock Styles · Large cap0.23%1.17%+14.5%+16.9%+19.8%+6.3%−9.7%17.0%$4.1B1.8

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 Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: SMMD 2017 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2500 ETF · $4.1B$13,594

SMMD

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

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

SMMDMeasureVO

+14.5%Year to dateJan 1 → Nov 6+10.6%

+16.9%1 yearTotal return+11.6%

+19.8%3 years · per year$10,000 became $17,204 · $16,701+18.6%

+6.3%5 years · per year$10,000 became $13,594 · $13,590+6.3%

0.23%Expense ratio$23 · $3 a year on $10k · lower is better0.03%

1.17%Trailing 12-mo yield$117 · $139 a year on $10k1.39%

−9.7%Worst dropSmaller is better−8.2%

17.0%VolatilityLower is calmer12.9%

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

3–4VO wins

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

More Ways to See the Pairs

SMMD vs VO: Top 5 Holdings

Today

SMMD

1.6%in top 5

in top 55.3%

SMMDStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

0.3%USFDnot top 5

0.3%THCnot top 5

0.3%ATInot top 5

0.3%RGLDnot top 5

0.3%VTRSnot top 5

Held in common0.4%

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

SMMD vs VO Returns, Every Period

iSharesSMMD

+6.3%

5 years, per year

VOVanguard

+6.3%

5 years, per year

SMMDVOFaded: behind in that period

3–0SMMD wins

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

SMMD vs VO

YTD

iSharesSMMD

+14.5%

VOVanguard

+10.6%

+14.5%Year to date+10.6%

−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 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMMD, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

SMMD0.23%$23

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

Yields: SMMD, VO, IWF

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

SMMD1.17%$117

IWF0.39%$39

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

SMMD$117 − $23 = $94

IWF$39 − $18 = $21

KeptFee

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

Overlap: SMMD, VO, IWF

Today

9.2%most shared, VO and IWF

SMMDVOIWF

SMMD—0.4%2.4%

VO0.4%—9.2%

IWF2.4%9.2%—

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

Return vs Bumpiness: 3 ETFs

+16.9%SMMD, at 17.0% volatility

VOWorst drop−8.2%12.9% vol

SMMDWorst drop−9.7%17.0% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

VOSMMD

+10.6%Year to date+14.5%

1.4%Yield1.2%

+11.6%Past year+16.9%

0.03%Fee0.23%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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