Compare · 2 funds side by side · dividends reinvested

SMMD and VO

SMMDiShares×VOVanguard×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

Search ETFs and stocks

Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,748VO · best of the two

Story of the two · IncomeMost incomeVO · 1.35% · $135 a year on $10k

Story of the two · RiskSmallest drop

SMMD and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.5%+6.6%−8.2%13.2%$103B1.4

iShares Russell 2500 ETFUS Stock Styles · Large cap0.23%1.15%+16.5%+18.1%+19.5%+5.8%−9.7%17.2%$4.2B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: SMMD 2017 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Mid-Cap ETF · $103B$13,748

VO

SMMD

iShares Russell 2500 ETF · $4.2B$13,270

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

VOMeasureSMMD

+14.0%

More Ways to See the Pairs

VO vs SMMD: Top 5 Holdings

Today

VO

5.3%in top 5

SMMD

in top 51.7%

VOStockSMMD

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

Cost, Income and Risk

Fees: SMMD, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SMMD0.23%$23

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: SMMD, VO

1Y

1.35%highest, VO

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to date

Jan 1 → Nov 13

+16.5%

+13.7%1 yearTotal return+18.1%

+18.5%3 years · per year$10,000 became $16,641 · $17,072+19.5%

+6.6%5 years · per year$10,000 became $13,748 · $13,270+5.8%

0.03%Expense ratio$3 · $23 a year on $10k · lower is better0.23%

1.35%Trailing 12-mo yield$135 · $115 a year on $10k1.15%

−8.2%Worst dropSmaller is better−9.7%

13.2%VolatilityLower is calmer17.2%

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

5–3VO wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5ATI0.3%

not top 5VTRS0.3%

not top 5USFD0.3%

not top 5RGLD0.3%

not top 5THC0.3%

Held in common0.4%

End-of-day Nov 13, 2026 · share of each fund

VO vs SMMD Returns, Every Period

5Y

VanguardVO

+6.6%

5 years, per year

SMMDiShares

+5.8%

5 years, per year

VOSMMDFaded: behind in that period

1–3SMMD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

VO vs SMMD

YTD

VanguardVO

+14.0%

SMMDiShares

+16.5%

+14.0%Year to date+16.5%

−8.2%Worst drop · 1Y−9.7%

13.2%Volatility · 1Y17.2%

1.3%Yield1.1%

$103BAssets$4.2B

3–1VO wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

VO1.35%$135

SMMD1.15%$115

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

SMMD$115 − $23 = $92

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SMMD, VO

Today

0.4%most shared, SMMD and VO

SMMDVO

SMMD—0.4%

VO0.4%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+18.1%SMMD, at 17.2% volatility

VOWorst drop−8.2%13.2% vol

SMMDWorst drop−9.7%17.2% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

VOSMMD

+14.0%Year to date+16.5%

1.3%Yield1.1%

+13.7%Past year+18.1%

0.03%Fee0.23%

2–2level

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

Loading…

SMMD and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two