Compare · 2 funds side by side · dividends reinvested

SMMD and VTI

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375VTI · best of the two

02 / 04

SMMD and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B1.4

iShares Russell 2500 ETFUS Stock Styles · Large cap0.23%1.17%+14.5%+16.9%+19.8%+6.3%−9.7%17.0%$4.1B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: SMMD 2017 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

SMMD

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,375

$10,000 five years ago, dividends reinvested · they hold 8.9% in common

SMMDMeasureVTI

+14.5%Year to dateJan 1 → Nov 6+8.9%

+16.9%1 yearTotal return+9.9%

+19.8%3 years · per year$10,000 became $17,204 · $18,004+21.7%

+6.3%5 years · per year$10,000 became $13,594 · $16,375+10.4%

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

1.17%Trailing 12-mo yield$117 · $109 a year on $10k1.09%

−9.7%Worst dropSmaller is better−8.9%

17.0%VolatilityLower is calmer13.7%

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

3–5VTI 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 VTI: Top 5 Holdings

Today

SMMD

1.6%in top 5

VTI

in top 525.0%

SMMDStockVTI

not top 5NVDA7.1%

not top 5AAPL6.6%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.8%

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 common8.9%

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

SMMD vs VTI Returns, Every Period

iSharesSMMD

+6.3%

5 years, per year

VTIVanguard

+10.4%

5 years, per year

SMMDVTIFaded: behind in that period

2–2Level

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

Stocks vs Core: SMMD vs VTI

YTD

iSharesSMMD

+14.5%

VTIVanguard

+8.9%

+14.5%Year to date+8.9%

−9.7%Worst drop · 1Y−8.9%

17.0%Volatility · 1Y13.7%

1.2%Yield1.1%

$4.1BAssets$689B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMMD, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

SMMD0.23%$23

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

Yields: SMMD, VTI

1.17%highest, SMMD

FundTrailing yieldYield$10k

SMMD1.17%$117

VTI1.09%$109

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

Income After Fees on $10,000

$106most kept, VTI

VTI$109 − $3 = $106

SMMD$117 − $23 = $94

KeptFee

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

Overlap: SMMD, VTI

Today

8.9%most shared, SMMD and VTI

SMMDVTI

SMMD—8.9%

VTI8.9%—

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

Return vs Bumpiness: 2 ETFs

+16.9%SMMD, at 17.0% volatility

VTIWorst drop−8.9%13.7% vol

SMMDWorst drop−9.7%17.0% vol

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

Paid More vs Made More

YTD

SMMDVTI

+14.5%Year to date+8.9%

1.2%Yield1.1%

+16.9%Past year+9.9%

0.23%Fee0.03%

3–1SMMD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

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