Compare · 2 funds side by side · dividends reinvested

SMMV and IJR

SMMViShares×IJRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,920IJR · best of the two

02 / 04

SMMV and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.9%+22.7%+19.3%+6.8%−9.7%15.8%$106B1.4

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.54%+11.8%+15.9%+16.1%+6.8%−7.0%9.5%$280M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: SMMV 2016 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Small-Cap Min Vol Factor ETF · $280M$13,866

SMMV

IJR

iShares Core S&P Small-Cap ETF · $106B$13,920

$10,000 five years ago, dividends reinvested · they hold 17.5% in common

SMMVMeasureIJR

+11.8%Year to dateJan 1 → Nov 4+19.9%

+15.9%1 yearTotal return+22.7%

+16.1%3 years · per year$10,000 became $15,637 · $16,979+19.3%

+6.8%5 years · per year$10,000 became $13,866 · $13,920+6.8%

0.20%Expense ratio$20 · $6 a year on $10k · lower is better0.06%

1.54%Trailing 12-mo yield$154 · $120 a year on $10k1.20%

−7.0%Worst dropSmaller is better−9.7%

9.5%VolatilityLower is calmer15.8%

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

3–4IJR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMMV vs IJR: Top 5 Holdings

Today

SMMV

6.9%in top 5

IJR

in top 52.7%

SMMVStockIJR

1.5%PNWnot top 5

1.4%RNRnot top 5

1.4%OHInot top 5

1.3%THGnot top 5

1.2%ADCnot top 5

not top 5VSAT0.6%

not top 5PAYC0.6%

not top 5RHP0.5%

not top 5PTGX0.5%

not top 5MTCH0.5%

Held in common17.5%

End-of-day Nov 4, 2026 · share of each fund

SMMV vs IJR Returns, Every Period

iSharesSMMV

+6.8%

5 years, per year

IJRiShares

+6.8%

5 years, per year

SMMVIJRFaded: behind in that period

0–3IJR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SMMV vs IJR

YTD

iSharesSMMV

+11.8%

IJRiShares

+19.9%

+11.8%Year to date+19.9%

−7.0%Worst drop · 1Y−9.7%

9.5%Volatility · 1Y15.8%

1.5%Yield1.2%

$280MAssets$106B

3–1SMMV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMMV, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

SMMV0.20%$20

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SMMV, IJR

1.54%highest, SMMV

FundTrailing yieldYield$10k

SMMV1.54%$154

IJR1.20%$120

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$134most kept, SMMV

SMMV$154 − $20 = $134

IJR$120 − $6 = $114

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SMMV, IJR

Today

17.5%most shared, SMMV and IJR

SMMVIJR

SMMV—17.5%

IJR17.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.7%IJR, at 15.8% volatility

SMMVWorst drop−7.0%9.5% vol

IJRWorst drop−9.7%15.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SMMVIJR

+11.8%Year to date+19.9%

1.5%Yield1.2%

+15.9%Past year+22.7%

0.20%Fee0.06%

3–1IJR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026