Compare · 3 funds side by side · dividends reinvested

SMMV, IJR and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

SMMV, IJR and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.58%+8.8%+11.9%+14.5%+5.9%−7.0%9.8%$279M1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.0

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B2.1

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: SMMV 2016 · IJR 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Small-Cap Min Vol Factor ETF · $279M$13,312

SMMV

IJR

iShares Core S&P Small-Cap ETF · $104B$13,170

$10,000 five years ago, dividends reinvested · they hold 17.8% in common

SMMVMeasureIJR

+8.8%Year to dateJan 1 → Nov 6+15.5%

+11.9%1 yearTotal return+17.6%

+14.5%3 years · per year$10,000 became $15,003 · $16,147+17.3%

+5.9%5 years · per year$10,000 became $13,312 · $13,170+5.7%

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

1.58%Trailing 12-mo yield$158 · $124 a year on $10k1.24%

−7.0%Worst dropSmaller is better−9.7%

9.8%VolatilityLower is calmer16.2%

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

4–4Level

End-of-day Nov 6, 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 52.6%

SMMVStockIJR

1.5%PNWnot top 5

1.5%RNRnot top 5

1.4%OHInot top 5

1.3%THGnot top 5

1.3%ADCnot top 5

not top 5PAYC0.6%

not top 5LTH0.5%

not top 5MTCH0.5%

not top 5RHP0.5%

not top 5PTGX0.5%

Held in common17.8%

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

SMMV vs IJR Returns, Every Period

iSharesSMMV

+5.9%

5 years, per year

IJRiShares

+5.7%

5 years, per year

SMMVIJRFaded: behind in that period

1–3IJR wins

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

SMMV vs IJR

YTD

iSharesSMMV

+8.8%

IJRiShares

+15.5%

+8.8%Year to date+15.5%

−7.0%Worst drop · 1Y−9.7%

9.8%Volatility · 1Y16.2%

1.6%Yield1.2%

$279MAssets$104B

3–1SMMV wins

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

Cost, Income and Risk

Fees: SMMV, IJR, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IJR0.06%$6

SMMV0.20%$20

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

Yields: SMMV, IJR, VOO

1.58%highest, SMMV

FundTrailing yieldYield$10k

SMMV1.58%$158

IJR1.24%$124

VOO1.10%$110

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

Income After Fees on $10,000

$138most kept, SMMV

SMMV$158 − $20 = $138

IJR$124 − $6 = $118

VOO$110 − $3 = $107

KeptFee

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

Overlap: SMMV, IJR, VOO

Today

17.8%most shared, SMMV and IJR

SMMVIJRVOO

SMMV—17.8%0.3%

IJR17.8%—0.0%

VOO0.3%0.0%—

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

Return vs Bumpiness: 3 ETFs

+17.6%IJR, at 16.2% volatility

SMMVWorst drop−7.0%9.8% vol

VOOWorst drop−8.9%13.5% vol

IJRWorst drop−9.7%16.2% vol

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

Paid More vs Made More

YTD

SMMVIJR

+8.8%Year to date+15.5%

1.6%Yield1.2%

+11.9%Past year+17.6%

0.20%Fee0.06%

3–1IJR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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