Compare · 3 funds side by side · dividends reinvested

SMMV, SPY 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, SPY 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%$277M1.8

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%$1.00T1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$778B2.5

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: SMMV 2016 · SPY 1993 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Small-Cap Min Vol Factor ETF · $277M$13,312

SMMV

SPY

State Street SPDR S&P 500 ETF · $778B$17,118

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

SMMVMeasureSPY

+8.8%Year to dateJan 1 → Nov 6+8.7%

+11.9%1 yearTotal return+9.7%

+14.5%3 years · per year$10,000 became $15,003 · $18,039+21.7%

+5.9%5 years · per year$10,000 became $13,312 · $17,118+11.3%

0.20%Expense ratio$20 · $9 a year on $10k · lower is better0.09%

1.58%Trailing 12-mo yield$158 · $103 a year on $10k1.03%

−7.0%Worst dropSmaller is better−8.9%

9.8%VolatilityLower is calmer13.6%

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

5–3SMMV wins

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 SPY: Top 5 Holdings

Today

SMMV

6.9%in top 5

SPY

in top 527.8%

SMMVStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

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

Held in common0.3%

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

SMMV vs SPY Returns, Every Period

iSharesSMMV

+5.9%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

SMMVSPYFaded: behind in that period

2–2Level

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

Stocks vs Core: SMMV vs VOO

YTD

iSharesSMMV

+8.8%

VOOVanguard

+8.7%

+8.8%Year to date+8.7%

−7.0%Worst drop · 1Y−8.9%

9.8%Volatility · 1Y13.5%

1.6%Yield1.1%

$277MAssets$1.00T

4–0SMMV wins

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

Cost, Income and Risk

Fees: SMMV, SPY, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

SMMV0.20%$20

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

Yields: SMMV, SPY, VOO

1.58%highest, SMMV

FundTrailing yieldYield$10k

SMMV1.58%$158

VOO1.10%$110

SPY1.03%$103

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

Income After Fees on $10,000

$138most kept, SMMV

SMMV$158 − $20 = $138

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

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

Overlap: SMMV, SPY, VOO

Today

92.2%most shared, SPY and VOO

SMMVSPYVOO

SMMV—0.3%0.3%

SPY0.3%—92.2%

VOO0.3%92.2%—

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

Return vs Bumpiness: 3 ETFs

+11.9%SMMV, at 9.8% volatility

SMMVWorst drop−7.0%9.8% vol

VOOWorst drop−8.9%13.5% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

SMMVVOO

+8.8%Year to date+8.7%

1.6%Yield1.1%

+11.9%Past year+9.8%

0.20%Fee0.03%

3–1SMMV 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%

$178BAssets$778B

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$853B

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