Compare · 2 funds side by side · dividends reinvested

SMMV and VBR

SMMViShares×VBRVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,249VBR · best of the two

02 / 04

SMMV and VBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.80%+17.4%+21.0%+20.5%+8.8%−8.9%13.9%$35.1B1.3

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.57%+9.8%+13.8%+15.6%+6.0%−7.0%9.4%$280M1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: SMMV 2016 · VBR 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Small-Cap Min Vol Factor ETF · $280M$13,382

SMMV

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,249

$10,000 five years ago, dividends reinvested · they hold 21.1% in common

SMMVMeasureVBR

+9.8%Year to dateJan 1 → Nov 3+17.4%

+13.8%1 yearTotal return+21.0%

+15.6%3 years · per year$10,000 became $15,435 · $17,478+20.5%

+6.0%5 years · per year$10,000 became $13,382 · $15,249+8.8%

0.20%Expense ratio$20 · $5 a year on $10k · lower is better0.05%

1.57%Trailing 12-mo yield$157 · $180 a year on $10k1.80%

−7.0%Worst dropSmaller is better−8.9%

9.4%VolatilityLower is calmer13.9%

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

2–6VBR wins

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

More Ways to See the Pairs

SMMV vs VBR: Top 5 Holdings

Today

SMMV

6.8%in top 5

VBR

in top 53.3%

SMMVStockVBR

1.5%PNWnot top 5

1.4%RNRnot top 5

1.4%OHInot top 5

1.3%THGnot top 5

1.2%OGEnot top 5

not top 5MRNA0.8%

not top 5JBL0.7%

not top 5WSM0.6%

not top 5ATO0.6%

not top 5FFIV0.6%

Held in common21.1%

End-of-day Nov 3, 2026 · share of each fund

SMMV vs VBR Returns, Every Period

iSharesSMMV

+6.0%

5 years, per year

VBRVanguard

+8.8%

5 years, per year

SMMVVBRFaded: behind in that period

0–4VBR wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SMMV vs VBR

YTD

iSharesSMMV

+9.8%

VBRVanguard

+17.4%

+9.8%Year to date+17.4%

−7.0%Worst drop · 1Y−8.9%

9.4%Volatility · 1Y13.9%

1.6%Yield1.8%

$280MAssets$35.1B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMMV, VBR

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

SMMV0.20%$20

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SMMV, VBR

1.80%highest, VBR

FundTrailing yieldYield$10k

VBR1.80%$180

SMMV1.57%$157

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$175most kept, VBR

VBR$180 − $5 = $175

SMMV$157 − $20 = $137

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SMMV, VBR

Today

21.1%most shared, SMMV and VBR

SMMVVBR

SMMV—21.1%

VBR21.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.0%VBR, at 13.9% volatility

SMMVWorst drop−7.0%9.4% vol

VBRWorst drop−8.9%13.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VBRSMMV

+17.4%Year to date+9.8%

1.8%Yield1.6%

+21.0%Past year+13.8%

0.05%Fee0.20%

4–0VBR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026