Compare · 2 funds side by side · dividends reinvested

SMMV and VNQ

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,412SMMV · best of the two

02 / 04

SMMV and VNQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.57%+9.6%+13.3%+15.1%+6.0%−7.0%9.8%$285M1.4

Vanguard Real Estate ETFSectors · Real estate0.13%3.54%+11.8%+12.0%+14.1%+1.2%−11.4%14.2%$35.9B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: SMMV 2016 · VNQ 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Small-Cap Min Vol Factor ETF · $285M$13,412

SMMV

VNQ

Vanguard Real Estate ETF · $35.9B$10,599

$10,000 five years ago, dividends reinvested · they hold 6.6% in common

SMMVMeasureVNQ

+9.6%Year to dateJan 1 → Nov 5+11.8%

+13.3%1 yearTotal return+12.0%

+15.1%3 years · per year$10,000 became $15,234 · $14,843+14.1%

+6.0%5 years · per year$10,000 became $13,412 · $10,599+1.2%

0.20%Expense ratio$20 · $13 a year on $10k · lower is better0.13%

1.57%Trailing 12-mo yield$157 · $354 a year on $10k3.54%

−7.0%Worst dropSmaller is better−11.4%

9.8%VolatilityLower is calmer14.2%

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

5–3SMMV wins

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

More Ways to See the Pairs

SMMV vs VNQ: Top 5 Holdings

Today

SMMV

6.8%in top 5

VNQ

in top 534.7%

SMMVStockVNQ

not top 5WELL10.7%

not top 5PLD8.0%

not top 5EQIX6.6%

not top 5AMT5.1%

not top 5SPG4.3%

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

Held in common6.6%

End-of-day Nov 5, 2026 · share of each fund

SMMV vs VNQ Returns, Every Period

iSharesSMMV

+6.0%

5 years, per year

VNQVanguard

+1.2%

5 years, per year

SMMVVNQFaded: behind in that period

3–1SMMV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Sector: SMMV vs VNQ

YTD

iSharesSMMV

+9.6%

VNQVanguard

+11.8%

+9.6%Year to date+11.8%

−7.0%Worst drop · 1Y−11.4%

9.8%Volatility · 1Y14.2%

1.6%Yield3.5%

$285MAssets$35.9B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMMV, VNQ

Today

0.13%lowest, VNQ

FundExpense ratioFee$10k

VNQ0.13%$13

SMMV0.20%$20

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SMMV, VNQ

3.54%highest, VNQ

FundTrailing yieldYield$10k

VNQ3.54%$354

SMMV1.57%$157

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$341most kept, VNQ

VNQ$354 − $13 = $341

SMMV$157 − $20 = $137

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SMMV, VNQ

Today

6.6%most shared, SMMV and VNQ

SMMVVNQ

SMMV—6.6%

VNQ6.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.3%SMMV, at 9.8% volatility

SMMVWorst drop−7.0%9.8% vol

VNQWorst drop−11.4%14.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VNQSMMV

+11.8%Year to date+9.6%

3.5%Yield1.6%

+12.0%Past year+13.3%

0.13%Fee0.20%

3–1VNQ wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VNQ vs SCHH

YTD

VanguardVNQ

+11.8%

SCHHSchwab

+15.4%

+11.8%Year to date+15.4%

3.5%Yield2.9%

$35.9BAssets$11.4B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026