Compare · 3 funds side by side · dividends reinvested

SMMV, VNQ and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,892IWF · best of the three

02 / 04

SMMV, VNQ and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.56%+10.3%+14.4%+14.6%+5.8%−7.0%9.8%$281M1.8

Vanguard Real Estate ETFSectors · Real estate0.13%3.50%+13.1%+13.7%+13.0%+1.5%−11.4%14.3%$35.9B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: SMMV 2016 · VNQ 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Small-Cap Min Vol Factor ETF · $281M$13,257

SMMV

VNQ

Vanguard Real Estate ETF · $35.9B$10,786

$10,000 five years ago, dividends reinvested · they hold 6.7% in common

SMMVMeasureVNQ

+10.3%Year to dateJan 1 → Nov 9+13.1%

+14.4%1 yearTotal return+13.7%

+14.6%3 years · per year$10,000 became $15,054 · $14,443+13.0%

+5.8%5 years · per year$10,000 became $13,257 · $10,786+1.5%

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

1.56%Trailing 12-mo yield$156 · $350 a year on $10k3.50%

−7.0%Worst dropSmaller is better−11.4%

9.8%VolatilityLower is calmer14.3%

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

5–3SMMV wins

End-of-day Nov 9, 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

6.9%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

1.5%RNRnot top 5

1.4%OHInot top 5

1.3%THGnot top 5

1.3%ADCnot top 5

Held in common6.7%

End-of-day Nov 9, 2026 · share of each fund

SMMV vs VNQ Returns, Every Period

iSharesSMMV

+5.8%

5 years, per year

VNQVanguard

+1.5%

5 years, per year

SMMVVNQFaded: behind in that period

3–1SMMV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Sector: SMMV vs VNQ

YTD

iSharesSMMV

+10.3%

VNQVanguard

+13.1%

+10.3%Year to date+13.1%

−7.0%Worst drop · 1Y−11.4%

9.8%Volatility · 1Y14.3%

1.6%Yield3.5%

$281MAssets$35.9B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMMV, VNQ, IWF

Today

0.13%lowest, VNQ

FundExpense ratioFee$10k

VNQ0.13%$13

IWF0.18%$18

SMMV0.20%$20

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SMMV, VNQ, IWF

3.50%highest, VNQ

FundTrailing yieldYield$10k

VNQ3.50%$350

SMMV1.56%$156

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$337most kept, VNQ

VNQ$350 − $13 = $337

SMMV$156 − $20 = $136

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SMMV, VNQ, IWF

Today

6.7%most shared, SMMV and VNQ

SMMVVNQIWF

SMMV—6.7%0.6%

VNQ6.7%—0.5%

IWF0.6%0.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.4%SMMV, at 9.8% volatility

SMMVWorst drop−7.0%9.8% vol

VNQWorst drop−11.4%14.3% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VNQSMMV

+13.1%Year to date+10.3%

3.5%Yield1.6%

+13.7%Past year+14.4%

0.13%Fee0.20%

3–1VNQ wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VNQ vs SCHH

YTD

VanguardVNQ

+13.1%

SCHHSchwab

+16.5%

+13.1%Year to date+16.5%

3.5%Yield2.8%

$35.9BAssets$11.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026