Compare · 3 funds side by side · dividends reinvested

SMMV, VNQ and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

SMMV, VNQ and VUG, 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 Real Estate ETFSectors · Real estate0.13%3.56%+11.2%+11.3%+13.6%+1.3%−11.4%14.2%$35.9B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

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 · VNQ 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

SMMV

VNQ

Vanguard Real Estate ETF · $35.9B$10,664

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

SMMVMeasureVNQ

+8.8%Year to dateJan 1 → Nov 6+11.2%

+11.9%1 yearTotal return+11.3%

+14.5%3 years · per year$10,000 became $15,003 · $14,676+13.6%

+5.9%5 years · per year$10,000 became $13,312 · $10,664+1.3%

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

1.58%Trailing 12-mo yield$158 · $356 a year on $10k3.56%

−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 6, 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 common6.6%

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

SMMV vs VNQ Returns, Every Period

iSharesSMMV

+5.9%

5 years, per year

VNQVanguard

+1.3%

5 years, per year

SMMVVNQFaded: behind in that period

3–1SMMV wins

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

Stocks vs Sector: SMMV vs VNQ

YTD

iSharesSMMV

+8.8%

VNQVanguard

+11.2%

+8.8%Year to date+11.2%

−7.0%Worst drop · 1Y−11.4%

9.8%Volatility · 1Y14.2%

1.6%Yield3.6%

$277MAssets$35.9B

2–2level

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

Cost, Income and Risk

Fees: SMMV, VNQ, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VNQ0.13%$13

SMMV0.20%$20

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

Yields: SMMV, VNQ, VUG

3.56%highest, VNQ

FundTrailing yieldYield$10k

VNQ3.56%$356

SMMV1.58%$158

VUG0.42%$42

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

Income After Fees on $10,000

$343most kept, VNQ

VNQ$356 − $13 = $343

SMMV$158 − $20 = $138

VUG$42 − $3 = $39

KeptFee

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

Overlap: SMMV, VNQ, VUG

Today

6.6%most shared, SMMV and VNQ

SMMVVNQVUG

SMMV—6.6%0.0%

VNQ6.6%—0.9%

VUG0.0%0.9%—

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

VNQWorst drop−11.4%14.2% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

VNQSMMV

+11.2%Year to date+8.8%

3.6%Yield1.6%

+11.3%Past year+11.9%

0.13%Fee0.20%

3–1VNQ wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

VNQ vs SCHH

YTD

VanguardVNQ

+11.2%

SCHHSchwab

+14.7%

+11.2%Year to date+14.7%

3.6%Yield2.9%

$35.9BAssets$11.2B

1–1level

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