Compare · 3 funds side by side · dividends reinvested

SMMV, VO and VUG

SMMViShares×VOVanguard×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

SMMV, VO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.8

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%$285M1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−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 5, 2026 · returns include dividends · since: SMMV 2016 · VO 2004 · VUG 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

Vanguard Morningstar Mid-Cap ETF · $103B$13,616

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

SMMVMeasureVO

+9.6%Year to dateJan 1 → Nov 5+10.7%

+13.3%1 yearTotal return+12.4%

+15.1%3 years · per year$10,000 became $15,234 · $16,795+18.9%

+6.0%5 years · per year$10,000 became $13,412 · $13,616+6.4%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

1.57%Trailing 12-mo yield$157 · $139 a year on $10k1.39%

−7.0%Worst dropSmaller is better−8.2%

9.8%VolatilityLower is calmer12.9%

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

4–4Level

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 VO: Top 5 Holdings

Today

SMMV

6.8%in top 5

in top 55.3%

SMMVStockVO

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

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common0.1%

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

SMMV vs VO Returns, Every Period

iSharesSMMV

+6.0%

5 years, per year

VOVanguard

+6.4%

5 years, per year

SMMVVOFaded: behind in that period

1–3VO wins

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

SMMV vs VO

YTD

iSharesSMMV

+9.6%

VOVanguard

+10.7%

+9.6%Year to date+10.7%

−7.0%Worst drop · 1Y−8.2%

9.8%Volatility · 1Y12.9%

1.6%Yield1.4%

$285MAssets$103B

3–1SMMV wins

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

Cost, Income and Risk

Fees: SMMV, VO, VUG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

SMMV0.20%$20

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

Yields: SMMV, VO, VUG

1.57%highest, SMMV

FundTrailing yieldYield$10k

SMMV1.57%$157

VO1.39%$139

VUG0.43%$43

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

Income After Fees on $10,000

$137most kept, SMMV

SMMV$157 − $20 = $137

VO$139 − $3 = $136

VUG$43 − $3 = $40

KeptFee

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

Overlap: SMMV, VO, VUG

Today

10.2%most shared, VO and VUG

SMMVVOVUG

SMMV—0.1%0.0%

VO0.1%—10.2%

VUG0.0%10.2%—

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

Return vs Bumpiness: 3 ETFs

+13.3%SMMV, at 9.8% volatility

SMMVWorst drop−7.0%9.8% vol

VOWorst drop−8.2%12.9% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

SMMVVO

+9.6%Year to date+10.7%

1.6%Yield1.4%

+13.3%Past year+12.4%

0.20%Fee0.03%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

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