Compare · 3 funds side by side · dividends reinvested

SMMV, VO and XLV

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,419XLV · best of the three

Story of the three · IncomeMost incomeSMMV · 1.56% · $156 a year on $10k

Story of the three · RiskSmallest drop

SMMV, VO and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.5%+6.6%−8.2%13.2%$103B1.9

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.35%+23.5%+25.6%+15.7%+9.0%−10.5%16.8%$50.6B1.9

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.56%+10.5%+12.3%+14.7%+5.6%−7.0%9.8%$281M2.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: SMMV 2016 · VO 2004 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI USA Small-Cap Min Vol Factor ETF · $281M$13,102

SMMV

VO

Vanguard Morningstar Mid-Cap ETF · $103B$13,748

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

SMMVMeasure

More Ways to See the Pairs

SMMV vs VO: Top 5 Holdings

Today

SMMV

6.9%in top 5

VO

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

Cost, Income and Risk

Fees: SMMV, VO, XLV

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

XLV0.08%$8

SMMV0.20%$20

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: SMMV, VO, XLV

1Y

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

VO

+10.5%Year to dateJan 1 → Nov 13+14.0%

+12.3%1 yearTotal return+13.7%

+14.7%3 years · per year$10,000 became $15,097 · $16,641+18.5%

+5.6%5 years · per year$10,000 became $13,103 · $13,748+6.6%

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

1.56%Trailing 12-mo yield$156 · $135 a year on $10k1.35%

−7.0%Worst dropSmaller is better−8.2%

9.8%VolatilityLower is calmer13.2%

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

3–5VO wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

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 13, 2026 · share of each fund

SMMV vs VO Returns, Every Period

5Y

iSharesSMMV

+5.6%

5 years, per year

VOVanguard

+6.6%

5 years, per year

SMMVVOFaded: behind in that period

0–4VO wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Sector: SMMV vs XLV

YTD

iSharesSMMV

+10.5%

XLVSPDR

+23.5%

+10.5%Year to date+23.5%

−7.0%Worst drop · 1Y−10.5%

9.8%Volatility · 1Y16.8%

1.6%Yield1.4%

$281MAssets$50.6B

3–1SMMV wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1.56%highest, SMMV

FundTrailing yieldYield$10k

SMMV1.56%$156

XLV1.35%$135

VO1.35%$135

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$136most kept, SMMV

SMMV$156 − $20 = $136

VO$135 − $3 = $132

XLV$135 − $8 = $127

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SMMV, VO, XLV

Today

8.6%most shared, VO and XLV

SMMVVOXLV

SMMV—0.1%0.4%

VO0.1%—8.6%

XLV0.4%8.6%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+25.6%XLV, at 16.8% volatility

SMMVWorst drop−7.0%9.8% vol

VOWorst drop−8.2%13.2% vol

XLVWorst drop−10.5%16.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SMMVXLV

+10.5%Year to date+23.5%

1.6%Yield1.4%

+12.3%Past year+25.6%

0.20%Fee0.08%

3–1XLV wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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SMMV, VO and XLV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three