Compare · 3 funds side by side · dividends reinvested

SMMV, VTV and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,352VTV · best of the three

02 / 04

SMMV, VTV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.1

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.54%+11.8%+15.9%+16.1%+6.8%−7.0%9.5%$285M2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: SMMV 2016 · VTV 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Small-Cap Min Vol Factor ETF · $285M$13,866

SMMV

VTV

Vanguard Morningstar Value ETF · $184B$18,352

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SMMVMeasureVTV

+11.8%Year to dateJan 1 → Nov 4+22.8%

+15.9%1 yearTotal return+27.5%

+16.1%3 years · per year$10,000 became $15,637 · $18,551+22.9%

+6.8%5 years · per year$10,000 became $13,866 · $18,352+12.9%

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

1.54%Trailing 12-mo yield$154 · $180 a year on $10k1.80%

−7.0%Worst dropSmaller is better−6.4%

9.5%VolatilityLower is calmer10.2%

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

1–7VTV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMMV vs VTV: Top 5 Holdings

Today

SMMV

6.9%in top 5

VTV

in top 515.8%

SMMVStockVTV

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

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 common0.0%

End-of-day Nov 4, 2026 · share of each fund

SMMV vs VTV Returns, Every Period

iSharesSMMV

+6.8%

5 years, per year

VTVVanguard

+12.9%

5 years, per year

SMMVVTVFaded: behind in that period

0–4VTV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SMMV vs VTV

YTD

iSharesSMMV

+11.8%

VTVVanguard

+22.8%

+11.8%Year to date+22.8%

−7.0%Worst drop · 1Y−6.4%

9.5%Volatility · 1Y10.2%

1.5%Yield1.8%

$285MAssets$184B

3–1VTV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMMV, VTV, IWF

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWF0.18%$18

SMMV0.20%$20

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SMMV, VTV, IWF

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

SMMV1.54%$154

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

SMMV$154 − $20 = $134

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SMMV, VTV, IWF

Today

12.1%most shared, VTV and IWF

SMMVVTVIWF

SMMV—0.0%0.6%

VTV0.0%—12.1%

IWF0.6%12.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.5%VTV, at 10.2% volatility

SMMVWorst drop−7.0%9.5% vol

VTVWorst drop−6.4%10.2% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VTVSMMV

+22.8%Year to date+11.8%

1.8%Yield1.5%

+27.5%Past year+15.9%

0.03%Fee0.20%

4–0VTV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026