Compare · 3 funds side by side · dividends reinvested

SMMV, VUG and IJR

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, VUG and IJR, 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%$277M1.9

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B1.9

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 · VUG 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SMMV

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

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

SMMVMeasureVUG

+8.8%Year to dateJan 1 → Nov 6+1.4%

+11.9%1 yearTotal return+0.2%

+14.5%3 years · per year$10,000 became $15,003 · $18,415+22.6%

+5.9%5 years · per year$10,000 became $13,312 · $16,124+10.0%

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

1.58%Trailing 12-mo yield$158 · $42 a year on $10k0.42%

−7.0%Worst dropSmaller is better−15.1%

9.8%VolatilityLower is calmer19.0%

SMMVVUG 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 VUG: Top 5 Holdings

Today

SMMV

6.9%in top 5

VUG

in top 545.2%

SMMVStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

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 common0.0%

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

SMMV vs VUG Returns, Every Period

iSharesSMMV

+5.9%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

SMMVVUGFaded: behind in that period

2–2Level

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

SMMV vs IJR

YTD

iSharesSMMV

+8.8%

IJRiShares

+15.5%

+8.8%Year to date+15.5%

−7.0%Worst drop · 1Y−9.7%

9.8%Volatility · 1Y16.2%

1.6%Yield1.2%

$277MAssets$104B

3–1SMMV wins

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

Cost, Income and Risk

Fees: SMMV, VUG, IJR

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

SMMV0.20%$20

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

Yields: SMMV, VUG, IJR

1.58%highest, SMMV

FundTrailing yieldYield$10k

SMMV1.58%$158

IJR1.24%$124

VUG0.42%$42

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

Income After Fees on $10,000

$138most kept, SMMV

SMMV$158 − $20 = $138

IJR$124 − $6 = $118

VUG$42 − $3 = $39

KeptFee

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

Overlap: SMMV, VUG, IJR

Today

17.8%most shared, SMMV and IJR

SMMVVUGIJR

SMMV—0.0%17.8%

VUG0.0%—0.0%

IJR17.8%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.6%IJR, at 16.2% volatility

SMMVWorst drop−7.0%9.8% vol

IJRWorst drop−9.7%16.2% 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

SMMVIJR

+8.8%Year to date+15.5%

1.6%Yield1.2%

+11.9%Past year+17.6%

0.20%Fee0.06%

3–1IJR 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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026