Compare · 3 funds side by side · dividends reinvested

SMMV, VUG and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

SMMV, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.54%+11.8%+15.9%+16.1%+6.8%−7.0%9.5%$285M1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.5

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 · VUG 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

VUG

Vanguard Morningstar Growth ETF · $233B$17,153

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

SMMVMeasureVUG

+11.8%Year to dateJan 1 → Nov 4+6.3%

+15.9%1 yearTotal return+3.4%

+16.1%3 years · per year$10,000 became $15,637 · $19,712+25.4%

+6.8%5 years · per year$10,000 became $13,866 · $17,153+11.4%

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

1.54%Trailing 12-mo yield$154 · $40 a year on $10k0.40%

−7.0%Worst dropSmaller is better−16.1%

9.5%VolatilityLower is calmer18.2%

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

5–3SMMV 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 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

1.4%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 VUG Returns, Every Period

iSharesSMMV

+6.8%

5 years, per year

VUGVanguard

+11.4%

5 years, per year

SMMVVUGFaded: behind in that period

2–2Level

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

SMMV vs VUG

YTD

iSharesSMMV

+11.8%

VUGVanguard

+6.3%

+11.8%Year to date+6.3%

−7.0%Worst drop · 1Y−16.1%

9.5%Volatility · 1Y18.2%

1.5%Yield0.4%

$285MAssets$233B

4–0SMMV wins

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

Cost, Income and Risk

Fees: SMMV, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

SMMV0.20%$20

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

Yields: SMMV, VUG, IWF

1.54%highest, SMMV

FundTrailing yieldYield$10k

SMMV1.54%$154

VUG0.40%$40

IWF0.37%$37

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

Income After Fees on $10,000

$134most kept, SMMV

SMMV$154 − $20 = $134

VUG$40 − $3 = $37

IWF$37 − $18 = $19

KeptFee

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

Overlap: SMMV, VUG, IWF

Today

77.4%most shared, VUG and IWF

SMMVVUGIWF

SMMV—0.0%0.6%

VUG0.0%—77.4%

IWF0.6%77.4%—

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

Return vs Bumpiness: 3 ETFs

+15.9%SMMV, at 9.5% volatility

SMMVWorst drop−7.0%9.5% vol

VUGWorst drop−16.1%18.2% 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

SMMVVUG

+11.8%Year to date+6.3%

1.5%Yield0.4%

+15.9%Past year+3.4%

0.20%Fee0.03%

3–1SMMV 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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026