Compare · 3 funds side by side · dividends reinvested

SMMV, VUG and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

SMMV, VUG and VOO, 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%$277M1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

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 · VOO 2010

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

Stocks vs Core: SMMV vs VOO

YTD

iSharesSMMV

+8.8%

VOOVanguard

+8.7%

+8.8%Year to date+8.7%

−7.0%Worst drop · 1Y−8.9%

9.8%Volatility · 1Y13.5%

1.6%Yield1.1%

$277MAssets$1.00T

4–0SMMV wins

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

Cost, Income and Risk

Fees: SMMV, VUG, VOO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VOO0.03%$3

SMMV0.20%$20

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

Yields: SMMV, VUG, VOO

1.58%highest, SMMV

FundTrailing yieldYield$10k

SMMV1.58%$158

VOO1.10%$110

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

VOO$110 − $3 = $107

VUG$42 − $3 = $39

KeptFee

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

Overlap: SMMV, VUG, VOO

Today

58.2%most shared, VUG and VOO

SMMVVUGVOO

SMMV—0.0%0.3%

VUG0.0%—58.2%

VOO0.3%58.2%—

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

Return vs Bumpiness: 3 ETFs

+11.9%SMMV, at 9.8% volatility

SMMVWorst drop−7.0%9.8% vol

VOOWorst drop−8.9%13.5% 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

SMMVVOO

+8.8%Year to date+8.7%

1.6%Yield1.1%

+11.9%Past year+9.8%

0.20%Fee0.03%

3–1SMMV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026