Compare · 3 funds side by side · dividends reinvested

SMMV, XLF and IWF

SMMViShares×XLFSPDR×IWFiShares×
$5k$7.5k$10k$12.5k$15k$17.5kLow $7,669 · 2022XLF$15,474IWF$15,441SMMV$13,312Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,474XLF · best of the three
02 / 04

SMMV, XLF 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%1.58%+8.8%+11.9%+14.5%+5.9%−7.0%9.8%$279M1.8
State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B1.8
iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.5
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 6, 2026 · returns include dividends · since: SMMV 2016 · XLF 1998 · IWF 2000
@TheETFTracker·theetftracker.com

Head to Head

5Y
iShares MSCI USA Small-Cap Min Vol Factor ETF · $279M$13,312
SMMV
XLF
State Street Financial Select Sector SPDR ETF · $55.5B$15,474

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

SMMVMeasureXLF
+8.8%Year to dateJan 1 → Nov 6+5.7%
+11.9%1 yearTotal return+10.4%
+14.5%3 years · per year$10,000 became $15,003 · $18,391+22.5%
+5.9%5 years · per year$10,000 became $13,312 · $15,474+9.1%
0.20%Expense ratio$20 · $8 a year on $10k · lower is better0.08%
1.58%Trailing 12-mo yield$158 · $144 a year on $10k1.44%
−7.0%Worst dropSmaller is better−14.8%
9.8%VolatilityLower is calmer15.3%
SMMVXLF 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
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

SMMV vs XLF: Top 5 Holdings

Today
SMMV
6.9%in top 5
XLF
in top 543.7%
SMMVStockXLF
not top 5BRK-B13.2%
not top 5JPM11.1%
not top 5V8.9%
not top 5MA6.5%
not top 5BAC4.0%
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 common0.5%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

SMMV vs XLF Returns, Every Period

5Y
iSharesSMMV
+5.9%
5 years, per year
XLFSPDR
+9.1%
5 years, per year
0%+10%+20%+30%+8.8%+5.7%YTD+11.9%+10.4%1 year+14.5%+22.5%3 yrs · yr+5.9%+9.1%5 yrs · yr
SMMVXLFFaded: behind in that period
2–2Level
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Stocks vs Sector: SMMV vs XLF

YTD
iSharesSMMV
+8.8%
XLFSPDR
+5.7%
Jan 1Nov 6+8.8%+5.7%
+8.8%Year to date+5.7%
−7.0%Worst drop · 1Y−14.8%
9.8%Volatility · 1Y15.3%
1.6%Yield1.4%
$279MAssets$55.5B
4–0SMMV wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: SMMV, XLF, IWF

Today
0.08%lowest, XLF
FundExpense ratioFee$10k
XLF0.08%$8
IWF0.18%$18
SMMV0.20%$20
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: SMMV, XLF, IWF

1Y
1.58%highest, SMMV
FundTrailing yieldYield$10k
SMMV1.58%$158
XLF1.44%$144
IWF0.39%$39
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$138most kept, SMMV
SMMV$158 − $20 = $138
XLF$144 − $8 = $136
IWF$39 − $18 = $21
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: SMMV, XLF, IWF

Today
5.3%most shared, XLF and IWF
SMMVXLFIWF
SMMV—0.5%0.6%
XLF0.5%—5.3%
IWF0.6%5.3%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+11.9%SMMV, at 9.8% volatility
−10%−5%0%+5%+10%+15%5%10%15%20%25%Volatility · 1 year → bumpierSMMV +11.9%XLF +10.4%IWF −6.5%
SMMVWorst drop−7.0%9.8% vol
XLFWorst drop−14.8%15.3% vol
IWFWorst drop−14.6%19.4% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
SMMVXLF
Jan 1Nov 6+8.8%+5.7%
+8.8%Year to date+5.7%
1.6%Yield1.4%
+11.9%Past year+10.4%
0.20%Fee0.08%
3–1SMMV wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

VUG vs SCHG

YTD
VanguardVUG
+1.4%
SCHGSchwab
+1.9%
Jan 1Nov 6+1.4%+1.9%
+1.4%Year to date+1.9%
0.03% · $3Fee · on $10k a year0.04% · $4
$233BAssets$59.1B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+5.3%
+3.2%Year to date+5.3%
12.8%Yield8.1%
$42.6BAssets$46.8B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com