Compare · 3 funds side by side · dividends reinvested

SMMV, XLF and VTV

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,885VTV · best of the three

Story of the three · IncomeMost incomeVTV · 1.82% · $182 a year on $10k

Story of the three · RiskSmallest drop

SMMV, XLF and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.82%+21.7%+24.0%+21.2%+12.3%−6.4%10.8%$184B1.3

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.56%+10.2%+11.9%+14.3%+5.6%−7.0%9.8%$282M2.3

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.6%+11.1%+22.0%+9.7%−14.8%15.3%$54.1B2.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: SMMV 2016 · XLF 1998 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI USA Small-Cap Min Vol Factor ETF · $282M$13,128

SMMV

XLF

State Street Financial Select Sector SPDR ETF · $54.1B$15,861

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

SMMV

More Ways to See the Pairs

SMMV vs XLF: Top 5 Holdings

Today

SMMV

6.9%in top 5

XLF

in top 543.6%

SMMVStockXLF

not top 5BRK-B13.3%

not top 5JPM11.1%

not top 5V8.8%

not top 5MA6.5%

not top 5BAC4.0%

Cost, Income and Risk

Fees: SMMV, XLF, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

XLF0.08%$8

SMMV0.20%$20

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: SMMV, XLF, VTV

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+21.7%

SCHVSchwab

+19.2%

+21.7%Year to date+19.2%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

XLF

+10.2%Year to dateJan 1 → Nov 12+7.6%

+11.9%1 yearTotal return+11.1%

+14.3%3 years · per year$10,000 became $14,918 · $18,140+22.0%

+5.6%5 years · per year$10,000 became $13,128 · $15,861+9.7%

0.20%Expense ratio$20 · $8 a year on $10k · lower is better0.08%

1.56%Trailing 12-mo yield$156 · $142 a year on $10k1.42%

−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 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

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 common0.5%

End-of-day Nov 12, 2026 · share of each fund

SMMV vs XLF Returns, Every Period

5Y

iSharesSMMV

+5.6%

5 years, per year

XLFSPDR

+9.7%

5 years, per year

SMMVXLFFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

SMMV vs VTV

YTD

iSharesSMMV

+10.2%

VTVVanguard

+21.7%

+10.2%Year to date+21.7%

−7.0%Worst drop · 1Y−6.4%

9.8%Volatility · 1Y10.8%

1.6%Yield1.8%

$282MAssets$184B

3–1VTV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.82%highest, VTV

FundTrailing yieldYield$10k

VTV1.82%$182

SMMV1.56%$156

XLF1.42%$142

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

Income After Fees on $10,000

1Y

$179most kept, VTV

VTV$182 − $3 = $179

SMMV$156 − $20 = $136

XLF$142 − $8 = $134

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SMMV, XLF, VTV

Today

22.0%most shared, XLF and VTV

SMMVXLFVTV

SMMV—0.5%0.0%

XLF0.5%—22.0%

VTV0.0%22.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+24.0%VTV, at 10.8% volatility

SMMVWorst drop−7.0%9.8% vol

VTVWorst drop−6.4%10.8% vol

XLFWorst drop−14.8%15.3% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

VTVSMMV

+21.7%Year to date+10.2%

1.8%Yield1.6%

+24.0%Past year+11.9%

0.03%Fee0.20%

4–0VTV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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SMMV, XLF and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three