Compare · 3 funds side by side · dividends reinvested

SMMV, XLV and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,326VUG · best of the three

Story of the three · IncomeMost incomeSMMV · 1.56% · $156 a year on $10k

Story of the three · RiskSmallest drop

SMMV, XLV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.36%+22.8%+26.7%+15.4%+8.7%−10.5%16.8%$50.5B1.8

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%$281M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$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 12, 2026 · returns include dividends · since: SMMV 2016 · XLV 1998 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI USA Small-Cap Min Vol Factor ETF · $281M$13,128

SMMV

XLV

State Street Health Care Select Sector SPDR ETF · $50.5B$15,163

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

SMMV

More Ways to See the Pairs

SMMV vs XLV: Top 5 Holdings

Today

SMMV

6.9%in top 5

XLV

in top 544.9%

SMMVStockXLV

not top 5LLY16.8%

not top 5JNJ9.9%

not top 5ABBV7.6%

not top 5MRK5.3%

not top 5UNH5.3%

Cost, Income and Risk

Fees: SMMV, XLV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

XLV0.08%$8

SMMV0.20%$20

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

Yields: SMMV, XLV, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.9B

1–1level

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

XLV

+10.2%Year to dateJan 1 → Nov 12+22.8%

+11.9%1 yearTotal return+26.7%

+14.3%3 years · per year$10,000 became $14,918 · $15,385+15.4%

+5.6%5 years · per year$10,000 became $13,128 · $15,163+8.7%

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

1.56%Trailing 12-mo yield$156 · $136 a year on $10k1.36%

−7.0%Worst dropSmaller is better−10.5%

9.8%VolatilityLower is calmer16.8%

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

3–5XLV 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 common0.4%

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

SMMV vs XLV Returns, Every Period

5Y

iSharesSMMV

+5.6%

5 years, per year

XLVSPDR

+8.7%

5 years, per year

SMMVXLVFaded: behind in that period

0–4XLV wins

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

Stocks vs Sector: SMMV vs XLV

YTD

iSharesSMMV

+10.2%

XLVSPDR

+22.8%

+10.2%Year to date+22.8%

−7.0%Worst drop · 1Y−10.5%

9.8%Volatility · 1Y16.8%

1.6%Yield1.4%

$281MAssets$50.5B

3–1SMMV wins

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

1Y

1.56%highest, SMMV

FundTrailing yieldYield$10k

SMMV1.56%$156

XLV1.36%$136

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$136most kept, SMMV

SMMV$156 − $20 = $136

XLV$136 − $8 = $128

VUG$41 − $3 = $38

KeptFee

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

Overlap: SMMV, XLV, VUG

Today

4.1%most shared, XLV and VUG

SMMVXLVVUG

SMMV—0.4%0.0%

XLV0.4%—4.1%

VUG0.0%4.1%—

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

Return vs Bumpiness: 3 ETFs

1Y

+26.7%XLV, at 16.8% volatility

SMMVWorst drop−7.0%9.8% vol

XLVWorst drop−10.5%16.8% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

SMMVXLV

+10.2%Year to date+22.8%

1.6%Yield1.4%

+11.9%Past year+26.7%

0.20%Fee0.08%

3–1XLV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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SMMV, XLV and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three