Compare · 4 funds side by side · dividends reinvested

VB, SMMV, VTV and VUG

VBVanguard×SMMViShares×VTVVanguard×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,585VTV · best of the four

02 / 04

VB, SMMV, VTV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.3

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.28%+11.8%+14.0%+18.5%+6.0%−9.0%16.2%$76.9B2.5

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%$277M2.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B3.0

Rank among the four1st → 4thFee, 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: VB 2004 · SMMV 2016 · VTV 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap ETF · $76.9B$13,413

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF · $277M$13,312

$10,000 five years ago, dividends reinvested · they hold 21.3% in common

VBMeasureSMMV

+11.8%Year to dateJan 1 → Nov 6+8.8%

+14.0%1 yearTotal return+11.9%

+18.5%3 years · per year$10,000 became $16,654 · $15,003+14.5%

+6.0%5 years · per year$10,000 became $13,413 · $13,312+5.9%

0.03%Expense ratio$3 · $20 a year on $10k · lower is better0.20%

1.28%Trailing 12-mo yield$128 · $158 a year on $10k1.58%

−9.0%Worst dropSmaller is better−7.0%

16.2%VolatilityLower is calmer9.8%

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

5–3VB wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VB vs SMMV: Top 5 Holdings

Today

2.9%in top 5

SMMV

in top 56.9%

VBStockSMMV

not top 5PNW1.5%

not top 5RNR1.5%

not top 5OHI1.4%

not top 5THG1.3%

not top 5ADC1.3%

0.7%NTRAnot top 5

0.6%TWLOnot top 5

0.5%RVMDnot top 5

0.5%ILMNnot top 5

0.5%Pnot top 5

Held in common21.3%

End-of-day Nov 6, 2026 · share of each fund

VB vs SMMV Returns, Every Period

VanguardVB

+6.0%

5 years, per year

SMMViShares

+5.9%

5 years, per year

VBSMMVFaded: behind in that period

4–0VB wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

VB vs VTV

YTD

VanguardVB

+11.8%

VTVVanguard

+18.5%

+11.8%Year to date+18.5%

−9.0%Worst drop · 1Y−6.4%

16.2%Volatility · 1Y10.7%

1.3%Yield1.9%

$76.9BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: VB, SMMV, VTV, VUG

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VTV0.03%$3

VUG0.03%$3

SMMV0.20%$20

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

Yields: VB, SMMV, VTV, VUG

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

SMMV1.58%$158

VB1.28%$128

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

SMMV$158 − $20 = $138

VB$128 − $3 = $125

VUG$42 − $3 = $39

KeptFee

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

Overlap: VB, SMMV, VTV, VUG

Today

21.3%most shared, VB and SMMV

VBSMMVVTVVUG

VB—21.3%0.7%0.4%

SMMV21.3%—0.0%0.0%

VTV0.7%0.0%—1.9%

VUG0.4%0.0%1.9%—

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

Return vs Bumpiness: 4 ETFs

+22.9%VTV, at 10.7% volatility

SMMVWorst drop−7.0%9.8% vol

VTVWorst drop−6.4%10.7% vol

VBWorst drop−9.0%16.2% 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

VTVVB

+18.5%Year to date+11.8%

1.9%Yield1.3%

+22.9%Past year+14.0%

0.03%Fee0.03%

3–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 6, 2026