Compare · 4 funds side by side · dividends reinvested

VB, SMMV, VUG and VTV

VBVanguard×SMMViShares×VUGVanguard×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,865VTV · best of the four

02 / 04

VB, SMMV, VUG and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.3

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.24%+15.3%+19.2%+18.8%+6.2%−9.0%16.4%$76.9B2.5

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.56%+10.3%+14.4%+14.6%+5.8%−7.0%9.8%$281M2.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$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 9, 2026 · returns include dividends · since: VB 2004 · SMMV 2016 · VUG 2004 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap ETF · $76.9B$13,532

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF · $281M$13,257

$10,000 five years ago, dividends reinvested · they hold 21.4% in common

VBMeasureSMMV

+15.3%Year to dateJan 1 → Nov 9+10.3%

+19.2%1 yearTotal return+14.4%

+18.8%3 years · per year$10,000 became $16,782 · $15,054+14.6%

+6.2%5 years · per year$10,000 became $13,532 · $13,257+5.8%

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

1.24%Trailing 12-mo yield$124 · $156 a year on $10k1.56%

−9.0%Worst dropSmaller is better−7.0%

16.4%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 9, 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 common21.4%

End-of-day Nov 9, 2026 · share of each fund

VB vs SMMV Returns, Every Period

VanguardVB

+6.2%

5 years, per year

SMMViShares

+5.8%

5 years, per year

VBSMMVFaded: behind in that period

4–0VB wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

VB vs VTV

YTD

VanguardVB

+15.3%

VTVVanguard

+20.9%

+15.3%Year to date+20.9%

−9.0%Worst drop · 1Y−6.4%

16.4%Volatility · 1Y10.8%

1.2%Yield1.8%

$76.9BAssets$184B

4–0VTV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VB, SMMV, VUG, VTV

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VUG0.03%$3

VTV0.03%$3

SMMV0.20%$20

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: VB, SMMV, VUG, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

SMMV1.56%$156

VB1.24%$124

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

SMMV$156 − $20 = $136

VB$124 − $3 = $121

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VB, SMMV, VUG, VTV

Today

21.4%most shared, VB and SMMV

VBSMMVVUGVTV

VB—21.4%0.4%0.7%

SMMV21.4%—0.0%0.0%

VUG0.4%0.0%—1.9%

VTV0.7%0.0%1.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+25.4%VTV, at 10.8% volatility

SMMVWorst drop−7.0%9.8% vol

VTVWorst drop−6.4%10.8% vol

VBWorst drop−9.0%16.4% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VTVVB

+20.9%Year to date+15.3%

1.8%Yield1.2%

+25.4%Past year+19.2%

0.03%Fee0.03%

3–0VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$77.9BAssets$76.9B

1–1level

End-of-day Nov 9, 2026