Compare · 3 funds side by side · dividends reinvested

VO, SMLF and VTV

VOVanguard×SMLFiShares×VTVVanguard×

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

VO, SMLF 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%$184B1.0

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.4%+6.7%−8.2%13.2%$103B2.4

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%0.99%+14.9%+16.0%+20.6%+9.2%−8.7%17.5%$4.3B2.5

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: VO 2004 · SMLF 2015 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Mid-Cap ETF · $103B$13,809

VO

SMLF

iShares U.S. Small-Cap Equity Factor ETF · $4.3B$15,507

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

VOMeasure

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VO vs SMLF: Top 5 Holdings

Today

VO

5.3%in top 5

SMLF

in top 53.3%

VOStockSMLF

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

Cost, Income and Risk

Fees: VO, SMLF, VTV

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VTV0.03%$3

SMLF0.15%$15

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

Yields: VO, SMLF, VTV

1Y

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$15.8B

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%

SMLF

+14.0%Year to dateJan 1 → Nov 12+14.9%

+13.7%1 yearTotal return+16.0%

+18.4%3 years · per year$10,000 became $16,605 · $17,531+20.6%

+6.7%5 years · per year$10,000 became $13,809 · $15,507+9.2%

0.03%Expense ratio$3 · $15 a year on $10k · lower is better0.15%

1.35%Trailing 12-mo yield$135 · $99 a year on $10k0.99%

−8.2%Worst dropSmaller is better−8.7%

13.2%VolatilityLower is calmer17.5%

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

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5EME0.8%

not top 5WSM0.7%

not top 5JBL0.6%

not top 5NVT0.6%

not top 5RS0.6%

Held in common0.9%

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

VO vs SMLF Returns, Every Period

5Y

VanguardVO

+6.7%

5 years, per year

SMLFiShares

+9.2%

5 years, per year

VOSMLFFaded: behind in that period

0–4SMLF wins

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

VO vs VTV

YTD

VanguardVO

+14.0%

VTVVanguard

+21.7%

+14.0%Year to date+21.7%

−8.2%Worst drop · 1Y−6.4%

13.2%Volatility · 1Y10.8%

1.3%Yield1.8%

$103BAssets$184B

4–0VTV wins

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

1.82%highest, VTV

FundTrailing yieldYield$10k

VTV1.82%$182

VO1.35%$135

SMLF0.99%$99

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

Income After Fees on $10,000

1Y

$179most kept, VTV

VTV$182 − $3 = $179

VO$135 − $3 = $132

SMLF$99 − $15 = $84

KeptFee

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

Overlap: VO, SMLF, VTV

Today

28.5%most shared, VO and VTV

VOSMLFVTV

VO—0.9%28.5%

SMLF0.9%—0.1%

VTV28.5%0.1%—

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

VTVWorst drop−6.4%10.8% vol

VOWorst drop−8.2%13.2% vol

SMLFWorst drop−8.7%17.5% vol

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

Paid More vs Made More

YTD

VTVSMLF

+21.7%Year to date+14.9%

1.8%Yield1.0%

+24.0%Past year+16.0%

0.03%Fee0.15%

4–0VTV 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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VO, SMLF and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three