Compare · 3 funds side by side · dividends reinvested

VO, SMMV and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,699IWF · best of the three

Story of the three · IncomeMost incomeSMMV · 1.55% · $155 a year on $10k

Story of the three · RiskSmallest drop

VO, SMMV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+14.4%+18.0%+6.7%−8.2%13.0%$103B1.6

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.55%+10.6%+13.7%+14.1%+5.9%−7.0%9.8%$281M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B2.4

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

End-of-day Nov 10, 2026 · returns include dividends · since: VO 2004 · SMMV 2016 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Mid-Cap ETF · $103B$13,829

VO

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF · $281M$13,291

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

VOMeasure

More Ways to See the Pairs

VO vs SMMV: Top 5 Holdings

Today

VO

5.3%in top 5

SMMV

in top 56.9%

VOStockSMMV

not top 5PNW1.5%

not top 5RNR1.4%

not top 5OHI1.4%

not top 5THG1.3%

not top 5ADC1.3%

Cost, Income and Risk

Fees: VO, SMMV, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

SMMV0.20%$20

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

Yields: VO, SMMV, IWF

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SMMV

+13.6%Year to dateJan 1 → Nov 10+10.6%

+14.4%1 yearTotal return+13.7%

+18.0%3 years · per year$10,000 became $16,445 · $14,846+14.1%

+6.7%5 years · per year$10,000 became $13,829 · $13,291+5.9%

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

1.35%Trailing 12-mo yield$135 · $155 a year on $10k1.55%

−8.2%Worst dropSmaller is better−7.0%

13.0%VolatilityLower is calmer9.8%

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

5–3VO wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

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

Held in common0.1%

End-of-day Nov 10, 2026 · share of each fund

VO vs SMMV Returns, Every Period

5Y

VanguardVO

+6.7%

5 years, per year

SMMViShares

+5.9%

5 years, per year

VOSMMVFaded: behind in that period

4–0VO wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

VO vs SMMV

YTD

VanguardVO

+13.6%

SMMViShares

+10.6%

+13.6%Year to date+10.6%

−8.2%Worst drop · 1Y−7.0%

13.0%Volatility · 1Y9.8%

1.4%Yield1.6%

$103BAssets$281M

3–1SMMV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1.55%highest, SMMV

FundTrailing yieldYield$10k

SMMV1.55%$155

VO1.35%$135

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$135most kept, SMMV

SMMV$155 − $20 = $135

VO$135 − $3 = $132

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: VO, SMMV, IWF

Today

9.3%most shared, VO and IWF

VOSMMVIWF

VO—0.1%9.3%

SMMV0.1%—0.6%

IWF9.3%0.6%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+14.4%VO, at 13.0% volatility

SMMVWorst drop−7.0%9.8% vol

VOWorst drop−8.2%13.0% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SMMVVO

+10.6%Year to date+13.6%

1.6%Yield1.4%

+13.7%Past year+14.4%

0.20%Fee0.03%

3–1VO wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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VO, SMMV and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three