Compare · 3 funds side by side · dividends reinvested

VO, SMMV and VTV

VOVanguard×SMMViShares×VTVVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,803VTV · best of the three

Story of the three · IncomeMost incomeVTV · 1.83% · $183 a year on $10k

Story of the three · RiskSmallest drop

VO, SMMV and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+24.8%+20.7%+12.2%−6.4%10.8%$184B1.1

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+14.4%+18.0%+6.7%−8.2%13.0%$103B2.3

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%$281M2.5

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

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

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, VTV

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VTV0.03%$3

SMMV0.20%$20

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

Yields: VO, SMMV, VTV

1Y

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

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 VTV

YTD

VanguardVO

+13.6%

VTVVanguard

+21.0%

+13.6%Year to date+21.0%

−8.2%Worst drop · 1Y−6.4%

13.0%Volatility · 1Y10.8%

1.4%Yield1.8%

$103BAssets$184B

4–0VTV wins

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

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

SMMV1.55%$155

VO1.35%$135

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

Income After Fees on $10,000

1Y

$180most kept, VTV

VTV$183 − $3 = $180

SMMV$155 − $20 = $135

VO$135 − $3 = $132

KeptFee

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

Overlap: VO, SMMV, VTV

Today

28.5%most shared, VO and VTV

VOSMMVVTV

VO—0.1%28.5%

SMMV0.1%—0.0%

VTV28.5%0.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+24.8%VTV, at 10.8% volatility

SMMVWorst drop−7.0%9.8% vol

VTVWorst drop−6.4%10.8% vol

VOWorst drop−8.2%13.0% vol

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

Paid More vs Made More

YTD

VTVVO

+21.0%Year to date+13.6%

1.8%Yield1.4%

+24.8%Past year+14.4%

0.03%Fee0.03%

3–0VTV 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 VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three