Compare · 3 funds side by side · dividends reinvested

VO, SSCP and IJR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,616VO · best of the three

02 / 04

VO, SSCP and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.3

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$108B1.8

SMART Small Cap ETFUS Stock Styles · Small cap0.79%0.00%[…][…][…][…][…][…]$14M3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: VO 2004 · SSCP 2026 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,616

SSCP

SMART Small Cap ETF · $14M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VOMeasureSSCP

+10.7%Year to dateJan 1 → Nov 5[…]

+12.4%1 yearTotal return[…]

+18.9%3 years · per year$10,000 became $16,795 · […][…]

+6.4%5 years · per year$10,000 became $13,616 · […][…]

0.03%Expense ratio$3 · $79 a year on $10k · lower is better0.79%

1.39%Trailing 12-mo yield$139 · $0 a year on $10k0.00%

−8.2%Worst dropSmaller is better[…]

12.9%VolatilityLower is calmer[…]

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

2–0VO wins

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

More Ways to See the Pairs

VO vs SSCP: Top 5 Holdings

Today

5.3%in top 5

SSCP

in top 535.5%

VOStockSSCP

not top 5VIA7.9%

not top 5QNST7.6%

not top 5MAX7.1%

not top 5GCT6.7%

not top 5PAYS6.2%

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 common0.0%

End-of-day Nov 5, 2026 · share of each fund

VO vs SSCP Returns, Every Period

VanguardVO

+12.4%

past year

SSCPSmart

[…]

past year

Returns […]

VOSSCPFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

VO vs IJR

YTD

VanguardVO

+10.7%

IJRiShares

+15.4%

+10.7%Year to date+15.4%

−8.2%Worst drop · 1Y−9.7%

12.9%Volatility · 1Y16.3%

1.4%Yield1.2%

$103BAssets$108B

3–1VO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VO, SSCP, IJR

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJR0.06%$6

SSCP0.79%$79

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VO, SSCP, IJR

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

IJR1.24%$124

SSCP0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IJR$124 − $6 = $118

SSCP$0 − $79 = −$79

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VO, SSCP, IJR

Today

0.4%most shared, SSCP and IJR

VOSSCPIJR

VO—0.0%0.0%

SSCP0.0%—0.4%

IJR0.0%0.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.4%IJR, at 16.3% volatility

VOWorst drop−8.2%12.9% vol

IJRWorst drop−9.7%16.3% vol

SSCPWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VOIJR

+10.7%Year to date+15.4%

1.4%Yield1.2%

+12.4%Past year+19.4%

0.03%Fee0.06%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026