SMMD vs VO

ASMMD

BVO

Measures won1–5VO wins · of 6 · 5Y

$10,000 · 5Y$13,616VO · SMMD $13,516

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.4%SMMD and VO

SMMD

iShares Russell 2500 ETF · $4.1BVanguard Morningstar Mid-Cap ETF · $103B

+19.8%3 years · per year$17,183 · $16,795+18.9%

+6.2%5 years · per year$13,516 · $13,616+6.4%

0.23%Expense ratio$23 · $3 on $10k · lower wins0.03%

1.18%12-mo yield$118 · $139 on $10k1.39%

−9.7%Worst dropSmaller wins−8.2%

17.0%VolatilityLower wins12.9%

1–5VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMMD · VO

0.3%PKG0.2%

0.3%SNA0.2%

Held in common0.4%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
2	ASMMD	iShares Russell 2500 ETFRead Desk		0.23%	1.18%	−3.9%	+13.9%	+17.7%	+19.8%	+6.2%	−9.7%	$4.1B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
2	ASMMD	iShares Russell 2500 ETFRead Desk		0.23%	1.18%	−3.9%	+13.9%	+17.7%	+19.8%	+6.2%	−9.7%	$4.1B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SMMD vs VO

SMMD

iShares Russell 2500

$13,516

Vanguard Morningstar Mid-Cap

$13,616

MeasureSMMDVO

Fee0.23%0.03%

Cost on $10k a year$23$3

Yield1.18%1.39%

5 years, per year+6.2%+6.4%

3 years, per year+19.8%+18.9%

Worst drop · 1Y−9.7%−8.2%

Volatility · 1Y17.0%12.9%

5–1measures won
VO first

0.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SMMD, VO

Today

0.4%most shared, SMMD and VO

SMMDVO

SMMD—0.4%

VO0.4%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

SMMD$118 − $23 = $95

KeptFee

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