SMMD vs VTV

ASMMD

BVTV

Measures won0–6VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · SMMD $13,594

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.1%SMMD and VTV

SMMD

VTV

iShares Russell 2500 ETF · $4.1BVanguard Morningstar Value ETF · $184B

+19.8%3 years · per year$17,204 · $17,687+20.9%

+6.3%5 years · per year$13,594 · $17,585+12.0%

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

1.17%12-mo yield$117 · $187 on $10k1.87%

−9.7%Worst dropSmaller wins−6.4%

17.0%VolatilityLower wins10.7%

0–6VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMMD · VTV

0.3%PKG0.1%

0.3%SNA0.1%

Held in common0.1%

End-of-day Nov 6, 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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ASMMD	iShares Russell 2500 ETFRead Desk		0.23%	1.17%	+0.5%	+14.5%	+16.9%	+19.8%	+6.3%	−9.7%	$4.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ASMMD	iShares Russell 2500 ETFRead Desk		0.23%	1.17%	+0.5%	+14.5%	+16.9%	+19.8%	+6.3%	−9.7%	$4.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SMMD vs VTV

SMMD

iShares Russell 2500

$13,594

VTV

Vanguard Morningstar Value

$17,585

MeasureSMMDVTV

Fee0.23%0.03%

Cost on $10k a year$23$3

Yield1.17%1.87%

5 years, per year+6.3%+12.0%

3 years, per year+19.8%+20.9%

Worst drop · 1Y−9.7%−6.4%

Volatility · 1Y17.0%10.7%

6–0measures won
VTV first

0.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SMMD, VTV

Today

0.1%most shared, SMMD and VTV

SMMDVTV

SMMD—0.1%

VTV0.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

SMMD$117 − $23 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee