SMMV vs IWM

ASMMV

BIWM

Measures won4–2SMMV wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · SMMV $13,312

Lowest cost0.03%VUG · $3 on $10k

Most income1.58%SMMV · $158 on $10k

Smallest drop−7.0%SMMV · worst fall in 1Y

Held in common17.3%SMMV and IWM

SMMV

IWM

iShares MSCI USA Small-Cap Min Vol Factor ETF · $277MiShares Russell 2000 ETF · $76.6B

+14.5%3 years · per year$15,003 · $17,100+19.6%

+5.9%5 years · per year$13,312 · $12,766+5.0%

0.20%Expense ratio$20 · $19 on $10k · lower wins0.19%

1.58%12-mo yield$158 · $100 on $10k1.00%

−7.0%Worst dropSmaller wins−11.1%

9.8%VolatilityLower wins18.7%

4–2SMMV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMMV · IWM

1.0%CTRE0.3%

0.5%PTGX0.3%

0.3%KRYS0.3%

0.3%HQY0.3%

Held in common17.3%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ASMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.58%	−0.7%	+8.8%	+11.9%	+14.5%	+5.9%	−7.0%	$277M
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ASMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.58%	−0.7%	+8.8%	+11.9%	+14.5%	+5.9%	−7.0%	$277M
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B

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

SMMV vs IWM

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,312

IWM

iShares Russell 2000

$12,766

MeasureSMMVIWM

Fee0.20%0.19%

Cost on $10k a year$20$19

Yield1.58%1.00%

5 years, per year+5.9%+5.0%

3 years, per year+14.5%+19.6%

Worst drop · 1Y−7.0%−11.1%

Volatility · 1Y9.8%18.7%

4–2measures won
SMMV first

17.3%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

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

Overlap: SMMV, IWM, VUG

Today

17.3%most shared, SMMV and IWM

SMMVIWMVUG

SMMV—17.3%0.0%

IWM17.3%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$138most kept, SMMV

SMMV$158 − $20 = $138

IWM$100 − $19 = $81

VUG$42 − $3 = $39

KeptFee

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