SMMV vs VB

ASMMV

BVB

Measures won4–2SMMV wins · of 6 · 5Y

$10,000 · 5Y$13,412SMMV · VB $13,310

Lowest cost0.03%VB · $3 on $10k

Most income1.57%SMMV · $157 on $10k

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

Held in common21.4%SMMV and VB

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF · $285MVanguard Morningstar Small-Cap ETF · $76.9B

+15.1%3 years · per year$15,234 · $16,641+18.5%

+6.0%5 years · per year$13,412 · $13,310+5.9%

0.20%Expense ratio$20 · $3 on $10k · lower wins0.03%

1.57%12-mo yield$157 · $129 on $10k1.28%

−7.0%Worst dropSmaller wins−9.0%

9.8%VolatilityLower wins16.2%

4–2SMMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMMV · VB

0.5%RGLD0.3%

0.3%WWD0.2%

0.4%SNX0.2%

0.2%USFD0.3%

Held in common21.4%

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	ASMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk		0.20%	1.57%	−2.0%	+9.6%	+13.3%	+15.1%	+6.0%	−7.0%	$285M
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B

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	ASMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk		0.20%	1.57%	−2.0%	+9.6%	+13.3%	+15.1%	+6.0%	−7.0%	$285M
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B

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

SMMV vs VB

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,413

Vanguard Morningstar Small-Cap

$13,310

MeasureSMMVVB

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield1.57%1.28%

5 years, per year+6.0%+5.9%

3 years, per year+15.1%+18.5%

Worst drop · 1Y−7.0%−9.0%

Volatility · 1Y9.8%16.2%

4–2measures won
SMMV first

21.4%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

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

Overlap: SMMV, VB

Today

21.4%most shared, SMMV and VB

SMMVVB

SMMV—21.4%

VB21.4%—

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

Income After Fees on $10,000

$137most kept, SMMV

SMMV$157 − $20 = $137

VB$129 − $3 = $126

KeptFee

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