SMMV vs VIG

ASMMV

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,331VIG · SMMV $13,412

Lowest cost0.04%VIG · $4 on $10k

Most income1.57%SMMV · $157 on $10k

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

Held in common2.0%SMMV and VIG

SMMV

VIG

iShares MSCI USA Small-Cap Min Vol Factor ETF · $285MVanguard Dividend Appreciation ETF · $109B

+15.1%3 years · per year$15,234 · $16,814+18.9%

+6.0%5 years · per year$13,412 · $16,331+10.3%

0.20%Expense ratio$20 · $4 on $10k · lower wins0.04%

1.57%12-mo yield$157 · $149 on $10k1.49%

−7.0%Worst dropSmaller wins−7.9%

9.8%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSMMV · VIG

0.5%RGLD0.1%

0.2%RGA0.1%

0.1%ITT0.1%

1.4%RNR0.1%

Held in common2.0%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	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

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	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

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 VIG

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,413

VIG

Vanguard Dividend Appreciation

$16,331

MeasureSMMVVIG

Fee0.20%0.04%

Cost on $10k a year$20$4

Yield1.57%1.49%

5 years, per year+6.0%+10.3%

3 years, per year+15.1%+18.9%

Worst drop · 1Y−7.0%−7.9%

Volatility · 1Y9.8%10.8%

3–3measures won
level

2.0%

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO 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, VIG

Today

2.0%most shared, SMMV and VIG

SMMVVIG

SMMV—2.0%

VIG2.0%—

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

SMMV$157 − $20 = $137

KeptFee

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