SMMV vs VO

ASMMV

BVO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$13,616VO · SMMV $13,412

Lowest cost0.03%VO · $3 on $10k

Most income1.57%SMMV · $157 on $10k

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

Held in common0.1%SMMV and VO

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF · $279MVanguard Morningstar Mid-Cap ETF · $103B

+15.1%3 years · per year$15,234 · $16,795+18.9%

+6.0%5 years · per year$13,412 · $13,616+6.4%

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

1.57%12-mo yield$157 · $139 on $10k1.39%

−7.0%Worst dropSmaller wins−8.2%

9.8%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSMMV · VO

0.2%TKO0.1%

Held in common0.1%

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	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%	$279M

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	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%	$279M

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 VO

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,413

Vanguard Morningstar Mid-Cap

$13,616

MeasureSMMVVO

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield1.57%1.39%

5 years, per year+6.0%+6.4%

3 years, per year+15.1%+18.9%

Worst drop · 1Y−7.0%−8.2%

Volatility · 1Y9.8%12.9%

3–3measures won
level

0.1%

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: SMMV, VO

Today

0.1%most shared, SMMV and VO

SMMVVO

SMMV—0.1%

VO0.1%—

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

VO$139 − $3 = $136

KeptFee

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