SMMV vs VOO

ASMMV

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income1.58%SMMV · $158 on $10k

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

Held in common0.3%SMMV and VOO

SMMV

VOO

iShares MSCI USA Small-Cap Min Vol Factor ETF · $277MVanguard S&P 500 ETF · $1.00T

+14.5%3 years · per year$15,003 · $18,079+21.8%

+5.9%5 years · per year$13,312 · $17,177+11.4%

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

1.58%12-mo yield$158 · $110 on $10k1.10%

−7.0%Worst dropSmaller wins−8.9%

9.8%VolatilityLower wins13.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMMV · VOO

0.2%AKAM0.0%

0.3%APA0.0%

0.2%ALLE0.0%

0.5%AIZ0.0%

Held in common0.3%

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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	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

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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	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

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 VOO

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,312

VOO

Vanguard S&P 500

$17,177

MeasureSMMVVOO

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield1.58%1.10%

5 years, per year+5.9%+11.4%

3 years, per year+14.5%+21.8%

Worst drop · 1Y−7.0%−8.9%

Volatility · 1Y9.8%13.5%

3–3measures won
level

0.3%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM 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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: SMMV, VOO, IVV

Today

92.2%most shared, VOO and IVV

SMMVVOOIVV

SMMV—0.3%0.3%

VOO0.3%—92.2%

IVV0.3%92.2%—

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

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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