VB vs SMMV

AVB

BSMMV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$13,830IJH · VB $13,413

Lowest cost0.03%VB · $3 on $10k

Most income1.58%SMMV · $158 on $10k

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

Held in common21.3%VB and SMMV

SMMV

Vanguard Morningstar Small-Cap ETF · $76.9BiShares MSCI USA Small-Cap Min Vol Factor ETF · $279M

+18.5%3 years · per year$16,654 · $15,003+14.5%

+6.0%5 years · per year$13,413 · $13,312+5.9%

0.03%Expense ratio$3 · $20 on $10k · lower wins0.20%

1.28%12-mo yield$128 · $158 on $10k1.58%

−9.0%Worst dropSmaller wins−7.0%

16.2%VolatilityLower wins9.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVB · SMMV

0.3%RGLD0.6%

0.2%WWD0.2%

0.2%SNX0.4%

0.3%USFD0.2%

Held in common21.3%

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	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B
3	BSMMV	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%	$279M

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	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B
3	BSMMV	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%	$279M

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

VB vs SMMV

Vanguard Morningstar Small-Cap

$13,414

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,312

MeasureVBSMMV

Fee0.03%0.20%

Cost on $10k a year$3$20

Yield1.28%1.58%

5 years, per year+6.0%+5.9%

3 years, per year+18.5%+14.5%

Worst drop · 1Y−9.0%−7.0%

Volatility · 1Y16.2%9.8%

3–3measures won
level

21.3%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: VB, SMMV, IJH

Today

41.6%most shared, VB and IJH

VBSMMVIJH

VB—21.3%41.6%

SMMV21.3%—28.2%

IJH41.6%28.2%—

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

VB$128 − $3 = $125

IJH$126 − $5 = $121

KeptFee

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