VO vs SMLF5YVOVOAvsBSMLFSMLFVanguard Morningstar Mid-Cap ETF · $103BiShares U.S. Small-Cap Equity Factor ETF · $4.3BReturns · dividends in+18.8%3 years · per year$16,782 · $17,691+20.9%+6.9%5 years · per year$13,944 · $15,676+9.4%Cost and income0.03%Expense ratio$3 · $15 on $10k · lower wins0.15%1.33%
Overlap: VO, SMLF, IJHToday40.2%most shared, SMLF and IJHVOSMLFIJHVO—1.0%0.2%SMLF1.0%—40.2%IJH0.2%40.2%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
VO vs SMLF5YAVOVanguard Morningstar Mid-Cap$13,944vsSMLFBiShares U.S. Small-Cap Equity Factor$15,676$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSMLFiShares U.S. Small-Cap Equity Factor ETFReadDesk0.15%0.98%+0.9%+16.5%+17.6%+20.9%+9.4%−8.7%$4.3B2AVOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.33%+1.3%+15.0%+15.0%+18.8%+6.9%−8.2%$103.4B3IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.21%+0.8%+14.2%+15.9%+16.7%+6.9%−8.8%$124.5BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSMLFiShares U.S. Small-Cap Equity Factor ETFReadDesk0.15%0.98%+0.9%+16.5%+17.6%+20.9%+9.4%−8.7%$4.3B2AVOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.33%+1.3%+15.0%+15.0%+18.8%+6.9%−8.2%$103.4B3IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.21%+0.8%+14.2%+15.9%+16.7%+6.9%−8.8%$124.5BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 11, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 11, 2026
Overlap: VO, SMLF, IJHToday40.2%most shared, SMLF and IJHVOSMLFIJHVO—1.0%0.2%SMLF1.0%—40.2%IJH0.2%40.2%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$130most kept, VOVO$133 − $3 = $130IJH$121 − $5 = $116SMLF$98 − $15 = $83KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee