VO vs SMMV5YVOVOAvsBSMMVSMMVVanguard Morningstar Mid-Cap ETF · $103BiShares MSCI USA Small-Cap Min Vol Factor ETF · $281MReturns · dividends in+18.5%3 years · per year$16,641 · $15,097+14.7%+6.6%5 years · per year$13,748 · $13,103+5.6%Cost and income0.03%Expense ratio$3 · $20 on $10k · lower wins0.20%1.35%12-mo yield$135 · $156 on $10k
Overlap: VO, SMMV, IJHToday27.8%most shared, SMMV and IJHVOSMMVIJHVO—0.1%0.2%SMMV0.1%—27.8%IJH0.2%27.8%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
VO vs SMMV5YAVOVanguard Morningstar Mid-Cap$13,748vsSMMVBiShares MSCI USA Small-Cap Min Vol Factor$13,103$8k$10k$12kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AVOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.35%0.0%+14.0%+13.7%+18.5%+6.6%−8.2%$103.4B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$123.7B3BSMMViShares MSCI USA Small-Cap Min Vol Factor ETFReadDesk0.20%1.56%+0.3%+10.5%+12.3%+14.7%+5.6%−7.0%$281MEnd-of-day Nov 13, 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▲▼1AVOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.35%0.0%+14.0%+13.7%+18.5%+6.6%−8.2%$103.4B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$123.7B3BSMMViShares MSCI USA Small-Cap Min Vol Factor ETFReadDesk0.20%1.56%+0.3%+10.5%+12.3%+14.7%+5.6%−7.0%$281MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: VO, SMMV, IJHToday27.8%most shared, SMMV and IJHVOSMMVIJHVO—0.1%0.2%SMMV0.1%—27.8%IJH0.2%27.8%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$136most kept, SMMVSMMV$156 − $20 = $136VO$135 − $3 = $132IJH$122 − $5 = $117KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee