VO vs SMMV5YVOVOAvsBSMMVSMMVVanguard Morningstar Mid-Cap ETF · $103BiShares MSCI USA Small-Cap Min Vol Factor ETF · $281MReturns · dividends in+18.0%3 years · per year$16,445 · $14,846+14.1%+6.7%5 years · per year$13,829 · $13,291+5.9%Cost and income0.03%Expense ratio$3 · $20 on $10k · lower wins0.20%1.35%12-mo yield$135 · $155 on $10k
Overlap: VO, SMMV, IWFToday9.3%most shared, VO and IWFVOSMMVIWFVO—0.1%9.3%SMMV0.1%—0.6%IWF9.3%0.6%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
VO vs SMMV5YAVOVanguard Morningstar Mid-Cap$13,829vsSMMVBiShares MSCI USA Small-Cap Min Vol Factor$13,291$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▲▼1IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−0.9%−3.4%−2.9%+19.1%+9.4%−14.6%$118.1B2AVOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.35%+0.3%+13.6%+14.4%+18.0%+6.7%−8.2%$103.4B3BSMMViShares MSCI USA Small-Cap Min Vol Factor ETFReadDesk0.20%1.55%+0.3%+10.6%+13.7%+14.1%+5.9%−7.0%$281MEnd-of-day Nov 10, 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▲▼1IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−0.9%−3.4%−2.9%+19.1%+9.4%−14.6%$118.1B2AVOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.35%+0.3%+13.6%+14.4%+18.0%+6.7%−8.2%$103.4B3BSMMViShares MSCI USA Small-Cap Min Vol Factor ETFReadDesk0.20%1.55%+0.3%+10.6%+13.7%+14.1%+5.9%−7.0%$281MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.4%vsBSSCHGSchwab+4.1%Jan 1Nov 10+3.4%+4.1%+3.4%Year to date+4.1%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
Overlap: VO, SMMV, IWFToday9.3%most shared, VO and IWFVOSMMVIWFVO—0.1%9.3%SMMV0.1%—0.6%IWF9.3%0.6%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$135most kept, SMMVSMMV$155 − $20 = $135VO$135 − $3 = $132IWF$38 − $18 = $20KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee