Compare · 3 funds side by side · dividends reinvested

AVSC, VUG and IJR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

AVSC, VUG and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis U.S. Small Cap Equity ETFUS Stock Styles · Small cap0.25%0.97%+23.5%+29.3%+20.1%[…]−8.1%16.2%$3.2B1.6

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$104B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: AVSC 2022 · VUG 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Small Cap Equity ETF · $3.2B[…]

AVSC

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

AVSCMeasureVUG

+23.5%Year to dateJan 1 → Nov 9+4.2%

+29.3%1 yearTotal return+4.7%

+20.1%3 years · per year$10,000 became $17,317 · $18,569+22.9%

[…]5 years · per year$10,000 became […] · $16,565+10.6%

0.25%Expense ratio$25 · $3 a year on $10k · lower is better0.03%

0.97%Trailing 12-mo yield$97 · $41 a year on $10k0.41%

−8.1%Worst dropSmaller is better−15.1%

16.2%VolatilityLower is calmer19.1%

AVSCVUG Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2AVSC wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AVSC vs VUG: Top 5 Holdings

Today

AVSC

1.7%in top 5

VUG

in top 545.2%

AVSCStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

0.4%LIVNnot top 5

0.4%FTDRnot top 5

0.4%CONnot top 5

0.3%HAEnot top 5

0.3%SAICnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

AVSC vs VUG Returns, Every Period

AvantisAVSC

+29.3%

past year

VUGVanguard

+4.7%

past year

AVSCVUGFaded: behind in that period

2–1AVSC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

AVSC vs IJR

YTD

AvantisAVSC

+23.5%

IJRiShares

+18.9%

+23.5%Year to date+18.9%

−8.1%Worst drop · 1Y−9.7%

16.2%Volatility · 1Y16.4%

1.0%Yield1.2%

$3.2BAssets$104B

3–1AVSC wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVSC, VUG, IJR

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

AVSC0.25%$25

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: AVSC, VUG, IJR

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

AVSC0.97%$97

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

AVSC$97 − $25 = $72

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: AVSC, VUG, IJR

Today

51.2%most shared, AVSC and IJR

AVSCVUGIJR

AVSC—0.0%51.2%

VUG0.0%—0.0%

IJR51.2%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.3%AVSC, at 16.2% volatility

AVSCWorst drop−8.1%16.2% vol

IJRWorst drop−9.7%16.4% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IJRAVSC

+18.9%Year to date+23.5%

1.2%Yield1.0%

+22.8%Past year+29.3%

0.06%Fee0.25%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026