Compare · 3 funds side by side · dividends reinvested

IVV, SMLF and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

IVV, SMLF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.5

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%0.98%+16.0%+19.5%+21.4%+9.8%−8.7%17.5%$4.2B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

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: IVV 2000 · SMLF 2015 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

VUG

SMLF

iShares U.S. Small-Cap Equity Factor ETF · $4.2B$15,942

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

VUGMeasureSMLF

+4.2%Year to dateJan 1 → Nov 9+16.0%

+4.7%1 yearTotal return+19.5%

+22.9%3 years · per year$10,000 became $18,569 · $17,876+21.4%

+10.6%5 years · per year$10,000 became $16,565 · $15,942+9.8%

0.03%Expense ratio$3 · $15 a year on $10k · lower is better0.15%

0.41%Trailing 12-mo yield$41 · $98 a year on $10k0.98%

−15.1%Worst dropSmaller is better−8.7%

19.1%VolatilityLower is calmer17.5%

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

3–5SMLF wins

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

More Ways to See the Pairs

VUG vs SMLF: Top 5 Holdings

Today

VUG

45.2%in top 5

SMLF

in top 53.3%

VUGStockSMLF

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

not top 5EME0.8%

not top 5WSM0.7%

not top 5RS0.6%

not top 5TPR0.6%

not top 5JBL0.6%

Held in common0.3%

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

VUG vs SMLF Returns, Every Period

VanguardVUG

+10.6%

5 years, per year

SMLFiShares

+9.8%

5 years, per year

VUGSMLFFaded: behind in that period

2–2Level

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

Stocks vs Core: VUG vs IVV

YTD

VanguardVUG

+4.2%

IVViShares

+11.3%

+4.2%Year to date+11.3%

−15.1%Worst drop · 1Y−8.9%

19.1%Volatility · 1Y13.8%

0.4%Yield1.1%

$233BAssets$853B

4–0IVV wins

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

Cost, Income and Risk

Fees: IVV, SMLF, VUG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VUG0.03%$3

SMLF0.15%$15

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

Yields: IVV, SMLF, VUG

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SMLF0.98%$98

VUG0.41%$41

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SMLF$98 − $15 = $83

VUG$41 − $3 = $38

KeptFee

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

Overlap: IVV, SMLF, VUG

Today

55.1%most shared, IVV and VUG

IVVSMLFVUG

IVV—1.1%55.1%

SMLF1.1%—0.3%

VUG55.1%0.3%—

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

Return vs Bumpiness: 3 ETFs

+19.5%SMLF, at 17.5% volatility

IVVWorst drop−8.9%13.8% vol

SMLFWorst drop−8.7%17.5% 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

IVVSMLF

+11.3%Year to date+16.0%

1.1%Yield1.0%

+13.6%Past year+19.5%

0.03%Fee0.15%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026