Compare · 4 funds side by side · dividends reinvested

JSML, IVV, IJR and VUG

JSMLJanus Henderson×IVViShares×IJRiShares×VUGVanguard×

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

02 / 04

JSML, IVV, IJR 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%$853B1.9

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%$104B2.4

Janus Henderson Small Cap Growth Alpha ETFUS Stock Styles · Small cap0.30%0.30%+20.7%+21.9%+23.0%+6.2%−14.8%22.4%$366M2.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.9

Rank among the four1st → 4thFee, 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: JSML 2016 · IVV 2000 · IJR 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,545

IVV

JSML

Janus Henderson Small Cap Growth Alpha ETF · $366M$13,517

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

IVVMeasureJSML

+11.3%Year to dateJan 1 → Nov 9+20.7%

+13.6%1 yearTotal return+21.9%

+22.0%3 years · per year$10,000 became $18,159 · $18,608+23.0%

+11.9%5 years · per year$10,000 became $17,545 · $13,517+6.2%

0.03%Expense ratio$3 · $30 a year on $10k · lower is better0.30%

1.11%Trailing 12-mo yield$111 · $30 a year on $10k0.30%

−8.9%Worst dropSmaller is better−14.8%

13.8%VolatilityLower is calmer22.4%

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

5–3IVV wins

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

More Ways to See the Pairs

IVV vs JSML: Top 5 Holdings

Today

IVV

27.8%in top 5

JSML

in top 510.2%

IVVStockJSML

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5RHP2.2%

not top 5CON2.1%

not top 5OPCH2.0%

not top 5CVLT2.0%

not top 5ZWS1.8%

Held in common0.0%

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

IVV vs JSML Returns, Every Period

iSharesIVV

+11.9%

5 years, per year

JSMLJanus Henderson

+6.2%

5 years, per year

IVVJSMLFaded: behind in that period

1–3JSML wins

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

Core vs Stocks: IVV vs IJR

YTD

iSharesIVV

+11.3%

IJRiShares

+18.9%

+11.3%Year to date+18.9%

−8.9%Worst drop · 1Y−9.7%

13.8%Volatility · 1Y16.4%

1.1%Yield1.2%

$853BAssets$104B

2–2level

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

Cost, Income and Risk

Fees: JSML, IVV, IJR, VUG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VUG0.03%$3

IJR0.06%$6

JSML0.30%$30

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

Yields: JSML, IVV, IJR, VUG

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

IVV1.11%$111

VUG0.41%$41

JSML0.30%$30

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

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

IVV$111 − $3 = $108

VUG$41 − $3 = $38

JSML$30 − $30 = $0

KeptFee

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

Overlap: JSML, IVV, IJR, VUG

Today

55.1%most shared, IVV and VUG

JSMLIVVIJRVUG

JSML—0.0%11.5%0.0%

IVV0.0%—0.0%55.1%

IJR11.5%0.0%—0.0%

VUG0.0%55.1%0.0%—

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

Return vs Bumpiness: 4 ETFs

+22.8%IJR, at 16.4% volatility

IVVWorst drop−8.9%13.8% vol

IJRWorst drop−9.7%16.4% vol

VUGWorst drop−15.1%19.1% vol

JSMLWorst drop−14.8%22.4% vol

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

Paid More vs Made More

YTD

IJRJSML

+18.9%Year to date+20.7%

1.2%Yield0.3%

+22.8%Past year+21.9%

0.06%Fee0.30%

3–1IJR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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