Compare · 4 funds side by side · dividends reinvested

JSML, IVV, VO and VUG

JSMLJanus Henderson×IVViShares×VOVanguard×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,177IVV · best of the four

02 / 04

JSML, IVV, VO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.9

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.8

Janus Henderson Small Cap Growth Alpha ETFUS Stock Styles · Small cap0.30%0.32%+15.1%+15.9%+21.7%+5.5%−14.8%22.5%$361M3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: JSML 2016 · IVV 2000 · VO 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,124

VUG

JSML

Janus Henderson Small Cap Growth Alpha ETF · $361M$13,078

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

VUGMeasureJSML

+1.4%Year to dateJan 1 → Nov 6+15.1%

+0.2%1 yearTotal return+15.9%

+22.6%3 years · per year$10,000 became $18,415 · $18,027+21.7%

+10.0%5 years · per year$10,000 became $16,124 · $13,078+5.5%

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

0.42%Trailing 12-mo yield$42 · $32 a year on $10k0.32%

−15.1%Worst dropSmaller is better−14.8%

19.0%VolatilityLower is calmer22.5%

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

5–3VUG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VUG vs JSML: Top 5 Holdings

Today

VUG

45.2%in top 5

JSML

in top 510.3%

VUGStockJSML

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 5RHP2.2%

not top 5CON2.2%

not top 5OPCH2.1%

not top 5CVLT2.0%

not top 5ZWS1.9%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

VUG vs JSML Returns, Every Period

VanguardVUG

+10.0%

5 years, per year

JSMLJanus Henderson

+5.5%

5 years, per year

VUGJSMLFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

VUG vs VO

YTD

VanguardVUG

+1.4%

VOVanguard

+10.6%

+1.4%Year to date+10.6%

−15.1%Worst drop · 1Y−8.2%

19.0%Volatility · 1Y12.9%

0.4%Yield1.4%

$233BAssets$103B

4–0VO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JSML, IVV, VO, VUG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VO0.03%$3

VUG0.03%$3

JSML0.30%$30

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: JSML, IVV, VO, VUG

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

IVV1.14%$114

VUG0.42%$42

JSML0.32%$32

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IVV$114 − $3 = $111

VUG$42 − $3 = $39

JSML$32 − $30 = $2

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: JSML, IVV, VO, VUG

Today

54.8%most shared, IVV and VUG

JSMLIVVVOVUG

JSML—0.0%0.0%0.0%

IVV0.0%—16.2%54.8%

VO0.0%16.2%—10.2%

VUG0.0%54.8%10.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+15.9%JSML, at 22.5% volatility

VOWorst drop−8.2%12.9% vol

IVVWorst drop−8.9%13.6% vol

VUGWorst drop−15.1%19.0% vol

JSMLWorst drop−14.8%22.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VOJSML

+10.6%Year to date+15.1%

1.4%Yield0.3%

+11.6%Past year+15.9%

0.03%Fee0.30%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026