Compare · 3 funds side by side · dividends reinvested

JSML, IWM and VUG

JSMLJanus Henderson×IWMiShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

JSML, IWM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$75.4B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.0

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%$377M2.1

Rank among the three1st → 3rdFee, 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 · IWM 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

VUG

IWM

iShares Russell 2000 ETF · $75.4B$12,766

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

VUGMeasureIWM

+1.4%Year to dateJan 1 → Nov 6+11.9%

+0.2%1 yearTotal return+13.0%

+22.6%3 years · per year$10,000 became $18,415 · $17,100+19.6%

+10.0%5 years · per year$10,000 became $16,124 · $12,766+5.0%

0.03%Expense ratio$3 · $19 a year on $10k · lower is better0.19%

0.42%Trailing 12-mo yield$42 · $100 a year on $10k1.00%

−15.1%Worst dropSmaller is better−11.1%

19.0%VolatilityLower is calmer18.7%

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

3–5IWM 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 IWM: Top 5 Holdings

Today

VUG

45.2%in top 5

IWM

in top 51.8%

VUGStockIWM

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 5GKOS0.4%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5RHP0.3%

Held in common0.0%

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

VUG vs IWM Returns, Every Period

VanguardVUG

+10.0%

5 years, per year

IWMiShares

+5.0%

5 years, per year

VUGIWMFaded: behind in that period

2–2Level

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

VUG vs IWM

YTD

VanguardVUG

+1.4%

IWMiShares

+11.9%

+1.4%Year to date+11.9%

−15.1%Worst drop · 1Y−11.1%

19.0%Volatility · 1Y18.7%

0.4%Yield1.0%

$233BAssets$75.4B

4–0IWM wins

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

Cost, Income and Risk

Fees: JSML, IWM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWM0.19%$19

JSML0.30%$30

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

Yields: JSML, IWM, VUG

1.00%highest, IWM

FundTrailing yieldYield$10k

IWM1.00%$100

VUG0.42%$42

JSML0.32%$32

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

Income After Fees on $10,000

$81most kept, IWM

IWM$100 − $19 = $81

VUG$42 − $3 = $39

JSML$32 − $30 = $2

KeptFee

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

Overlap: JSML, IWM, VUG

Today

14.2%most shared, JSML and IWM

JSMLIWMVUG

JSML—14.2%0.0%

IWM14.2%—0.0%

VUG0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+15.9%JSML, at 22.5% volatility

IWMWorst drop−11.1%18.7% 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

IWMJSML

+11.9%Year to date+15.1%

1.0%Yield0.3%

+13.0%Past year+15.9%

0.19%Fee0.30%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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$59.1B

1–1level

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026