Compare · 4 funds side by side · dividends reinvested

JSML, SCHD, VO and VIG

JSMLJanus Henderson×SCHDSchwab×VOVanguard×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,638VIG · best of the four

02 / 04

JSML, SCHD, VO and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.1

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%$366M3.1

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B3.1

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 · SCHD 2011 · VO 2004 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

JSML

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

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

JSMLMeasureVO

+20.7%Year to dateJan 1 → Nov 9+13.6%

+21.9%1 yearTotal return+15.6%

+23.0%3 years · per year$10,000 became $18,608 · $16,763+18.8%

+6.2%5 years · per year$10,000 became $13,517 · $13,867+6.8%

0.30%Expense ratio$30 · $3 a year on $10k · lower is better0.03%

0.30%Trailing 12-mo yield$30 · $135 a year on $10k1.35%

−14.8%Worst dropSmaller is better−8.2%

22.4%VolatilityLower is calmer13.1%

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

3–5VO wins

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

More Ways to See the Pairs

JSML vs VO: Top 5 Holdings

Today

JSML

10.2%in top 5

in top 55.3%

JSMLStockVO

2.2%RHPnot top 5

2.1%CONnot top 5

2.0%OPCHnot top 5

2.0%CVLTnot top 5

1.8%ZWSnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common0.0%

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

JSML vs VO Returns, Every Period

Janus HendersonJSML

+6.2%

5 years, per year

VOVanguard

+6.8%

5 years, per year

JSMLVOFaded: behind in that period

3–1JSML wins

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

Stocks vs Income: JSML vs SCHD

YTD

Janus HendersonJSML

+20.7%

SCHDSchwab

+33.2%

+20.7%Year to date+33.2%

−14.8%Worst drop · 1Y−6.9%

22.4%Volatility · 1Y11.8%

0.3%Yield3.0%

$366MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: JSML, SCHD, VO, VIG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VIG0.04%$4

SCHD0.06%$6

JSML0.30%$30

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

Yields: JSML, SCHD, VO, VIG

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

VIG1.46%$146

VO1.35%$135

JSML0.30%$30

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

VO$135 − $3 = $132

JSML$30 − $30 = $0

KeptFee

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

Overlap: JSML, SCHD, VO, VIG

Today

14.5%most shared, SCHD and VIG

JSMLSCHDVOVIG

JSML—0.2%0.0%0.0%

SCHD0.2%—6.9%14.5%

VO0.0%6.9%—13.5%

VIG0.0%14.5%13.5%—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

VOWorst drop−8.2%13.1% 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

SCHDJSML

+33.2%Year to date+20.7%

3.0%Yield0.3%

+39.1%Past year+21.9%

0.06%Fee0.30%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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

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