Compare · 4 funds side by side · dividends reinvested

JSML, SCHD, VTV and VUG

JSMLJanus Henderson×SCHDSchwab×VTVVanguard×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,585VTV · best of the four

02 / 04

JSML, SCHD, VTV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.6

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.9

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%$377M3.4

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 · SCHD 2011 · VTV 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Janus Henderson Small Cap Growth Alpha ETF · $377M$13,078

JSML

VUG

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

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

JSMLMeasureVUG

+15.1%Year to dateJan 1 → Nov 6+1.4%

+15.9%1 yearTotal return+0.2%

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

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

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

0.32%Trailing 12-mo yield$32 · $42 a year on $10k0.42%

−14.8%Worst dropSmaller is better−15.1%

22.5%VolatilityLower is calmer19.0%

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

3–5VUG wins

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

More Ways to See the Pairs

JSML vs VUG: Top 5 Holdings

Today

JSML

10.3%in top 5

VUG

in top 545.2%

JSMLStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

2.2%RHPnot top 5

2.2%CONnot top 5

2.1%OPCHnot top 5

2.0%CVLTnot top 5

1.9%ZWSnot top 5

Held in common0.0%

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

JSML vs VUG Returns, Every Period

Janus HendersonJSML

+5.5%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

JSMLVUGFaded: behind in that period

2–2Level

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

Stocks vs Income: JSML vs SCHD

YTD

Janus HendersonJSML

+15.1%

SCHDSchwab

+31.4%

+15.1%Year to date+31.4%

−14.8%Worst drop · 1Y−6.9%

22.5%Volatility · 1Y11.7%

0.3%Yield3.0%

$377MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: JSML, SCHD, VTV, VUG

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VUG0.03%$3

SCHD0.06%$6

JSML0.30%$30

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

Yields: JSML, SCHD, VTV, VUG

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VTV1.87%$187

VUG0.42%$42

JSML0.32%$32

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VTV$187 − $3 = $184

VUG$42 − $3 = $39

JSML$32 − $30 = $2

KeptFee

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

Overlap: JSML, SCHD, VTV, VUG

Today

17.9%most shared, SCHD and VTV

JSMLSCHDVTVVUG

JSML—0.2%0.0%0.0%

SCHD0.2%—17.9%0.8%

VTV0.0%17.9%—1.9%

VUG0.0%0.8%1.9%—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

VTVWorst drop−6.4%10.7% vol

SCHDWorst drop−6.9%11.7% 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

SCHDVTV

+31.4%Year to date+18.5%

3.0%Yield1.9%

+37.0%Past year+22.9%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026