Compare · 4 funds side by side · dividends reinvested

JSML, SCHD, VUG and VIG

JSMLJanus Henderson×SCHDSchwab×VUGVanguard×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

JSML, SCHD, VUG and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.4

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%$377M3.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: JSML 2016 · SCHD 2011 · VUG 2004 · VIG 2006

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 · $377M$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

Stocks vs Income: VUG vs SCHD

YTD

VanguardVUG

+1.4%

SCHDSchwab

+31.4%

+1.4%Year to date+31.4%

−15.1%Worst drop · 1Y−6.9%

19.0%Volatility · 1Y11.7%

0.4%Yield3.0%

$233BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: JSML, SCHD, VUG, VIG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

SCHD0.06%$6

JSML0.30%$30

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

Yields: JSML, SCHD, VUG, VIG

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VIG1.50%$150

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

VIG$150 − $4 = $146

VUG$42 − $3 = $39

JSML$32 − $30 = $2

KeptFee

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

Overlap: JSML, SCHD, VUG, VIG

Today

26.4%most shared, VUG and VIG

JSMLSCHDVUGVIG

JSML—0.2%0.0%0.0%

SCHD0.2%—0.8%14.5%

VUG0.0%0.8%—26.4%

VIG0.0%14.5%26.4%—

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

VIGWorst drop−7.9%10.8% 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

SCHDJSML

+31.4%Year to date+15.1%

3.0%Yield0.3%

+37.0%Past year+15.9%

0.06%Fee0.30%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026