Compare · 3 funds side by side · dividends reinvested

JSML, SCHD and VUG

JSMLJanus Henderson×SCHDSchwab×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

JSML, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.0

Janus Henderson Small Cap Growth Alpha ETFUS Stock Styles · Small cap0.30%0.30%+20.6%+20.0%+24.0%+7.0%−14.8%22.0%$377M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: JSML 2016 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $123B$16,881

SCHD

JSML

Janus Henderson Small Cap Growth Alpha ETF · $377M$14,020

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

SCHDMeasureJSML

+35.3%Year to dateJan 1 → Nov 4+20.6%

+41.6%1 yearTotal return+20.0%

+21.4%3 years · per year$10,000 became $17,908 · $19,052+24.0%

+11.0%5 years · per year$10,000 became $16,881 · $14,020+7.0%

0.06%Expense ratio$6 · $30 a year on $10k · lower is better0.30%

2.91%Trailing 12-mo yield$291 · $30 a year on $10k0.30%

−6.9%Worst dropSmaller is better−14.8%

11.5%VolatilityLower is calmer22.0%

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

7–1SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs JSML: Top 5 Holdings

Today

SCHD

21.6%in top 5

JSML

in top 510.0%

SCHDStockJSML

4.8%TXNnot top 5

4.3%PGnot top 5

4.2%KOnot top 5

4.2%CVXnot top 5

4.1%COPnot top 5

not top 5RHP2.2%

not top 5CVLT2.0%

not top 5OPCH2.0%

not top 5CON2.0%

not top 5ZWS1.8%

Held in common0.1%

End-of-day Nov 4, 2026 · share of each fund

SCHD vs JSML Returns, Every Period

SchwabSCHD

+11.0%

5 years, per year

JSMLJanus Henderson

+7.0%

5 years, per year

SCHDJSMLFaded: behind in that period

3–1SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Stocks: SCHD vs VUG

YTD

SchwabSCHD

+35.3%

VUGVanguard

+6.3%

+35.3%Year to date+6.3%

−6.9%Worst drop · 1Y−16.1%

11.5%Volatility · 1Y18.2%

2.9%Yield0.4%

$123BAssets$233B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JSML, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

JSML0.30%$30

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: JSML, SCHD, VUG

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

VUG0.40%$40

JSML0.30%$30

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VUG$40 − $3 = $37

JSML$30 − $30 = $0

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: JSML, SCHD, VUG

Today

0.8%most shared, SCHD and VUG

JSMLSCHDVUG

JSML—0.1%0.0%

SCHD0.1%—0.8%

VUG0.0%0.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

VUGWorst drop−16.1%18.2% vol

JSMLWorst drop−14.8%22.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDJSML

+35.3%Year to date+20.6%

2.9%Yield0.3%

+41.6%Past year+20.0%

0.06%Fee0.30%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026