Compare · 3 funds side by side · dividends reinvested

RESM, VUG and VO

RESMColumbia Threadneedle×VUGVanguard×VOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

RESM, VUG and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B1.8

Columbia Research Enhanced Small Cap ETFUS Stock Styles · Small cap0.32%0.08%+16.9%[…][…][…][…][…]$6M2.3

Rank among the three1st → 3rdFee, 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: RESM 2025 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Columbia Research Enhanced Small Cap ETF · $6M[…]

RESM

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

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

RESMMeasureVUG

+16.9%Year to dateJan 1 → Nov 9+4.2%

[…]1 yearTotal return+4.7%

[…]3 years · per year$10,000 became […] · $18,569+22.9%

[…]5 years · per year$10,000 became […] · $16,565+10.6%

0.32%Expense ratio$32 · $3 a year on $10k · lower is better0.03%

0.08%Trailing 12-mo yield$8 · $41 a year on $10k0.41%

[…]Worst dropSmaller is better−15.1%

[…]VolatilityLower is calmer19.1%

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

1–2VUG wins

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

More Ways to See the Pairs

RESM vs VUG: Top 5 Holdings

Today

RESM

2.6%in top 5

VUG

in top 545.2%

RESMStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

0.6%GKOSnot top 5

0.5%UMBFnot top 5

0.5%BTSGnot top 5

0.5%ONBnot top 5

0.5%CTREnot top 5

Held in common0.0%

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

RESM vs VUG Returns, Every Period

Columbia ThreadneedleRESM

[…]

past year

VUGVanguard

+4.7%

past year

RESMVUGFaded: behind in that period

1–0RESM wins

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

RESM vs VO

YTD

Columbia ThreadneedleRESM

+16.9%

VOVanguard

+13.6%

+16.9%Year to date+13.6%

[…]Worst drop · 1Y−8.2%

[…]Volatility · 1Y13.1%

0.1%Yield1.4%

$5.7MAssets$103B

1–1level

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

Cost, Income and Risk

Fees: RESM, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

RESM0.32%$32

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

Yields: RESM, VUG, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

VUG0.41%$41

RESM0.08%$8

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

VUG$41 − $3 = $38

RESM$8 − $32 = −$24

KeptFee

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

Overlap: RESM, VUG, VO

Today

10.2%most shared, VUG and VO

RESMVUGVO

RESM—0.0%0.0%

VUG0.0%—10.2%

VO0.0%10.2%—

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

Return vs Bumpiness: 3 ETFs

+15.6%VO, at 13.1% volatility

VOWorst drop−8.2%13.1% vol

VUGWorst drop−15.1%19.1% vol

RESMWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VORESM

+13.6%Year to date+16.9%

1.4%Yield0.1%

+15.6%Past year[…]

0.03%Fee0.32%

2–1VO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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