Compare · 3 funds side by side · dividends reinvested

SIZE, VUG and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

SIZE, VUG and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.39%+10.6%+12.4%+18.0%+7.1%−8.0%13.2%$426M1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

Rank among the three1st → 3rdFee, 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: SIZE 2013 · VUG 2004 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Size Factor ETF · $426M$14,104

SIZE

VUG

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

$10,000 five years ago, dividends reinvested · they hold 17.5% in common

SIZEMeasureVUG

+10.6%Year to dateJan 1 → Nov 6+1.4%

+12.4%1 yearTotal return+0.2%

+18.0%3 years · per year$10,000 became $16,431 · $18,415+22.6%

+7.1%5 years · per year$10,000 became $14,104 · $16,124+10.0%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

1.39%Trailing 12-mo yield$139 · $42 a year on $10k0.42%

−8.0%Worst dropSmaller is better−15.1%

13.2%VolatilityLower is calmer19.0%

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

5–3SIZE wins

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

More Ways to See the Pairs

SIZE vs VUG: Top 5 Holdings

Today

SIZE

2.0%in top 5

VUG

in top 545.2%

SIZEStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

0.4%SNnot top 5

0.4%TEAMnot top 5

0.4%KMBnot top 5

0.4%OKTAnot top 5

0.4%VMRKnot top 5

Held in common17.5%

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

SIZE vs VUG Returns, Every Period

iSharesSIZE

+7.1%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

SIZEVUGFaded: behind in that period

2–2Level

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

Stocks vs Core: SIZE vs VOO

YTD

iSharesSIZE

+10.6%

VOOVanguard

+8.7%

+10.6%Year to date+8.7%

−8.0%Worst drop · 1Y−8.9%

13.2%Volatility · 1Y13.5%

1.4%Yield1.1%

$426MAssets$1.00T

4–0SIZE wins

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

Cost, Income and Risk

Fees: SIZE, VUG, VOO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VOO0.03%$3

SIZE0.15%$15

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

Yields: SIZE, VUG, VOO

1.39%highest, SIZE

FundTrailing yieldYield$10k

SIZE1.39%$139

VOO1.10%$110

VUG0.42%$42

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

Income After Fees on $10,000

$124most kept, SIZE

SIZE$139 − $15 = $124

VOO$110 − $3 = $107

VUG$42 − $3 = $39

KeptFee

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

Overlap: SIZE, VUG, VOO

Today

58.2%most shared, VUG and VOO

SIZEVUGVOO

SIZE—17.5%39.8%

VUG17.5%—58.2%

VOO39.8%58.2%—

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

Return vs Bumpiness: 3 ETFs

+12.4%SIZE, at 13.2% volatility

SIZEWorst drop−8.0%13.2% vol

VOOWorst drop−8.9%13.5% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SIZEVOO

+10.6%Year to date+8.7%

1.4%Yield1.1%

+12.4%Past year+9.8%

0.15%Fee0.03%

3–1SIZE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM 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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026