Compare · 2 funds side by side · dividends reinvested

SIZE and VUG

SIZEiShares×VUGVanguard×

Versus in desk

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

02 / 04

SIZE and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.34%+14.9%+16.4%+20.0%+8.2%−8.0%12.7%$441M1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.6

Rank among the two1st → 2ndFee, 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: SIZE 2013 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Size Factor ETF · $441M$14,800

SIZE

VUG

Vanguard Morningstar Growth ETF · $233B$17,153

$10,000 five years ago, dividends reinvested · they hold 18.2% in common

SIZEMeasureVUG

+14.9%Year to dateJan 1 → Nov 4+6.3%

+16.4%1 yearTotal return+3.4%

+20.0%3 years · per year$10,000 became $17,299 · $19,712+25.4%

+8.2%5 years · per year$10,000 became $14,800 · $17,153+11.4%

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

1.34%Trailing 12-mo yield$134 · $40 a year on $10k0.40%

−8.0%Worst dropSmaller is better−16.1%

12.7%VolatilityLower is calmer18.2%

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

5–3SIZE wins

End-of-day Nov 4, 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%OKTAnot top 5

0.4%TEAMnot top 5

0.4%SNnot top 5

0.4%NTRAnot top 5

0.4%KMBnot top 5

Held in common18.2%

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

SIZE vs VUG Returns, Every Period

iSharesSIZE

+8.2%

5 years, per year

VUGVanguard

+11.4%

5 years, per year

SIZEVUGFaded: behind in that period

2–2Level

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

SIZE vs VUG

YTD

iSharesSIZE

+14.9%

VUGVanguard

+6.3%

+14.9%Year to date+6.3%

−8.0%Worst drop · 1Y−16.1%

12.7%Volatility · 1Y18.2%

1.3%Yield0.4%

$441MAssets$233B

4–0SIZE wins

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

Cost, Income and Risk

Fees: SIZE, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SIZE0.15%$15

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

Yields: SIZE, VUG

1.34%highest, SIZE

FundTrailing yieldYield$10k

SIZE1.34%$134

VUG0.40%$40

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

Income After Fees on $10,000

$119most kept, SIZE

SIZE$134 − $15 = $119

VUG$40 − $3 = $37

KeptFee

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

Overlap: SIZE, VUG

Today

18.2%most shared, SIZE and VUG

SIZEVUG

SIZE—18.2%

VUG18.2%—

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

Return vs Bumpiness: 2 ETFs

+16.4%SIZE, at 12.7% volatility

SIZEWorst drop−8.0%12.7% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

SIZEVUG

+14.9%Year to date+6.3%

1.3%Yield0.4%

+16.4%Past year+3.4%

0.15%Fee0.03%

3–1SIZE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

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

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