Compare · 3 funds side by side · dividends reinvested

SMDX, VUG and IWF

SMDXIntech ETFs×VUGVanguard×IWFiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,557VUG · best of the three

Story of the three · IncomeMost incomeSMDX · 0.52% · $52 a year on $10k

Story of the three · RiskSmallest drop

SMDX, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Intech S&P Small-Mid Cap Diversified Alpha ETFUS Stock Styles · Mid cap0.35%0.52%+16.2%+19.1%[…][…]−8.7%16.2%$129M1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B2.5

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

End-of-day Nov 11, 2026 · returns include dividends · since: SMDX 2025 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Intech S&P Small-Mid Cap Diversified Alpha ETF · $129M[…]

SMDX

VUG

Vanguard Morningstar Growth ETF · $233B$16,557

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

SMDXMeasure

More Ways to See the Pairs

SMDX vs VUG: Top 5 Holdings

Today

SMDX

5.6%in top 5

VUG

in top 545.2%

SMDXStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: SMDX, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

SMDX0.35%$35

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: SMDX, VUG, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

VUG

+16.2%Year to dateJan 1 → Nov 11+5.1%

+19.1%1 yearTotal return+3.6%

[…]3 years · per year$10,000 became […] · $18,430+22.6%

[…]5 years · per year$10,000 became […] · $16,557+10.6%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

0.52%Trailing 12-mo yield$52 · $41 a year on $10k0.41%

−8.7%Worst dropSmaller is better−15.1%

16.2%VolatilityLower is calmer19.1%

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

5–1SMDX wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

1.6%THCnot top 5

1.3%JLLnot top 5

0.9%XPOnot top 5

0.9%USFDnot top 5

0.9%ATInot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

SMDX vs VUG Returns, Every Period

1Y

Intech ETFsSMDX

+19.1%

past year

VUGVanguard

+3.6%

past year

SMDXVUGFaded: behind in that period

2–0SMDX wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

SMDX vs VUG

YTD

Intech ETFsSMDX

+16.2%

VUGVanguard

+5.1%

+16.2%Year to date+5.1%

−8.7%Worst drop · 1Y−15.1%

16.2%Volatility · 1Y19.1%

0.5%Yield0.4%

$129MAssets$233B

4–0SMDX wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

0.52%highest, SMDX

FundTrailing yieldYield$10k

SMDX0.52%$52

VUG0.41%$41

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$38most kept, VUG

VUG$41 − $3 = $38

IWF$37 − $18 = $19

SMDX$52 − $35 = $17

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SMDX, VUG, IWF

Today

78.0%most shared, VUG and IWF

SMDXVUGIWF

SMDX—0.0%1.6%

VUG0.0%—78.0%

IWF1.6%78.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+19.1%SMDX, at 16.2% volatility

SMDXWorst drop−8.7%16.2% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SMDXVUG

+16.2%Year to date+5.1%

0.5%Yield0.4%

+19.1%Past year+3.6%

0.35%Fee0.03%

3–1SMDX wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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SMDX, VUG and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three