Compare · 3 funds side by side · dividends reinvested

SMLF, DEPW and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

SMLF, DEPW and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%1.02%+12.3%+13.5%+20.9%+9.5%−8.7%17.3%$4.2B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.6

Harbor Google DeepMind AI Lab ETFThematic · AI & semis0.59%0.00%[…][…][…][…][…][…]$2M3.0

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: SMLF 2015 · DEPW 2026 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Small-Cap Equity Factor ETF · $4.2B$15,772

SMLF

DEPW

Harbor Google DeepMind AI Lab ETF · $2M[…]

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

SMLFMeasureDEPW

+12.3%Year to dateJan 1 → Nov 6[…]

+13.5%1 yearTotal return[…]

+20.9%3 years · per year$10,000 became $17,680 · […][…]

+9.5%5 years · per year$10,000 became $15,772 · […][…]

0.15%Expense ratio$15 · $59 a year on $10k · lower is better0.59%

1.02%Trailing 12-mo yield$102 · $0 a year on $10k0.00%

−8.7%Worst dropSmaller is better[…]

17.3%VolatilityLower is calmer[…]

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

2–0SMLF wins

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

More Ways to See the Pairs

SMLF vs DEPW: Top 5 Holdings

Today

SMLF

3.3%in top 5

DEPW

in top 542.7%

SMLFStockDEPW

not top 5GOOGL22.1%

not top 5AVGO5.7%

not top 5XEL5.2%

not top 5NI5.2%

not top 5WULF4.4%

0.7%EMEnot top 5

0.7%WSMnot top 5

0.6%TPRnot top 5

0.6%RSnot top 5

0.6%JBLnot top 5

Held in common0.8%

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

SMLF vs DEPW Returns, Every Period

iSharesSMLF

+13.5%

past year

DEPWHarbor

[…]

past year

Returns […]

SMLFDEPWFaded: behind in that period

0–0Level

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

SMLF vs VUG

YTD

iSharesSMLF

+12.3%

VUGVanguard

+1.4%

+12.3%Year to date+1.4%

−8.7%Worst drop · 1Y−15.1%

17.3%Volatility · 1Y19.0%

1.0%Yield0.4%

$4.2BAssets$233B

4–0SMLF wins

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

Cost, Income and Risk

Fees: SMLF, DEPW, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SMLF0.15%$15

DEPW0.59%$59

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

Yields: SMLF, DEPW, VUG

1.02%highest, SMLF

FundTrailing yieldYield$10k

SMLF1.02%$102

VUG0.42%$42

DEPW0.00%$0

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

Income After Fees on $10,000

$87most kept, SMLF

SMLF$102 − $15 = $87

VUG$42 − $3 = $39

DEPW$0 − $59 = −$59

KeptFee

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

Overlap: SMLF, DEPW, VUG

Today

10.9%most shared, DEPW and VUG

SMLFDEPWVUG

SMLF—0.8%0.3%

DEPW0.8%—10.9%

VUG0.3%10.9%—

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

Return vs Bumpiness: 3 ETFs

+13.5%SMLF, at 17.3% volatility

SMLFWorst drop−8.7%17.3% vol

VUGWorst drop−15.1%19.0% vol

DEPWWorst drop[…][…]

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

Paid More vs Made More

YTD

SMLFVUG

+12.3%Year to date+1.4%

1.0%Yield0.4%

+13.5%Past year+0.2%

0.15%Fee0.03%

3–1SMLF wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026