Compare · 3 funds side by side · dividends reinvested

SMLF, IJH 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, IJH 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%$4.2B1.8

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: SMLF 2015 · IJH 2000 · 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

IJH

iShares Core S&P Mid-Cap ETF · $121B$13,830

$10,000 five years ago, dividends reinvested · they hold 40.4% in common

SMLFMeasureIJH

+12.3%Year to dateJan 1 → Nov 6+9.5%

+13.5%1 yearTotal return+12.9%

+20.9%3 years · per year$10,000 became $17,680 · $15,806+16.5%

+9.5%5 years · per year$10,000 became $15,772 · $13,830+6.7%

0.15%Expense ratio$15 · $5 a year on $10k · lower is better0.05%

1.02%Trailing 12-mo yield$102 · $125 a year on $10k1.25%

−8.7%Worst dropSmaller is better−8.8%

17.3%VolatilityLower is calmer15.5%

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

5–3SMLF 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 IJH: Top 5 Holdings

Today

SMLF

3.3%in top 5

IJH

in top 53.5%

SMLFStockIJH

0.7%EMEnot top 5

not top 5UTHR0.7%

not top 5FTI0.7%

0.7%WSMnot top 5

not top 5USFD0.7%

not top 5THC0.7%

not top 5ATI0.7%

0.6%TPRnot top 5

0.6%RSnot top 5

0.6%JBLnot top 5

Held in common40.4%

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

SMLF vs IJH Returns, Every Period

iSharesSMLF

+9.5%

5 years, per year

IJHiShares

+6.7%

5 years, per year

SMLFIJHFaded: behind in that period

4–0SMLF wins

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

SMLF vs IJH

YTD

iSharesSMLF

+12.3%

IJHiShares

+9.5%

+12.3%Year to date+9.5%

−8.7%Worst drop · 1Y−8.8%

17.3%Volatility · 1Y15.5%

1.0%Yield1.3%

$4.2BAssets$121B

2–2level

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

Cost, Income and Risk

Fees: SMLF, IJH, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJH0.05%$5

SMLF0.15%$15

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

Yields: SMLF, IJH, VUG

1.25%highest, IJH

FundTrailing yieldYield$10k

IJH1.25%$125

SMLF1.02%$102

VUG0.42%$42

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

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

SMLF$102 − $15 = $87

VUG$42 − $3 = $39

KeptFee

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

Overlap: SMLF, IJH, VUG

Today

40.4%most shared, SMLF and IJH

SMLFIJHVUG

SMLF—40.4%0.3%

IJH40.4%—0.0%

VUG0.3%0.0%—

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

IJHWorst drop−8.8%15.5% vol

SMLFWorst drop−8.7%17.3% 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

IJHSMLF

+9.5%Year to date+12.3%

1.3%Yield1.0%

+12.9%Past year+13.5%

0.05%Fee0.15%

2–2level

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