Compare · 2 funds side by side · dividends reinvested

SMLF and VB

SMLFiShares×VBVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,794SMLF · best of the two

02 / 04

SMLF and VB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%0.98%+16.7%+18.1%+23.1%+10.9%−8.7%16.9%$4.2B1.4

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.23%+15.8%+17.9%+20.5%+7.1%−9.0%15.7%$76.9B1.6

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: SMLF 2015 · VB 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Small-Cap Equity Factor ETF · $4.2B$16,794

SMLF

Vanguard Morningstar Small-Cap ETF · $76.9B$14,105

$10,000 five years ago, dividends reinvested · they hold 49.1% in common

SMLFMeasureVB

+16.7%Year to dateJan 1 → Nov 4+15.8%

+18.1%1 yearTotal return+17.9%

+23.1%3 years · per year$10,000 became $18,634 · $17,489+20.5%

+10.9%5 years · per year$10,000 became $16,794 · $14,105+7.1%

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

0.98%Trailing 12-mo yield$98 · $123 a year on $10k1.23%

−8.7%Worst dropSmaller is better−9.0%

16.9%VolatilityLower is calmer15.7%

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

5–3SMLF wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMLF vs VB: Top 5 Holdings

Today

SMLF

3.5%in top 5

in top 52.9%

SMLFStockVB

0.9%EMEnot top 5

not top 5NTRA0.7%

0.7%NVTnot top 5

0.7%WSMnot top 5

0.7%JBLnot top 5

0.6%RSnot top 5

not top 5TWLO0.6%

not top 5RVMD0.5%

not top 5ILMN0.5%

not top 5P0.5%

Held in common49.1%

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

SMLF vs VB Returns, Every Period

iSharesSMLF

+10.9%

5 years, per year

VBVanguard

+7.1%

5 years, per year

SMLFVBFaded: behind in that period

4–0SMLF wins

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

SMLF vs VB

YTD

iSharesSMLF

+16.7%

VBVanguard

+15.8%

+16.7%Year to date+15.8%

−8.7%Worst drop · 1Y−9.0%

16.9%Volatility · 1Y15.7%

1.0%Yield1.2%

$4.2BAssets$76.9B

2–2level

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

Cost, Income and Risk

Fees: SMLF, VB

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

SMLF0.15%$15

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

Yields: SMLF, VB

1.23%highest, VB

FundTrailing yieldYield$10k

VB1.23%$123

SMLF0.98%$98

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

Income After Fees on $10,000

$120most kept, VB

VB$123 − $3 = $120

SMLF$98 − $15 = $83

KeptFee

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

Overlap: SMLF, VB

Today

49.1%most shared, SMLF and VB

SMLFVB

SMLF—49.1%

VB49.1%—

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

Return vs Bumpiness: 2 ETFs

+18.1%SMLF, at 16.9% volatility

VBWorst drop−9.0%15.7% vol

SMLFWorst drop−8.7%16.9% vol

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

Paid More vs Made More

YTD

VBSMLF

+15.8%Year to date+16.7%

1.2%Yield1.0%

+17.9%Past year+18.1%

0.03%Fee0.15%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026