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%$4.3B1.4

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

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

SMLF

iShares U.S. Small-Cap Equity Factor ETF · $4.3B$16,794

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

VBMeasureSMLF

+15.8%Year to dateJan 1 → Nov 4+16.7%

+17.9%1 yearTotal return+18.1%

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

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

0.03%Expense ratio$3 · $15 a year on $10k · lower is better0.15%

1.23%Trailing 12-mo yield$123 · $98 a year on $10k0.98%

−9.0%Worst dropSmaller is better−8.7%

15.7%VolatilityLower is calmer16.9%

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

3–5SMLF wins

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

More Ways to See the Pairs

VB vs SMLF: Top 5 Holdings

Today

2.9%in top 5

SMLF

in top 53.5%

VBStockSMLF

not top 5EME0.9%

0.7%NTRAnot top 5

not top 5NVT0.7%

not top 5WSM0.7%

not top 5JBL0.7%

not top 5RS0.6%

0.6%TWLOnot top 5

0.5%RVMDnot top 5

0.5%ILMNnot top 5

0.5%Pnot top 5

Held in common49.1%

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

VB vs SMLF Returns, Every Period

VanguardVB

+7.1%

5 years, per year

SMLFiShares

+10.9%

5 years, per year

VBSMLFFaded: behind in that period

0–4SMLF wins

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

VB vs SMLF

YTD

VanguardVB

+15.8%

SMLFiShares

+16.7%

+15.8%Year to date+16.7%

−9.0%Worst drop · 1Y−8.7%

15.7%Volatility · 1Y16.9%

1.2%Yield1.0%

$76.9BAssets$4.3B

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%

$77.4BAssets$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%

$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