Compare · 3 funds side by side · dividends reinvested

SMLF, VUG and SCHD

SMLFiShares×VUGVanguard×SCHDSchwab×
$5k$7.5k$10k$12.5k$15k$17.5k$20kLow $8,964 · 2022SCHD$16,375VUG$16,052SMLF$15,777Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three
02 / 04

SMLF, VUG and SCHD, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.4
iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%1.02%+11.7%+14.6%+21.0%+9.5%−8.7%17.4%$4.3B2.3
Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.4
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 5, 2026 · returns include dividends · since: SMLF 2015 · VUG 2004 · SCHD 2011
@TheETFTracker·theetftracker.com

Head to Head

5Y
iShares U.S. Small-Cap Equity Factor ETF · $4.3B$15,777
SMLF
VUG
Vanguard Morningstar Growth ETF · $233B$16,052

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

SMLFMeasureVUG
+11.7%Year to dateJan 1 → Nov 5+0.5%
+14.6%1 yearTotal return−0.6%
+21.0%3 years · per year$10,000 became $17,700 · $18,532+22.8%
+9.5%5 years · per year$10,000 became $15,777 · $16,052+9.9%
0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%
1.02%Trailing 12-mo yield$102 · $43 a year on $10k0.43%
−8.7%Worst dropSmaller is better−15.1%
17.4%VolatilityLower is calmer19.0%
SMLFVUG Winner of the row, in its colourEach row: the bigger of the two fills its side
5–3SMLF wins
End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

SMLF vs VUG: Top 5 Holdings

Today
SMLF
3.3%in top 5
VUG
in top 545.2%
SMLFStockVUG
not top 5NVDA13.5%
not top 5AAPL12.5%
not top 5MSFT9.7%
not top 5GOOGL5.2%
not top 5AVGO4.3%
0.8%EMEnot top 5
0.7%WSMnot top 5
0.6%JBLnot top 5
0.6%RSnot top 5
0.6%NVTnot top 5
Held in common0.3%
End-of-day Nov 5, 2026 · share of each fund
@TheETFTracker·theetftracker.com

SMLF vs VUG Returns, Every Period

5Y
iSharesSMLF
+9.5%
5 years, per year
VUGVanguard
+9.9%
5 years, per year
−10%0%+10%+20%+30%+11.7%+0.5%YTD+14.6%−0.6%1 year+21.0%+22.8%3 yrs · yr+9.5%+9.9%5 yrs · yr
SMLFVUGFaded: behind in that period
2–2Level
End-of-day Nov 5, 2026 · dividends in · faded = behind in that period
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Stocks vs Income: SMLF vs SCHD

YTD
iSharesSMLF
+11.7%
SCHDSchwab
+32.3%
Jan 1Nov 5+11.7%+32.3%
+11.7%Year to date+32.3%
−8.7%Worst drop · 1Y−6.9%
17.4%Volatility · 1Y11.7%
1.0%Yield3.0%
$4.3BAssets$123B
4–0SCHD wins
End-of-day Nov 5, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: SMLF, VUG, SCHD

Today
0.03%lowest, VUG
FundExpense ratioFee$10k
VUG0.03%$3
SCHD0.06%$6
SMLF0.15%$15
End-of-day Nov 5, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: SMLF, VUG, SCHD

1Y
2.98%highest, SCHD
FundTrailing yieldYield$10k
SCHD2.98%$298
SMLF1.02%$102
VUG0.43%$43
End-of-day Nov 5, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$292most kept, SCHD
SCHD$298 − $6 = $292
SMLF$102 − $15 = $87
VUG$43 − $3 = $40
KeptFee
End-of-day Nov 5, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: SMLF, VUG, SCHD

Today
2.6%most shared, SMLF and SCHD
SMLFVUGSCHD
SMLF—0.3%2.6%
VUG0.3%—0.8%
SCHD2.6%0.8%—
End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+38.7%SCHD, at 11.7% volatility
−10%0%+10%+20%+30%+40%+50%5%10%15%20%25%Volatility · 1 year → bumpierSCHD +38.7%SMLF +14.6%VUG −0.6%
SCHDWorst drop−6.9%11.7% vol
SMLFWorst drop−8.7%17.4% vol
VUGWorst drop−15.1%19.0% vol
End-of-day Nov 5, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 5+32.3%+11.7%
+32.3%Year to date+11.7%
3.0%Yield1.0%
+38.7%Past year+14.6%
0.06%Fee0.15%
4–0SCHD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+32.3%
VIGVanguard
+12.5%
Jan 1Nov 5+32.3%+12.5%
+32.3%Year to date+12.5%
3.0%Yield1.5%
$123BAssets$109B
2–0SCHD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

VUG vs SCHG

YTD
VanguardVUG
+0.5%
SCHGSchwab
+0.9%
Jan 1Nov 5+0.5%+0.9%
+0.5%Year to date+0.9%
0.03% · $3Fee · on $10k a year0.04% · $4
$233BAssets$62.5B
1–1level
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+5.2%
Jan 1Nov 5+8.5%+5.2%
+8.5%Year to date+5.2%
12.2%Yield8.1%
$42.1BAssets$46.1B
2–0JEPQ wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com