Compare · 3 funds side by side · dividends reinvested

VB, SMLF and IJR

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,267SMLF · best of the three

Story of the three · IncomeMost incomeVB · 1.25% · $125 a year on $10k

Story of the three · RiskSmallest drop

VB, SMLF and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.25%+14.0%+15.3%+18.2%+5.6%−9.0%16.4%$76.9B2.0

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%0.99%+14.8%+15.6%+20.8%+8.8%−8.7%17.5%$4.3B2.0

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.0%+19.2%+17.1%+4.8%−9.7%16.4%$106B2.0

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

End-of-day Nov 13, 2026 · returns include dividends · since: VB 2004 · SMLF 2015 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares U.S. Small-Cap Equity Factor ETF · $4.3B$15,267

SMLF

VB

Vanguard Morningstar Small-Cap ETF · $76.9B$13,148

$10,000 five years ago, dividends reinvested · they hold 49.0% in common

SMLFMeasure

More Ways to See the Pairs

SMLF vs VB: Top 5 Holdings

Today

SMLF

3.3%in top 5

VB

in top 52.9%

SMLFStockVB

0.8%EMEnot top 5

not top 5NTRA0.7%

0.7%WSMnot top 5

0.6%JBLnot top 5

0.6%NVTnot top 5

Cost, Income and Risk

Fees: VB, SMLF, IJR

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

IJR0.06%$6

SMLF0.15%$15

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: VB, SMLF, IJR

1Y

Popular Pairs Near These Three

IWM vs VB

YTD

iSharesIWM

+13.5%

VBVanguard

+14.0%

+13.5%Year to date+14.0%

1.0%Yield1.3%

$76.8BAssets$76.9B

2–0VB wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

VB

+14.8%Year to dateJan 1 → Nov 13+14.0%

+15.6%1 yearTotal return+15.3%

+20.8%3 years · per year$10,000 became $17,640 · $16,534+18.2%

+8.8%5 years · per year$10,000 became $15,267 · $13,148+5.6%

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

0.99%Trailing 12-mo yield$99 · $125 a year on $10k1.25%

−8.7%Worst dropSmaller is better−9.0%

17.5%VolatilityLower is calmer16.4%

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

5–3SMLF wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.6%RSnot top 5

not top 5TWLO0.6%

not top 5RVMD0.5%

not top 5ILMN0.5%

not top 5P0.5%

Held in common49.0%

End-of-day Nov 13, 2026 · share of each fund

SMLF vs VB Returns, Every Period

5Y

iSharesSMLF

+8.8%

5 years, per year

VBVanguard

+5.6%

5 years, per year

SMLFVBFaded: behind in that period

4–0SMLF wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

SMLF vs VB

YTD

iSharesSMLF

+14.8%

VBVanguard

+14.0%

+14.8%Year to date+14.0%

−8.7%Worst drop · 1Y−9.0%

17.5%Volatility · 1Y16.4%

1.0%Yield1.3%

$4.3BAssets$76.9B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1.25%highest, VB

FundTrailing yieldYield$10k

VB1.25%$125

IJR1.21%$121

SMLF0.99%$99

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$122most kept, VB

VB$125 − $3 = $122

IJR$121 − $6 = $115

SMLF$99 − $15 = $84

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: VB, SMLF, IJR

Today

49.0%most shared, VB and SMLF

VBSMLFIJR

VB—49.0%18.1%

SMLF49.0%—21.3%

IJR18.1%21.3%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+19.2%IJR, at 16.4% volatility

IJRWorst drop−9.7%16.4% vol

VBWorst drop−9.0%16.4% vol

SMLFWorst drop−8.7%17.5% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

VBIJR

+14.0%Year to date+18.0%

1.3%Yield1.2%

+15.3%Past year+19.2%

0.03%Fee0.06%

2–2level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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VB, SMLF and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three