Compare · 4 funds side by side · dividends reinvested

VB, SMLF, VUG and IJR

VBVanguard×SMLFiShares×VUGVanguard×IJRiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

VB, SMLF, VUG and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.24%+15.3%+19.2%+18.8%+6.2%−9.0%16.4%$76.9B2.3

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%0.98%+16.0%+19.5%+21.4%+9.8%−8.7%17.5%$4.2B2.4

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$104B2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.9

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: VB 2004 · SMLF 2015 · VUG 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap ETF · $76.9B$13,532

SMLF

iShares U.S. Small-Cap Equity Factor ETF · $4.2B$15,942

$10,000 five years ago, dividends reinvested · they hold 48.7% in common

VBMeasureSMLF

+15.3%Year to dateJan 1 → Nov 9+16.0%

+19.2%1 yearTotal return+19.5%

+18.8%3 years · per year$10,000 became $16,782 · $17,876+21.4%

+6.2%5 years · per year$10,000 became $13,532 · $15,942+9.8%

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

1.24%Trailing 12-mo yield$124 · $98 a year on $10k0.98%

−9.0%Worst dropSmaller is better−8.7%

16.4%VolatilityLower is calmer17.5%

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

3–5SMLF wins

End-of-day Nov 9, 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 53.3%

VBStockSMLF

not top 5EME0.8%

0.7%NTRAnot top 5

not top 5WSM0.7%

not top 5RS0.6%

not top 5TPR0.6%

not top 5JBL0.6%

0.6%TWLOnot top 5

0.5%RVMDnot top 5

0.5%ILMNnot top 5

0.5%Pnot top 5

Held in common48.7%

End-of-day Nov 9, 2026 · share of each fund

VB vs SMLF Returns, Every Period

VanguardVB

+6.2%

5 years, per year

SMLFiShares

+9.8%

5 years, per year

VBSMLFFaded: behind in that period

0–4SMLF wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

VB vs IJR

YTD

VanguardVB

+15.3%

IJRiShares

+18.9%

+15.3%Year to date+18.9%

−9.0%Worst drop · 1Y−9.7%

16.4%Volatility · 1Y16.4%

1.2%Yield1.2%

$76.9BAssets$104B

1–1level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VB, SMLF, VUG, IJR

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VUG0.03%$3

IJR0.06%$6

SMLF0.15%$15

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: VB, SMLF, VUG, IJR

1.24%highest, VB

FundTrailing yieldYield$10k

VB1.24%$124

IJR1.21%$121

SMLF0.98%$98

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, VB

VB$124 − $3 = $121

IJR$121 − $6 = $115

SMLF$98 − $15 = $83

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VB, SMLF, VUG, IJR

Today

48.7%most shared, VB and SMLF

VBSMLFVUGIJR

VB—48.7%0.4%18.1%

SMLF48.7%—0.3%21.3%

VUG0.4%0.3%—0.0%

IJR18.1%21.3%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+22.8%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

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VBIJR

+15.3%Year to date+18.9%

1.2%Yield1.2%

+19.2%Past year+22.8%

0.03%Fee0.06%

2–1IJR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026