Compare · 4 funds side by side · dividends reinvested

VB, SMLF, VUG and VO

VBVanguard×SMLFiShares×VUGVanguard×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,052VUG · best of the four

02 / 04

VB, SMLF, VUG and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B2.0

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%$4.1B2.3

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.28%+11.2%+14.6%+18.5%+5.9%−9.0%16.2%$76.9B2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$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 5, 2026 · returns include dividends · since: VB 2004 · SMLF 2015 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap ETF · $76.9B$13,310

SMLF

iShares U.S. Small-Cap Equity Factor ETF · $4.1B$15,777

$10,000 five years ago, dividends reinvested · they hold 48.9% in common

VBMeasureSMLF

+11.2%Year to dateJan 1 → Nov 5+11.7%

+14.6%1 yearTotal return+14.6%

+18.5%3 years · per year$10,000 became $16,641 · $17,700+21.0%

+5.9%5 years · per year$10,000 became $13,310 · $15,777+9.5%

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

1.28%Trailing 12-mo yield$129 · $102 a year on $10k1.02%

−9.0%Worst dropSmaller is better−8.7%

16.2%VolatilityLower is calmer17.4%

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

3–4SMLF wins

End-of-day Nov 5, 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%

not top 5WSM0.7%

0.7%NTRAnot top 5

not top 5JBL0.6%

not top 5RS0.6%

not top 5NVT0.6%

0.6%TWLOnot top 5

0.5%RVMDnot top 5

0.5%ILMNnot top 5

0.5%Pnot top 5

Held in common48.9%

End-of-day Nov 5, 2026 · share of each fund

VB vs SMLF Returns, Every Period

VanguardVB

+5.9%

5 years, per year

SMLFiShares

+9.5%

5 years, per year

VBSMLFFaded: behind in that period

0–3SMLF wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

VB vs VO

YTD

VanguardVB

+11.2%

VOVanguard

+10.7%

+11.2%Year to date+10.7%

−9.0%Worst drop · 1Y−8.2%

16.2%Volatility · 1Y12.9%

1.3%Yield1.4%

$76.9BAssets$103B

3–1VO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VB, SMLF, VUG, VO

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VUG0.03%$3

VO0.03%$3

SMLF0.15%$15

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VB, SMLF, VUG, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

VB1.28%$129

SMLF1.02%$102

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

VB$129 − $3 = $126

SMLF$102 − $15 = $87

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VB, SMLF, VUG, VO

Today

48.9%most shared, VB and SMLF

VBSMLFVUGVO

VB—48.9%0.4%2.5%

SMLF48.9%—0.3%0.9%

VUG0.4%0.3%—10.2%

VO2.5%0.9%10.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+14.6%SMLF, at 17.4% volatility

VOWorst drop−8.2%12.9% vol

VBWorst drop−9.0%16.2% 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

Paid More vs Made More

YTD

VOSMLF

+10.7%Year to date+11.7%

1.4%Yield1.0%

+12.4%Past year+14.6%

0.03%Fee0.15%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$75.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026