Compare · 4 funds side by side · dividends reinvested

VIG, JSML, SCHD and VUG

VIGVanguard×JSMLJanus Henderson×SCHDSchwab×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,638VIG · best of the four

02 / 04

VIG, JSML, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.3

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

Janus Henderson Small Cap Growth Alpha ETFUS Stock Styles · Small cap0.30%0.30%+20.7%+21.9%+23.0%+6.2%−14.8%22.4%$366M3.0

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: VIG 2006 · JSML 2016 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,638

VIG

JSML

Janus Henderson Small Cap Growth Alpha ETF · $366M$13,517

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VIGMeasureJSML

+14.8%Year to dateJan 1 → Nov 9+20.7%

+17.6%1 yearTotal return+21.9%

+18.8%3 years · per year$10,000 became $16,775 · $18,608+23.0%

+10.7%5 years · per year$10,000 became $16,638 · $13,517+6.2%

0.04%Expense ratio$4 · $30 a year on $10k · lower is better0.30%

1.46%Trailing 12-mo yield$146 · $30 a year on $10k0.30%

−7.9%Worst dropSmaller is better−14.8%

11.0%VolatilityLower is calmer22.4%

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

5–3VIG wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VIG vs JSML: Top 5 Holdings

Today

VIG

22.1%in top 5

JSML

in top 510.2%

VIGStockJSML

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

not top 5RHP2.2%

not top 5CON2.1%

not top 5OPCH2.0%

not top 5CVLT2.0%

not top 5ZWS1.8%

Held in common0.0%

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

VIG vs JSML Returns, Every Period

VanguardVIG

+10.7%

5 years, per year

JSMLJanus Henderson

+6.2%

5 years, per year

VIGJSMLFaded: behind in that period

1–3JSML wins

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

VIG vs SCHD

YTD

VanguardVIG

+14.8%

SCHDSchwab

+33.2%

+14.8%Year to date+33.2%

−7.9%Worst drop · 1Y−6.9%

11.0%Volatility · 1Y11.8%

1.5%Yield3.0%

$109BAssets$122B

3–1SCHD wins

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

Cost, Income and Risk

Fees: VIG, JSML, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

SCHD0.06%$6

JSML0.30%$30

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

Yields: VIG, JSML, SCHD, VUG

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

VIG1.46%$146

VUG0.41%$41

JSML0.30%$30

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

VUG$41 − $3 = $38

JSML$30 − $30 = $0

KeptFee

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

Overlap: VIG, JSML, SCHD, VUG

Today

26.4%most shared, VIG and VUG

VIGJSMLSCHDVUG

VIG—0.0%14.5%26.4%

JSML0.0%—0.2%0.0%

SCHD14.5%0.2%—0.8%

VUG26.4%0.0%0.8%—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

VUGWorst drop−15.1%19.1% vol

JSMLWorst drop−14.8%22.4% vol

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

Paid More vs Made More

YTD

SCHDJSML

+33.2%Year to date+20.7%

3.0%Yield0.3%

+39.1%Past year+21.9%

0.06%Fee0.30%

4–0SCHD 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$61.4B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026