Compare · 3 funds side by side · dividends reinvested

VIG, SMLF and VUG

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

02 / 04

VIG, SMLF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.6

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%$4.2B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$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 9, 2026 · returns include dividends · since: VIG 2006 · SMLF 2015 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

VIG

SMLF

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

$10,000 five years ago, dividends reinvested · they hold 3.1% in common

VIGMeasureSMLF

+14.8%Year to dateJan 1 → Nov 9+16.0%

+17.6%1 yearTotal return+19.5%

+18.8%3 years · per year$10,000 became $16,775 · $17,876+21.4%

+10.7%5 years · per year$10,000 became $16,638 · $15,942+9.8%

0.04%Expense ratio$4 · $15 a year on $10k · lower is better0.15%

1.46%Trailing 12-mo yield$146 · $98 a year on $10k0.98%

−7.9%Worst dropSmaller is better−8.7%

11.0%VolatilityLower is calmer17.5%

VIGSMLF 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 SMLF: Top 5 Holdings

Today

VIG

22.1%in top 5

SMLF

in top 53.3%

VIGStockSMLF

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 5EME0.8%

not top 5WSM0.7%

not top 5RS0.6%

not top 5TPR0.6%

not top 5JBL0.6%

Held in common3.1%

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

VIG vs SMLF Returns, Every Period

VanguardVIG

+10.7%

5 years, per year

SMLFiShares

+9.8%

5 years, per year

VIGSMLFFaded: behind in that period

1–3SMLF wins

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

Income vs Stocks: VIG vs SMLF

YTD

VanguardVIG

+14.8%

SMLFiShares

+16.0%

+14.8%Year to date+16.0%

−7.9%Worst drop · 1Y−8.7%

11.0%Volatility · 1Y17.5%

1.5%Yield1.0%

$109BAssets$4.2B

3–1VIG wins

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

Cost, Income and Risk

Fees: VIG, SMLF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

SMLF0.15%$15

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

Yields: VIG, SMLF, VUG

1.46%highest, VIG

FundTrailing yieldYield$10k

VIG1.46%$146

SMLF0.98%$98

VUG0.41%$41

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

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

SMLF$98 − $15 = $83

VUG$41 − $3 = $38

KeptFee

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

Overlap: VIG, SMLF, VUG

Today

26.4%most shared, VIG and VUG

VIGSMLFVUG

VIG—3.1%26.4%

SMLF3.1%—0.3%

VUG26.4%0.3%—

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

Return vs Bumpiness: 3 ETFs

+19.5%SMLF, at 17.5% volatility

VIGWorst drop−7.9%11.0% 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

VIGSMLF

+14.8%Year to date+16.0%

1.5%Yield1.0%

+17.6%Past year+19.5%

0.04%Fee0.15%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026