Compare · 4 funds side by side · dividends reinvested

VO, JSML, IWF and VUG

VOVanguard×JSMLJanus Henderson×IWFiShares×VUGVanguard×

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

02 / 04

VO, JSML, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.3

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%$366M2.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.0

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: VO 2004 · JSML 2016 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,565

VUG

JSML

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

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

VUGMeasureJSML

+4.2%Year to dateJan 1 → Nov 9+20.7%

+4.7%1 yearTotal return+21.9%

+22.9%3 years · per year$10,000 became $18,569 · $18,608+23.0%

+10.6%5 years · per year$10,000 became $16,565 · $13,517+6.2%

0.03%Expense ratio$3 · $30 a year on $10k · lower is better0.30%

0.41%Trailing 12-mo yield$41 · $30 a year on $10k0.30%

−15.1%Worst dropSmaller is better−14.8%

19.1%VolatilityLower is calmer22.4%

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

4–4Level

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

More Ways to See the Pairs

VUG vs JSML: Top 5 Holdings

Today

VUG

45.2%in top 5

JSML

in top 510.2%

VUGStockJSML

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot 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

VUG vs JSML Returns, Every Period

VanguardVUG

+10.6%

5 years, per year

JSMLJanus Henderson

+6.2%

5 years, per year

VUGJSMLFaded: behind in that period

1–3JSML wins

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

VUG vs VO

YTD

VanguardVUG

+4.2%

VOVanguard

+13.6%

+4.2%Year to date+13.6%

−15.1%Worst drop · 1Y−8.2%

19.1%Volatility · 1Y13.1%

0.4%Yield1.4%

$233BAssets$103B

4–0VO wins

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

Cost, Income and Risk

Fees: VO, JSML, IWF, VUG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

IWF0.18%$18

JSML0.30%$30

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

Yields: VO, JSML, IWF, VUG

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

VUG0.41%$41

IWF0.38%$38

JSML0.30%$30

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

VUG$41 − $3 = $38

IWF$38 − $18 = $20

JSML$30 − $30 = $0

KeptFee

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

Overlap: VO, JSML, IWF, VUG

Today

78.1%most shared, IWF and VUG

VOJSMLIWFVUG

VO—0.0%9.2%10.2%

JSML0.0%—0.0%0.0%

IWF9.2%0.0%—78.1%

VUG10.2%0.0%78.1%—

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

Return vs Bumpiness: 4 ETFs

+21.9%JSML, at 22.4% volatility

VOWorst drop−8.2%13.1% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% 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

VOJSML

+13.6%Year to date+20.7%

1.4%Yield0.3%

+15.6%Past year+21.9%

0.03%Fee0.30%

2–2level

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

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

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