Compare · 3 funds side by side · dividends reinvested

VUG, SIZE and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

VUG, SIZE and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.39%+10.6%+12.4%+18.0%+7.1%−8.0%13.2%$425M2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: VUG 2004 · SIZE 2013 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,124

VUG

SIZE

iShares MSCI USA Size Factor ETF · $425M$14,104

$10,000 five years ago, dividends reinvested · they hold 17.5% in common

VUGMeasureSIZE

+1.4%Year to dateJan 1 → Nov 6+10.6%

+0.2%1 yearTotal return+12.4%

+22.6%3 years · per year$10,000 became $18,415 · $16,431+18.0%

+10.0%5 years · per year$10,000 became $16,124 · $14,104+7.1%

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

0.42%Trailing 12-mo yield$42 · $139 a year on $10k1.39%

−15.1%Worst dropSmaller is better−8.0%

19.0%VolatilityLower is calmer13.2%

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

3–5SIZE wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VUG vs SIZE: Top 5 Holdings

Today

VUG

45.2%in top 5

SIZE

in top 52.0%

VUGStockSIZE

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 5SN0.4%

not top 5TEAM0.4%

not top 5KMB0.4%

not top 5OKTA0.4%

not top 5VMRK0.4%

Held in common17.5%

End-of-day Nov 6, 2026 · share of each fund

VUG vs SIZE Returns, Every Period

VanguardVUG

+10.0%

5 years, per year

SIZEiShares

+7.1%

5 years, per year

VUGSIZEFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

VUG vs VTV

YTD

VanguardVUG

+1.4%

VTVVanguard

+18.5%

+1.4%Year to date+18.5%

−15.1%Worst drop · 1Y−6.4%

19.0%Volatility · 1Y10.7%

0.4%Yield1.9%

$233BAssets$184B

4–0VTV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VUG, SIZE, VTV

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VTV0.03%$3

SIZE0.15%$15

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: VUG, SIZE, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

SIZE1.39%$139

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

SIZE$139 − $15 = $124

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: VUG, SIZE, VTV

Today

43.4%most shared, SIZE and VTV

VUGSIZEVTV

VUG—17.5%1.9%

SIZE17.5%—43.4%

VTV1.9%43.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

SIZEWorst drop−8.0%13.2% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VTVSIZE

+18.5%Year to date+10.6%

1.9%Yield1.4%

+22.9%Past year+12.4%

0.03%Fee0.15%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026