Compare · 3 funds side by side · dividends reinvested

VUG, SMLF and IJR

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,151VUG · best of the three

Story of the three · IncomeMost incomeIJR · 1.21% · $121 a year on $10k

Story of the three · RiskSmallest drop

VUG, SMLF and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.0%+19.2%+17.1%+4.8%−9.7%16.4%$106B1.8

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%0.99%+14.8%+15.6%+20.8%+8.8%−8.7%17.5%$4.3B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$233B2.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: VUG 2004 · SMLF 2015 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Growth ETF · $233B$16,151

VUG

SMLF

iShares U.S. Small-Cap Equity Factor ETF · $4.3B$15,267

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

VUGMeasure

More Ways to See the Pairs

VUG vs SMLF: Top 5 Holdings

Today

VUG

45.2%in top 5

SMLF

in top 53.3%

VUGStockSMLF

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

Cost, Income and Risk

Fees: VUG, SMLF, IJR

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

SMLF0.15%$15

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: VUG, SMLF, IJR

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SMLF

+3.9%Year to dateJan 1 → Nov 13+14.8%

+2.8%1 yearTotal return+15.6%

+21.6%3 years · per year$10,000 became $17,979 · $17,640+20.8%

+10.1%5 years · per year$10,000 became $16,151 · $15,267+8.8%

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

0.41%Trailing 12-mo yield$41 · $99 a year on $10k0.99%

−15.1%Worst dropSmaller is better−8.7%

19.1%VolatilityLower is calmer17.5%

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

3–5SMLF wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5EME0.8%

not top 5WSM0.7%

not top 5JBL0.6%

not top 5NVT0.6%

not top 5RS0.6%

Held in common0.3%

End-of-day Nov 13, 2026 · share of each fund

VUG vs SMLF Returns, Every Period

5Y

VanguardVUG

+10.1%

5 years, per year

SMLFiShares

+8.8%

5 years, per year

VUGSMLFFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

VUG vs IJR

YTD

VanguardVUG

+3.9%

IJRiShares

+18.0%

+3.9%Year to date+18.0%

−15.1%Worst drop · 1Y−9.7%

19.1%Volatility · 1Y16.4%

0.4%Yield1.2%

$233BAssets$106B

4–0IJR wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

SMLF0.99%$99

VUG0.41%$41

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$115most kept, IJR

IJR$121 − $6 = $115

SMLF$99 − $15 = $84

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: VUG, SMLF, IJR

Today

21.3%most shared, SMLF and IJR

VUGSMLFIJR

VUG—0.3%0.0%

SMLF0.3%—21.3%

IJR0.0%21.3%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+19.2%IJR, at 16.4% volatility

IJRWorst drop−9.7%16.4% vol

SMLFWorst drop−8.7%17.5% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

IJRSMLF

+18.0%Year to date+14.8%

1.2%Yield1.0%

+19.2%Past year+15.6%

0.06%Fee0.15%

4–0IJR wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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VUG, SMLF and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three