Compare · 3 funds side by side · dividends reinvested

VUG, SMLF and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

VUG, SMLF and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%1.02%+11.7%+14.6%+21.0%+9.5%−8.7%17.4%$4.3B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: VUG 2004 · SMLF 2015 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,052

VUG

SMLF

iShares U.S. Small-Cap Equity Factor ETF · $4.3B$15,777

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

VUGMeasureSMLF

+0.5%Year to dateJan 1 → Nov 5+11.7%

−0.6%1 yearTotal return+14.6%

+22.8%3 years · per year$10,000 became $18,532 · $17,700+21.0%

+9.9%5 years · per year$10,000 became $16,052 · $15,777+9.5%

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

0.43%Trailing 12-mo yield$43 · $102 a year on $10k1.02%

−15.1%Worst dropSmaller is better−8.7%

19.0%VolatilityLower is calmer17.4%

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

3–5SMLF wins

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

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

not top 5EME0.8%

not top 5WSM0.7%

not top 5JBL0.6%

not top 5RS0.6%

not top 5NVT0.6%

Held in common0.3%

End-of-day Nov 5, 2026 · share of each fund

VUG vs SMLF Returns, Every Period

VanguardVUG

+9.9%

5 years, per year

SMLFiShares

+9.5%

5 years, per year

VUGSMLFFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

VUG vs SMLF

YTD

VanguardVUG

+0.5%

SMLFiShares

+11.7%

+0.5%Year to date+11.7%

−15.1%Worst drop · 1Y−8.7%

19.0%Volatility · 1Y17.4%

0.4%Yield1.0%

$233BAssets$4.3B

4–0SMLF wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VUG, SMLF, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SMLF0.15%$15

IWF0.18%$18

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VUG, SMLF, IWF

1.02%highest, SMLF

FundTrailing yieldYield$10k

SMLF1.02%$102

VUG0.43%$43

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$87most kept, SMLF

SMLF$102 − $15 = $87

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VUG, SMLF, IWF

Today

78.0%most shared, VUG and IWF

VUGSMLFIWF

VUG—0.3%78.0%

SMLF0.3%—2.9%

IWF78.0%2.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.6%SMLF, at 17.4% volatility

SMLFWorst drop−8.7%17.4% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SMLFVUG

+11.7%Year to date+0.5%

1.0%Yield0.4%

+14.6%Past year−0.6%

0.15%Fee0.03%

3–1SMLF wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026