Compare · 2 funds side by side · dividends reinvested

VUG and SMLF

VUGVanguard×SMLFiShares×

Versus in desk

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

02 / 04

VUG and SMLF, 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%$4.1B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.6

Rank among the two1st → 2ndFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Small-Cap Equity Factor ETF · $4.1B$15,777

SMLF

VUG

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

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

SMLFMeasureVUG

+11.7%Year to dateJan 1 → Nov 5+0.5%

+14.6%1 yearTotal return−0.6%

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

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

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

1.02%Trailing 12-mo yield$102 · $43 a year on $10k0.43%

−8.7%Worst dropSmaller is better−15.1%

17.4%VolatilityLower is calmer19.0%

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

5–3SMLF wins

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

More Ways to See the Pairs

SMLF vs VUG: Top 5 Holdings

Today

SMLF

3.3%in top 5

VUG

in top 545.2%

SMLFStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

0.8%EMEnot top 5

0.7%WSMnot top 5

0.6%JBLnot top 5

0.6%RSnot top 5

0.6%NVTnot top 5

Held in common0.3%

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

SMLF vs VUG Returns, Every Period

iSharesSMLF

+9.5%

5 years, per year

VUGVanguard

+9.9%

5 years, per year

SMLFVUGFaded: behind in that period

2–2Level

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

SMLF vs VUG

YTD

iSharesSMLF

+11.7%

VUGVanguard

+0.5%

+11.7%Year to date+0.5%

−8.7%Worst drop · 1Y−15.1%

17.4%Volatility · 1Y19.0%

1.0%Yield0.4%

$4.1BAssets$233B

4–0SMLF wins

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

Cost, Income and Risk

Fees: VUG, SMLF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SMLF0.15%$15

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

Yields: VUG, SMLF

1.02%highest, SMLF

FundTrailing yieldYield$10k

SMLF1.02%$102

VUG0.43%$43

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

KeptFee

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

Overlap: VUG, SMLF

Today

0.3%most shared, VUG and SMLF

VUGSMLF

VUG—0.3%

SMLF0.3%—

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

Return vs Bumpiness: 2 ETFs

+14.6%SMLF, at 17.4% volatility

SMLFWorst drop−8.7%17.4% vol

VUGWorst drop−15.1%19.0% 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 Two

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$59.1B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026