Compare · 3 funds side by side · dividends reinvested

VUG, SMMD and IJR

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,394VUG · best of the three

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

Story of the three · RiskSmallest drop

VUG, SMMD 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%+18.5%+21.3%+16.2%+5.7%−9.7%16.3%$107B1.6

iShares Russell 2500 ETFUS Stock Styles · Large cap0.23%1.14%+17.5%+20.6%+19.0%+6.5%−9.7%17.2%$4.3B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−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 10, 2026 · returns include dividends · since: VUG 2004 · SMMD 2017 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Growth ETF · $233B$16,394

VUG

SMMD

iShares Russell 2500 ETF · $4.3B$13,672

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

VUGMeasure

More Ways to See the Pairs

VUG vs SMMD: Top 5 Holdings

Today

VUG

45.2%in top 5

SMMD

in top 51.7%

VUGStockSMMD

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, SMMD, IJR

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

SMMD0.23%$23

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

Yields: VUG, SMMD, IJR

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SMMD

+3.4%Year to dateJan 1 → Nov 10+17.5%

+4.2%1 yearTotal return+20.6%

+22.2%3 years · per year$10,000 became $18,230 · $16,872+19.0%

+10.4%5 years · per year$10,000 became $16,394 · $13,672+6.5%

0.03%Expense ratio$3 · $23 a year on $10k · lower is better0.23%

0.41%Trailing 12-mo yield$41 · $114 a year on $10k1.14%

−15.1%Worst dropSmaller is better−9.7%

19.1%VolatilityLower is calmer17.2%

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

3–5SMMD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5ATI0.3%

not top 5USFD0.3%

not top 5RGLD0.3%

not top 5VTRS0.3%

not top 5THC0.3%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

VUG vs SMMD Returns, Every Period

5Y

VanguardVUG

+10.4%

5 years, per year

SMMDiShares

+6.5%

5 years, per year

VUGSMMDFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

VUG vs IJR

YTD

VanguardVUG

+3.4%

IJRiShares

+18.5%

+3.4%Year to date+18.5%

−15.1%Worst drop · 1Y−9.7%

19.1%Volatility · 1Y16.3%

0.4%Yield1.2%

$233BAssets$107B

4–0IJR wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

SMMD1.14%$114

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$115most kept, IJR

IJR$121 − $6 = $115

SMMD$114 − $23 = $91

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: VUG, SMMD, IJR

Today

23.5%most shared, SMMD and IJR

VUGSMMDIJR

VUG—0.0%0.0%

SMMD0.0%—23.5%

IJR0.0%23.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+21.3%IJR, at 16.3% volatility

IJRWorst drop−9.7%16.3% vol

SMMDWorst drop−9.7%17.2% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IJRSMMD

+18.5%Year to date+17.5%

1.2%Yield1.1%

+21.3%Past year+20.6%

0.06%Fee0.23%

4–0IJR wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

Loading…

VUG, SMMD and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three