VUG vs SMLF

AVUG

BSMLF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income0.98%SMLF · $98 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common0.3%VUG and SMLF

VUG

SMLF

Vanguard Morningstar Growth ETF · $233BiShares U.S. Small-Cap Equity Factor ETF · $4.2B

+22.9%3 years · per year$18,569 · $17,876+21.4%

+10.6%5 years · per year$16,565 · $15,942+9.8%

0.03%Expense ratio$3 · $15 on $10k · lower wins0.15%

0.41%12-mo yield$41 · $98 on $10k0.98%

−15.1%Worst dropSmaller wins−8.7%

19.1%VolatilityLower wins17.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVUG · SMLF

0.1%FLEX0.5%

0.1%RDDT0.2%

0.1%INSM0.4%

0.0%ASTS0.1%

Held in common0.3%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	0.98%	+3.3%	+16.0%	+19.5%	+21.4%	+9.8%	−8.7%	$4.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	0.98%	+3.3%	+16.0%	+19.5%	+21.4%	+9.8%	−8.7%	$4.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VUG vs SMLF

VUG

Vanguard Morningstar Growth

$16,565

SMLF

iShares U.S. Small-Cap Equity Factor

$15,942

MeasureVUGSMLF

Fee0.03%0.15%

Cost on $10k a year$3$15

Yield0.41%0.98%

5 years, per year+10.6%+9.8%

3 years, per year+22.9%+21.4%

Worst drop · 1Y−15.1%−8.7%

Volatility · 1Y19.1%17.5%

3–3measures won
level

0.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DFAC, SMLF, VUG

Today

35.8%most shared, DFAC and VUG

DFACSMLFVUG

DFAC—14.9%35.8%

SMLF14.9%—0.3%

VUG35.8%0.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$83most kept, SMLF

SMLF$98 − $15 = $83

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee