VUG vs SMLL

AVUG

BSMLL

Measures won1–3SMLL wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · DFAS $13,927

Lowest cost0.03%VUG · $3 on $10k

Most income2.11%SMLL · $211 on $10k

Smallest drop−9.4%DFAS · worst fall in 1Y

Held in common0.0%VUG and SMLL

VUG

SMLL

Vanguard Morningstar Growth ETF · $233BHarbor Active Small Cap ETF (SMLL) · $14M

+22.6%3 years · per year$18,415 · […][…]

+10.0%5 years · per year$16,124 · […][…]

0.03%Expense ratio$3 · $80 on $10k · lower wins0.80%

0.42%12-mo yield$42 · $211 on $10k2.11%

−15.1%Worst dropSmaller wins−12.1%

19.0%VolatilityLower wins17.5%

1–3SMLL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVUG · SMLL

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 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	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	DFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
3	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.11%	−0.2%	+12.3%	+10.7%	new	new	−12.1%	$14M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	DFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
3	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.11%	−0.2%	+12.3%	+10.7%	new	new	−12.1%	$14M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VUG vs SMLL

VUG

Vanguard Morningstar Growth

$16,124

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

MeasureVUGSMLL

Fee0.03%0.80%

Cost on $10k a year$3$80

Yield0.42%2.11%

5 years, per year+10.0%[…]

3 years, per year+22.6%[…]

Worst drop · 1Y−15.1%−12.1%

Volatility · 1Y19.0%17.5%

3–1measures won
SMLL first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DFAS, SMLL, VUG

Today

3.8%most shared, DFAS and SMLL

DFASSMLLVUG

DFAS—3.8%0.0%

SMLL3.8%—0.0%

VUG0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$131most kept, SMLL

SMLL$211 − $80 = $131

DFAS$103 − $30 = $73

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee