VUG vs SMLF5YVUGVUGAvsBSMLFSMLFVanguard Morningstar Growth ETF · $233BiShares U.S. Small-Cap Equity Factor ETF · $4.3BReturns · dividends in+21.6%3 years · per year$17,979 · $17,640+20.8%+10.1%5 years · per year$16,151 · $15,267+8.8%Cost and income0.03%Expense ratio$3 · $15 on $10k · lower wins0.15%0.41%12-mo yield$41 · $99 on $10k
Overlap: DON, SMLF, VUGToday24.2%most shared, DON and SMLFDONSMLFVUGDON—24.2%0.0%SMLF24.2%—0.3%VUG0.0%0.3%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
VUG vs SMLF5YAVUGVanguard Morningstar Growth$16,151vsSMLFBiShares U.S. Small-Cap Equity Factor$15,267$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B2BSMLFiShares U.S. Small-Cap Equity Factor ETFReadDesk0.15%0.99%−0.1%+14.8%+15.6%+20.8%+8.8%−8.7%$4.3B3DONWisdomTree U.S. MidCap Dividend FundReadDesk0.38%1.88%+0.4%+15.0%+15.7%+15.4%+7.9%−9.1%$4.0BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B2BSMLFiShares U.S. Small-Cap Equity Factor ETFReadDesk0.15%0.99%−0.1%+14.8%+15.6%+20.8%+8.8%−8.7%$4.3B3DONWisdomTree U.S. MidCap Dividend FundReadDesk0.38%1.88%+0.4%+15.0%+15.7%+15.4%+7.9%−9.1%$4.0BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.9B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
Overlap: DON, SMLF, VUGToday24.2%most shared, DON and SMLFDONSMLFVUGDON—24.2%0.0%SMLF24.2%—0.3%VUG0.0%0.3%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$150most kept, DONDON$188 − $38 = $150SMLF$99 − $15 = $84VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee