ESML vs VUG

AESML

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,153VUG · ESML $14,470

Lowest cost0.03%VUG · $3 on $10k

Most income0.92%ESML · $92 on $10k

Smallest drop−9.0%ESML · worst fall in 1Y

Held in common0.1%ESML and VUG

ESML

VUG

iShares ESG Aware MSCI USA Small-Cap ETF · $2.7BVanguard Morningstar Growth ETF · $233B

+21.9%3 years · per year$18,109 · $19,712+25.4%

+7.7%5 years · per year$14,470 · $17,153+11.4%

0.17%Expense ratio$17 · $3 on $10k · lower wins0.03%

0.92%12-mo yield$92 · $40 on $10k0.40%

−9.0%Worst dropSmaller wins−16.1%

16.3%VolatilityLower wins18.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsESML · VUG

0.1%TKO0.0%

0.0%SYM0.0%

Held in common0.1%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	AESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk		0.17%	0.92%	+1.3%	+19.6%	+21.9%	+21.9%	+7.7%	−9.0%	$2.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	AESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk		0.17%	0.92%	+1.3%	+19.6%	+21.9%	+21.9%	+7.7%	−9.0%	$2.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ESML vs VUG

ESML

iShares ESG Aware MSCI USA Small-Cap

$14,470

VUG

Vanguard Morningstar Growth

$17,153

MeasureESMLVUG

Fee0.17%0.03%

Cost on $10k a year$17$3

Yield0.92%0.40%

5 years, per year+7.7%+11.4%

3 years, per year+21.9%+25.4%

Worst drop · 1Y−9.0%−16.1%

Volatility · 1Y16.3%18.2%

3–3measures won
level

0.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: ESML, VUG

Today

0.1%most shared, ESML and VUG

ESMLVUG

ESML—0.1%

VUG0.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$75most kept, ESML

ESML$92 − $17 = $75

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee