ESML vs VUG

AESML

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,052VUG · IWF $15,330

Lowest cost0.03%VUG · $3 on $10k

Most income0.96%ESML · $96 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

+19.9%3 years · per year$17,242 · $18,532+22.8%

+6.4%5 years · per year$13,644 · $16,052+9.9%

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

0.96%12-mo yield$96 · $43 on $10k0.43%

−9.0%Worst dropSmaller wins−15.1%

16.7%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsESML · VUG

0.1%TKO0.0%

0.0%SYM0.0%

Held in common0.1%

End-of-day Nov 5, 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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	AESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk	0.17%	0.96%	−4.0%	+14.7%	+18.8%	+19.9%	+6.4%	−9.0%	$2.7B

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

All Three

5Y3 funds

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	AESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk	0.17%	0.96%	−4.0%	+14.7%	+18.8%	+19.9%	+6.4%	−9.0%	$2.7B

End-of-day Nov 5, 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

$13,644

VUG

Vanguard Morningstar Growth

$16,052

MeasureESMLVUG

Fee0.17%0.03%

Cost on $10k a year$17$3

Yield0.96%0.43%

5 years, per year+6.4%+9.9%

3 years, per year+19.9%+22.8%

Worst drop · 1Y−9.0%−15.1%

Volatility · 1Y16.7%19.0%

3–3measures won
level

0.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ESML, VUG, IWF

Today

78.0%most shared, VUG and IWF

ESMLVUGIWF

ESML—0.1%1.9%

VUG0.1%—78.0%

IWF1.9%78.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$79most kept, ESML

ESML$96 − $17 = $79

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee