HUMM vs SMLF

AHUMM

BSMLF

Measures won0–2SMLF wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · SMLF $15,772

Lowest cost0.03%VUG · $3 on $10k

Most income1.02%SMLF · $102 on $10k

Smallest drop−8.7%SMLF · worst fall in 1Y

Held in common0.6%HUMM and SMLF

HUMM

SMLF

800VDC AI Datacenter Ecosystem ETF · $2MiShares U.S. Small-Cap Equity Factor ETF · $4.2B

[…]3 years · per year[…] · $17,680+20.9%

[…]5 years · per year[…] · $15,772+9.5%

0.49%Expense ratio$49 · $15 on $10k · lower wins0.15%

0.00%12-mo yield$0 · $102 on $10k1.02%

[…]Worst dropSmaller wins−8.7%

[…]VolatilityLower wins17.3%

0–2SMLF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHUMM · SMLF

4.0%FLEX0.5%

2.8%AEIS0.1%

4.5%VICR0.0%

4.9%NVTS0.0%

Held in common0.6%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	1.02%	+0.5%	+12.3%	+13.5%	+20.9%	+9.5%	−8.7%	$4.2B
3	AHUMM	800VDC AI Datacenter Ecosystem ETFRead Desk	0.49%	0.00%	+2.5%	new	new	new	new	[…]	$2M

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	1.02%	+0.5%	+12.3%	+13.5%	+20.9%	+9.5%	−8.7%	$4.2B
3	AHUMM	800VDC AI Datacenter Ecosystem ETFRead Desk	0.49%	0.00%	+2.5%	new	new	new	new	[…]	$2M

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

HUMM vs SMLF

HUMM

800VDC AI Datacenter Ecosystem

[…]

SMLF

iShares U.S. Small-Cap Equity Factor

$15,772

MeasureHUMMSMLF

Fee0.49%0.15%

Cost on $10k a year$49$15

Yield0.00%1.02%

5 years, per year[…]+9.5%

3 years, per year[…]+20.9%

Worst drop · 1Y[…]−8.7%

Volatility · 1Y[…]17.3%

2–0measures won
SMLF first

0.6%

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$59.7B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: HUMM, SMLF, VUG

Today

0.9%most shared, HUMM and VUG

HUMMSMLFVUG

HUMM—0.6%0.9%

SMLF0.6%—0.3%

VUG0.9%0.3%—

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

Income After Fees on $10,000

$87most kept, SMLF

SMLF$102 − $15 = $87

VUG$42 − $3 = $39

HUMM$0 − $49 = −$49

KeptFee

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