IJS vs VUG

AIJS

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,099SPY · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income1.42%IJS · $142 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.0%IJS and VUG

IJS

VUG

iShares S&P Small-Cap 600 Value ETF · $7.6BVanguard Morningstar Growth ETF · $233B

+18.0%3 years · per year$16,426 · $18,532+22.8%

+6.4%5 years · per year$13,664 · $16,052+9.9%

0.18%Expense ratio$18 · $3 on $10k · lower wins0.03%

1.42%12-mo yield$142 · $43 on $10k0.43%

−9.3%Worst dropSmaller wins−15.1%

16.3%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJS · VUG

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

Held in common0.0%

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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−3.4%	+16.2%	+21.7%	+18.0%	+6.4%	−9.3%	$7.6B

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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−3.4%	+16.2%	+21.7%	+18.0%	+6.4%	−9.3%	$7.6B

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

IJS vs VUG

IJS

iShares S&P Small-Cap 600 Value

$13,664

VUG

Vanguard Morningstar Growth

$16,052

MeasureIJSVUG

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield1.42%0.43%

5 years, per year+6.4%+9.9%

3 years, per year+18.0%+22.8%

Worst drop · 1Y−9.3%−15.1%

Volatility · 1Y16.3%19.0%

3–3measures won
level

0.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

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

Overlap: IJS, VUG, SPY

Today

55.4%most shared, VUG and SPY

IJSVUGSPY

IJS—0.0%0.0%

VUG0.0%—55.4%

SPY0.0%55.4%—

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

Income After Fees on $10,000

$124most kept, IJS

IJS$142 − $18 = $124

SPY$103 − $9 = $94

VUG$43 − $3 = $40

KeptFee

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