JSML vs VUG

AJSML

BVUG

Measures won1–5VUG wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%JSML and VUG

JSML

VUG

Janus Henderson Small Cap Growth Alpha ETF · $377MVanguard Morningstar Growth ETF · $233B

+21.7%3 years · per year$18,027 · $18,532+22.8%

+5.5%5 years · per year$13,078 · $16,052+9.9%

0.30%Expense ratio$30 · $3 on $10k · lower wins0.03%

0.32%12-mo yield$32 · $43 on $10k0.43%

−14.8%Worst dropSmaller wins−15.1%

22.5%VolatilityLower wins19.0%

1–5VUG wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJSML · 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 Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
4	AJSML	Janus Henderson Small Cap Growth Alpha ETFRead Desk	0.30%	0.32%	−4.6%	+15.1%	+15.9%	+21.7%	+5.5%	−14.8%	$377M

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

All Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
4	AJSML	Janus Henderson Small Cap Growth Alpha ETFRead Desk	0.30%	0.32%	−4.6%	+15.1%	+15.9%	+21.7%	+5.5%	−14.8%	$377M

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

JSML vs VUG

JSML

Janus Henderson Small Cap Growth Alpha

$13,078

VUG

Vanguard Morningstar Growth

$16,052

MeasureJSMLVUG

Fee0.30%0.03%

Cost on $10k a year$30$3

Yield0.32%0.43%

5 years, per year+5.5%+9.9%

3 years, per year+21.7%+22.8%

Worst drop · 1Y−14.8%−15.1%

Volatility · 1Y22.5%19.0%

5–1measures won
VUG first

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD 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$62.5B

1–1level

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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: JSML, VUG, SCHD, IWF

Today

78.0%most shared, VUG and IWF

JSMLVUGSCHDIWF

JSML—0.0%0.1%0.0%

VUG0.0%—0.8%78.0%

SCHD0.1%0.8%—3.6%

IWF0.0%78.0%3.6%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VUG$43 − $3 = $40

IWF$39 − $18 = $21

JSML$32 − $30 = $2

KeptFee

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