VUG vs SMMV

AVUG

BSMMV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,052VUG · SMMV $13,412

Lowest cost0.03%VUG · $3 on $10k

Most income5.18%NETL · $518 on $10k

Smallest drop−7.0%SMMV · worst fall in 1Y

Held in common0.0%VUG and SMMV

VUG

SMMV

Vanguard Morningstar Growth ETF · $233BiShares MSCI USA Small-Cap Min Vol Factor ETF · $285M

+22.8%3 years · per year$18,532 · $15,234+15.1%

+9.9%5 years · per year$16,052 · $13,412+6.0%

0.03%Expense ratio$3 · $20 on $10k · lower wins0.20%

0.43%12-mo yield$43 · $157 on $10k1.57%

−15.1%Worst dropSmaller wins−7.0%

19.0%VolatilityLower wins9.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVUG · SMMV

0.0%TKO0.2%

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	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.57%	−2.0%	+9.6%	+13.3%	+15.1%	+6.0%	−7.0%	$285M
3	NETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.18%	−0.9%	+6.8%	+7.5%	+10.5%	−0.6%	−16.7%	$47M

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	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.57%	−2.0%	+9.6%	+13.3%	+15.1%	+6.0%	−7.0%	$285M
3	NETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.18%	−0.9%	+6.8%	+7.5%	+10.5%	−0.6%	−16.7%	$47M

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

VUG vs SMMV

VUG

Vanguard Morningstar Growth

$16,052

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,413

MeasureVUGSMMV

Fee0.03%0.20%

Cost on $10k a year$3$20

Yield0.43%1.57%

5 years, per year+9.9%+6.0%

3 years, per year+22.8%+15.1%

Worst drop · 1Y−15.1%−7.0%

Volatility · 1Y19.0%9.8%

3–3measures won
level

0.0%

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: NETL, SMMV, VUG

Today

3.1%most shared, NETL and SMMV

NETLSMMVVUG

NETL—3.1%0.0%

SMMV3.1%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$458most kept, NETL

NETL$518 − $60 = $458

SMMV$157 − $20 = $137

VUG$43 − $3 = $40

KeptFee

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