SIZE vs VUG

ASIZE

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.36%SIZE · $136 on $10k

Smallest drop−8.0%SIZE · worst fall in 1Y

Held in common17.7%SIZE and VUG

SIZE

VUG

iShares MSCI USA Size Factor ETF · $425MVanguard Morningstar Growth ETF · $233B

+18.1%3 years · per year$16,483 · $18,569+22.9%

+7.5%5 years · per year$14,354 · $16,565+10.6%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

1.36%12-mo yield$136 · $41 on $10k0.41%

−8.0%Worst dropSmaller wins−15.1%

13.4%VolatilityLower wins19.1%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSIZE · VUG

0.3%SNOW0.3%

0.3%CRWD0.7%

0.2%NET0.3%

0.3%DELL0.2%

Held in common17.7%

End-of-day Nov 9, 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.36%	+2.5%	+13.4%	+16.0%	+18.1%	+7.5%	−8.0%	$425M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.36%	+2.5%	+13.4%	+16.0%	+18.1%	+7.5%	−8.0%	$425M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SIZE vs VUG

SIZE

iShares MSCI USA Size Factor

$14,354

VUG

Vanguard Morningstar Growth

$16,565

MeasureSIZEVUG

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.36%0.41%

5 years, per year+7.5%+10.6%

3 years, per year+18.1%+22.9%

Worst drop · 1Y−8.0%−15.1%

Volatility · 1Y13.4%19.1%

3–3measures won
level

17.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: SIZE, VUG, IVV

Today

55.1%most shared, VUG and IVV

SIZEVUGIVV

SIZE—17.7%42.0%

VUG17.7%—55.1%

IVV42.0%55.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, SIZE

SIZE$136 − $15 = $121

IVV$111 − $3 = $108

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee