VUG vs IJS

AVUG

BIJS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,565VUG · SLYV $13,688

Lowest cost0.03%VUG · $3 on $10k

Most income2.06%SMLL · $206 on $10k

Smallest drop−9.3%IJS · worst fall in 1Y

Held in common0.0%VUG and IJS

VUG

IJS

Vanguard Morningstar Growth ETF · $233BiShares S&P Small-Cap 600 Value ETF · $7.8B

+22.9%3 years · per year$18,569 · $16,208+17.5%

+10.6%5 years · per year$16,565 · $13,632+6.4%

0.03%Expense ratio$3 · $18 on $10k · lower wins0.18%

0.41%12-mo yield$41 · $138 on $10k1.38%

−15.1%Worst dropSmaller wins−9.3%

19.1%VolatilityLower wins16.3%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVUG · IJS

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

Held in common0.0%

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 Four

5Y4 funds

#
1	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	SLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk	0.15%	1.92%	+2.8%	+19.1%	+24.5%	+17.5%	+6.5%	−9.4%	$4.9B
3	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.38%	+2.8%	+18.9%	+24.5%	+17.5%	+6.4%	−9.3%	$7.8B
4	SMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.06%	+2.4%	+15.0%	+17.7%	new	new	−12.1%	$13M

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

All Four

5Y4 funds

#
1	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	SLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk	0.15%	1.92%	+2.8%	+19.1%	+24.5%	+17.5%	+6.5%	−9.4%	$4.9B
3	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.38%	+2.8%	+18.9%	+24.5%	+17.5%	+6.4%	−9.3%	$7.8B
4	SMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.06%	+2.4%	+15.0%	+17.7%	new	new	−12.1%	$13M

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

VUG vs IJS

VUG

Vanguard Morningstar Growth

$16,565

IJS

iShares S&P Small-Cap 600 Value

$13,632

MeasureVUGIJS

Fee0.03%0.18%

Cost on $10k a year$3$18

Yield0.41%1.38%

5 years, per year+10.6%+6.4%

3 years, per year+22.9%+17.5%

Worst drop · 1Y−15.1%−9.3%

Volatility · 1Y19.1%16.3%

3–3measures won
level

0.0%

holdings shared

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

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$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: SLYV, IJS, SMLL, VUG

Today

98.8%most shared, SLYV and IJS

SLYVIJSSMLLVUG

SLYV—98.8%3.3%0.0%

IJS98.8%—3.2%0.0%

SMLL3.3%3.2%—0.0%

VUG0.0%0.0%0.0%—

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

Income After Fees on $10,000

$177most kept, SLYV

SLYV$192 − $15 = $177

SMLL$206 − $80 = $126

IJS$138 − $18 = $120

VUG$41 − $3 = $38

KeptFee

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