SMLF vs VB

ASMLF

BVB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · SMLF $15,772

Lowest cost0.03%VB · $3 on $10k

Most income1.28%VB · $128 on $10k

Smallest drop−8.7%SMLF · worst fall in 1Y

Held in common48.7%SMLF and VB

SMLF

iShares U.S. Small-Cap Equity Factor ETF · $4.2BVanguard Morningstar Small-Cap ETF · $76.9B

+20.9%3 years · per year$17,680 · $16,654+18.5%

+9.5%5 years · per year$15,772 · $13,413+6.0%

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

1.02%12-mo yield$102 · $128 on $10k1.28%

−8.7%Worst dropSmaller wins−9.0%

17.3%VolatilityLower wins16.2%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMLF · VB

0.5%P0.5%

0.7%EME0.4%

0.6%JBL0.4%

0.7%WSM0.3%

Held in common48.7%

End-of-day Nov 6, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	1.02%	+0.5%	+12.3%	+13.5%	+20.9%	+9.5%	−8.7%	$4.2B
3	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	1.02%	+0.5%	+12.3%	+13.5%	+20.9%	+9.5%	−8.7%	$4.2B
3	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SMLF vs VB

SMLF

iShares U.S. Small-Cap Equity Factor

$15,772

Vanguard Morningstar Small-Cap

$13,414

MeasureSMLFVB

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.02%1.28%

5 years, per year+9.5%+6.0%

3 years, per year+20.9%+18.5%

Worst drop · 1Y−8.7%−9.0%

Volatility · 1Y17.3%16.2%

3–3measures won
level

48.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: SMLF, VB, VUG

Today

48.7%most shared, SMLF and VB

SMLFVBVUG

SMLF—48.7%0.3%

VB48.7%—0.4%

VUG0.3%0.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$125most kept, VB

VB$128 − $3 = $125

SMLF$102 − $15 = $87

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee