SMLF vs VIG

ASMLF

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · SMLF $16,794

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common3.1%SMLF and VIG

SMLF

VIG

iShares U.S. Small-Cap Equity Factor ETF · $4.3BVanguard Dividend Appreciation ETF · $109B

+23.1%3 years · per year$18,634 · $17,533+20.6%

+10.9%5 years · per year$16,794 · $17,005+11.2%

0.15%Expense ratio$15 · $4 on $10k · lower wins0.04%

0.98%12-mo yield$98 · $144 on $10k1.44%

−8.7%Worst dropSmaller wins−7.9%

16.9%VolatilityLower wins10.2%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMLF · VIG

0.7%WSM0.1%

0.3%CASY0.1%

0.4%RGLD0.1%

0.6%RS0.1%

Held in common3.1%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk		0.15%	0.98%	+1.2%	+16.7%	+18.1%	+23.1%	+10.9%	−8.7%	$4.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk		0.15%	0.98%	+1.2%	+16.7%	+18.1%	+23.1%	+10.9%	−8.7%	$4.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SMLF vs VIG

SMLF

iShares U.S. Small-Cap Equity Factor

$16,794

VIG

Vanguard Dividend Appreciation

$17,005

MeasureSMLFVIG

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield0.98%1.44%

5 years, per year+10.9%+11.2%

3 years, per year+23.1%+20.6%

Worst drop · 1Y−8.7%−7.9%

Volatility · 1Y16.9%10.2%

5–1measures won
VIG first

3.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SMLF, VIG

Today

3.1%most shared, SMLF and VIG

SMLFVIG

SMLF—3.1%

VIG3.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

SMLF$98 − $15 = $83

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee