SMLF vs VIG

ASMLF

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SMLF $15,942

Lowest cost0.04%VIG · $4 on $10k

Most income1.46%VIG · $146 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

+21.4%3 years · per year$17,876 · $16,775+18.8%

+9.8%5 years · per year$15,942 · $16,638+10.7%

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

0.98%12-mo yield$98 · $146 on $10k1.46%

−8.7%Worst dropSmaller wins−7.9%

17.5%VolatilityLower wins11.0%

1–5VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMLF · VIG

0.7%WSM0.1%

0.3%CASY0.1%

0.5%RGLD0.1%

0.6%RS0.1%

Held in common3.1%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	0.98%	+3.3%	+16.0%	+19.5%	+21.4%	+9.8%	−8.7%	$4.3B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	0.98%	+3.3%	+16.0%	+19.5%	+21.4%	+9.8%	−8.7%	$4.3B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B

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

SMLF vs VIG

SMLF

iShares U.S. Small-Cap Equity Factor

$15,942

VIG

Vanguard Dividend Appreciation

$16,638

MeasureSMLFVIG

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield0.98%1.46%

5 years, per year+9.8%+10.7%

3 years, per year+21.4%+18.8%

Worst drop · 1Y−8.7%−7.9%

Volatility · 1Y17.5%11.0%

5–1measures won
VIG first

3.1%

holdings shared

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

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

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

Overlap: SMLF, VIG, IWF

Today

32.6%most shared, VIG and IWF

SMLFVIGIWF

SMLF—3.1%2.9%

VIG3.1%—32.6%

IWF2.9%32.6%—

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

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

SMLF$98 − $15 = $83

IWF$38 − $18 = $20

KeptFee

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