SMLF vs VUG

ASMLF

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,153VUG · SMLF $16,794

Lowest cost0.03%VUG · $3 on $10k

Most income0.98%SMLF · $98 on $10k

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

Held in common0.3%SMLF and VUG

SMLF

VUG

iShares U.S. Small-Cap Equity Factor ETF · $4.2BVanguard Morningstar Growth ETF · $233B

+23.1%3 years · per year$18,634 · $19,712+25.4%

+10.9%5 years · per year$16,794 · $17,153+11.4%

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

0.98%12-mo yield$98 · $40 on $10k0.40%

−8.7%Worst dropSmaller wins−16.1%

16.9%VolatilityLower wins18.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSMLF · VUG

0.6%FLEX0.1%

0.2%RDDT0.1%

0.3%INSM0.1%

0.1%ASTS0.0%

Held in common0.3%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
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%	$4.2B

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
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%	$4.2B

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 VUG

SMLF

iShares U.S. Small-Cap Equity Factor

$16,794

VUG

Vanguard Morningstar Growth

$17,153

MeasureSMLFVUG

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield0.98%0.40%

5 years, per year+10.9%+11.4%

3 years, per year+23.1%+25.4%

Worst drop · 1Y−8.7%−16.1%

Volatility · 1Y16.9%18.2%

3–3measures won
level

0.3%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: SMLF, VUG

Today

0.3%most shared, SMLF and VUG

SMLFVUG

SMLF—0.3%

VUG0.3%—

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

Income After Fees on $10,000

$83most kept, SMLF

SMLF$98 − $15 = $83

VUG$40 − $3 = $37

KeptFee

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