SMLF vs VUG

ASMLF

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income0.98%SMLF · $98 on $10k

Smallest drop−8.5%DFAC · 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

+21.4%3 years · per year$17,876 · $18,569+22.9%

+9.8%5 years · per year$15,942 · $16,565+10.6%

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

0.98%12-mo yield$98 · $41 on $10k0.41%

−8.7%Worst dropSmaller wins−15.1%

17.5%VolatilityLower wins19.1%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMLF · VUG

0.5%FLEX0.1%

0.2%RDDT0.1%

0.4%INSM0.1%

0.1%ASTS0.0%

Held in common0.3%

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	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	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%	$4.2B

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	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	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%	$4.2B

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 VUG

SMLF

iShares U.S. Small-Cap Equity Factor

$15,942

VUG

Vanguard Morningstar Growth

$16,565

MeasureSMLFVUG

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield0.98%0.41%

5 years, per year+9.8%+10.6%

3 years, per year+21.4%+22.9%

Worst drop · 1Y−8.7%−15.1%

Volatility · 1Y17.5%19.1%

3–3measures won
level

0.3%

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$59.7B

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%

$120BAssets$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: SMLF, VUG, DFAC

Today

35.8%most shared, VUG and DFAC

SMLFVUGDFAC

SMLF—0.3%14.9%

VUG0.3%—35.8%

DFAC14.9%35.8%—

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

Income After Fees on $10,000

$83most kept, SMLF

SMLF$98 − $15 = $83

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

KeptFee

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