SMMV vs VUG

ASMMV

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,052VUG · SMMV $13,412

Lowest cost0.03%VUG · $3 on $10k

Most income1.57%SMMV · $157 on $10k

Smallest drop−7.0%SMMV · worst fall in 1Y

Held in common0.0%SMMV and VUG

SMMV

VUG

iShares MSCI USA Small-Cap Min Vol Factor ETF · $285MVanguard Morningstar Growth ETF · $233B

+15.1%3 years · per year$15,234 · $18,532+22.8%

+6.0%5 years · per year$13,412 · $16,052+9.9%

0.20%Expense ratio$20 · $3 on $10k · lower wins0.03%

1.57%12-mo yield$157 · $43 on $10k0.43%

−7.0%Worst dropSmaller wins−15.1%

9.8%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSMMV · VUG

0.2%TKO0.0%

Held in common0.0%

End-of-day Nov 5, 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%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ASMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk		0.20%	1.57%	−2.0%	+9.6%	+13.3%	+15.1%	+6.0%	−7.0%	$285M

End-of-day Nov 5, 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%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ASMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk		0.20%	1.57%	−2.0%	+9.6%	+13.3%	+15.1%	+6.0%	−7.0%	$285M

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

Cards for this view

SMMV vs VUG

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,413

VUG

Vanguard Morningstar Growth

$16,052

MeasureSMMVVUG

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield1.57%0.43%

5 years, per year+6.0%+9.9%

3 years, per year+15.1%+22.8%

Worst drop · 1Y−7.0%−15.1%

Volatility · 1Y9.8%19.0%

3–3measures won
level

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SMMV, VUG

Today

0.0%most shared, SMMV and VUG

SMMVVUG

SMMV—0.0%

VUG0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$137most kept, SMMV

SMMV$157 − $20 = $137

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee