VB vs VUG

AVB

BVUG

Measures won3–2VB wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VUG $16,565

Lowest cost0.03%VB · $3 on $10k

Most income1.24%VB · $124 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common0.4%VB and VUG

VUG

Vanguard Morningstar Small-Cap ETF · $76.9BVanguard Morningstar Growth ETF · $233B

+18.8%3 years · per year$16,782 · $18,569+22.9%

+6.2%5 years · per year$13,532 · $16,565+10.6%

0.03%Expense ratio$3 · $3 on $10k · lower wins0.03%

1.24%12-mo yield$124 · $41 on $10k0.41%

−9.0%Worst dropSmaller wins−15.1%

16.4%VolatilityLower wins19.1%

3–2VB wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVB · VUG

0.3%FLEX0.1%

0.2%INSM0.1%

0.1%TPL0.1%

0.1%ASTS0.0%

Held in common0.4%

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 Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
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	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
4	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.24%	+3.1%	+15.3%	+19.2%	+18.8%	+6.2%	−9.0%	$76.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
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	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
4	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.24%	+3.1%	+15.3%	+19.2%	+18.8%	+6.2%	−9.0%	$76.9B

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

VB vs VUG

Vanguard Morningstar Small-Cap

$13,533

VUG

Vanguard Morningstar Growth

$16,565

MeasureVBVUG

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.24%0.41%

5 years, per year+6.2%+10.6%

3 years, per year+18.8%+22.9%

Worst drop · 1Y−9.0%−15.1%

Volatility · 1Y16.4%19.1%

3–2measures won
VB first

0.4%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM 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

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$77.9BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

Overlap: VB, VUG, IVV, IWF

Today

78.1%most shared, VUG and IWF

VBVUGIVVIWF

VB—0.4%3.5%3.9%

VUG0.4%—55.1%78.1%

IVV3.5%55.1%—56.0%

IWF3.9%78.1%56.0%—

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

Income After Fees on $10,000

$121most kept, VB

VB$124 − $3 = $121

IVV$111 − $3 = $108

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

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