VBR vs JSML

AVBR

BJSML

Measures won5–1VBR wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · VBR $15,143

Lowest cost0.03%VUG · $3 on $10k

Most income1.83%VBR · $183 on $10k

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

Held in common2.8%VBR and JSML

VBR

JSML

Vanguard Morningstar Small-Cap Value ETF · $35.1BJanus Henderson Small Cap Growth Alpha ETF · $377M

+19.3%3 years · per year$16,965 · $18,027+21.7%

+8.7%5 years · per year$15,143 · $13,078+5.5%

0.05%Expense ratio$5 · $30 on $10k · lower wins0.30%

1.83%12-mo yield$183 · $32 on $10k0.32%

−8.9%Worst dropSmaller wins−14.8%

14.3%VolatilityLower wins22.5%

5–1VBR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVBR · JSML

0.2%MOG-A0.8%

0.2%FCFS0.6%

0.2%PRAX0.6%

0.2%ZWS1.9%

Held in common2.8%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk	0.05%	1.83%	−2.9%	+15.9%	+20.7%	+19.3%	+8.7%	−8.9%	$35.1B
3	BJSML	Janus Henderson Small Cap Growth Alpha ETFRead Desk	0.30%	0.32%	−4.6%	+15.1%	+15.9%	+21.7%	+5.5%	−14.8%	$377M

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk	0.05%	1.83%	−2.9%	+15.9%	+20.7%	+19.3%	+8.7%	−8.9%	$35.1B
3	BJSML	Janus Henderson Small Cap Growth Alpha ETFRead Desk	0.30%	0.32%	−4.6%	+15.1%	+15.9%	+21.7%	+5.5%	−14.8%	$377M

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

VBR vs JSML

VBR

Vanguard Morningstar Small-Cap Value

$15,143

JSML

Janus Henderson Small Cap Growth Alpha

$13,078

MeasureVBRJSML

Fee0.05%0.30%

Cost on $10k a year$5$30

Yield1.83%0.32%

5 years, per year+8.7%+5.5%

3 years, per year+19.3%+21.7%

Worst drop · 1Y−8.9%−14.8%

Volatility · 1Y14.3%22.5%

5–1measures won
VBR first

2.8%

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$59.1B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VBR, JSML, VUG

Today

2.8%most shared, VBR and JSML

VBRJSMLVUG

VBR—2.8%0.0%

JSML2.8%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$178most kept, VBR

VBR$183 − $5 = $178

VUG$43 − $3 = $40

JSML$32 − $30 = $2

KeptFee

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