VUG vs ESML

AVUG

BESML

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · ESML $13,768

Lowest cost0.03%VUG · $3 on $10k

Most income0.96%ESML · $96 on $10k

Smallest drop−9.0%ESML · worst fall in 1Y

Held in common0.1%VUG and ESML

VUG

ESML

Vanguard Morningstar Growth ETF · $233BiShares ESG Aware MSCI USA Small-Cap ETF · $2.7B

+22.6%3 years · per year$18,415 · $17,255+19.9%

+10.0%5 years · per year$16,124 · $13,768+6.6%

0.03%Expense ratio$3 · $17 on $10k · lower wins0.17%

0.42%12-mo yield$42 · $96 on $10k0.96%

−15.1%Worst dropSmaller wins−9.0%

19.0%VolatilityLower wins16.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVUG · ESML

0.0%TKO0.1%

0.0%SYM0.0%

Held in common0.1%

End-of-day Nov 6, 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	AVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk		0.17%	0.96%	+0.7%	+15.5%	+18.0%	+19.9%	+6.6%	−9.0%	$2.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk		0.17%	0.96%	+0.7%	+15.5%	+18.0%	+19.9%	+6.6%	−9.0%	$2.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VUG vs ESML

VUG

Vanguard Morningstar Growth

$16,124

ESML

iShares ESG Aware MSCI USA Small-Cap

$13,768

MeasureVUGESML

Fee0.03%0.17%

Cost on $10k a year$3$17

Yield0.42%0.96%

5 years, per year+10.0%+6.6%

3 years, per year+22.6%+19.9%

Worst drop · 1Y−15.1%−9.0%

Volatility · 1Y19.0%16.7%

3–3measures won
level

0.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: VUG, ESML

Today

0.1%most shared, VUG and ESML

VUGESML

VUG—0.1%

ESML0.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$79most kept, ESML

ESML$96 − $17 = $79

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee