VUG vs IJS

AVUG

BIJS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IJS $13,645

Lowest cost0.03%VUG · $3 on $10k

Most income1.42%IJS · $142 on $10k

Smallest drop−9.3%IJS · worst fall in 1Y

Held in common0.0%VUG and IJS

VUG

IJS

Vanguard Morningstar Growth ETF · $233BiShares S&P Small-Cap 600 Value ETF · $7.5B

+22.6%3 years · per year$18,415 · $16,272+17.6%

+10.0%5 years · per year$16,124 · $13,645+6.4%

0.03%Expense ratio$3 · $18 on $10k · lower wins0.18%

0.42%12-mo yield$42 · $142 on $10k1.42%

−15.1%Worst dropSmaller wins−9.3%

19.0%VolatilityLower wins16.2%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVUG · IJS

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Three

5Y3 funds

#
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	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−0.4%	+15.7%	+19.1%	+17.6%	+6.4%	−9.3%	$7.5B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B

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

All Three

5Y3 funds

#
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	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−0.4%	+15.7%	+19.1%	+17.6%	+6.4%	−9.3%	$7.5B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B

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 IJS

VUG

Vanguard Morningstar Growth

$16,124

IJS

iShares S&P Small-Cap 600 Value

$13,645

MeasureVUGIJS

Fee0.03%0.18%

Cost on $10k a year$3$18

Yield0.42%1.42%

5 years, per year+10.0%+6.4%

3 years, per year+22.6%+17.6%

Worst drop · 1Y−15.1%−9.3%

Volatility · 1Y19.0%16.2%

3–3measures won
level

0.0%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: VUG, IJS, IJR

Today

65.4%most shared, IJS and IJR

VUGIJSIJR

VUG—0.0%0.0%

IJS0.0%—65.4%

IJR0.0%65.4%—

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

Income After Fees on $10,000

$124most kept, IJS

IJS$142 − $18 = $124

IJR$124 − $6 = $118

VUG$42 − $3 = $39

KeptFee

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