VUG vs SMLF

AVUG

BSMLF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,052VUG · SMLF $15,777

Lowest cost0.03%VUG · $3 on $10k

Most income1.02%SMLF · $102 on $10k

Smallest drop−8.7%SMLF · worst fall in 1Y

Held in common0.3%VUG and SMLF

VUG

SMLF

Vanguard Morningstar Growth ETF · $233BiShares U.S. Small-Cap Equity Factor ETF · $4.3B

+22.8%3 years · per year$18,532 · $17,700+21.0%

+9.9%5 years · per year$16,052 · $15,777+9.5%

0.03%Expense ratio$3 · $15 on $10k · lower wins0.15%

0.43%12-mo yield$43 · $102 on $10k1.02%

−15.1%Worst dropSmaller wins−8.7%

19.0%VolatilityLower wins17.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVUG · SMLF

0.1%FLEX0.5%

0.1%RDDT0.2%

0.1%INSM0.3%

0.0%ASTS0.1%

Held in common0.3%

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	AVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk		0.15%	1.02%	−4.3%	+11.7%	+14.6%	+21.0%	+9.5%	−8.7%	$4.3B

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	AVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk		0.15%	1.02%	−4.3%	+11.7%	+14.6%	+21.0%	+9.5%	−8.7%	$4.3B

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

VUG vs SMLF

VUG

Vanguard Morningstar Growth

$16,052

SMLF

iShares U.S. Small-Cap Equity Factor

$15,777

MeasureVUGSMLF

Fee0.03%0.15%

Cost on $10k a year$3$15

Yield0.43%1.02%

5 years, per year+9.9%+9.5%

3 years, per year+22.8%+21.0%

Worst drop · 1Y−15.1%−8.7%

Volatility · 1Y19.0%17.4%

3–3measures won
level

0.3%

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: VUG, SMLF

Today

0.3%most shared, VUG and SMLF

VUGSMLF

VUG—0.3%

SMLF0.3%—

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

Income After Fees on $10,000

$87most kept, SMLF

SMLF$102 − $15 = $87

VUG$43 − $3 = $40

KeptFee

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