VUG vs SMLF5YVUGVUGAvsBSMLFSMLFVanguard Morningstar Growth ETF · $233BiShares U.S. Small-Cap Equity Factor ETF · $4.3BReturns · dividends in+22.2%3 years · per year$18,230 · $17,328+20.1%+10.4%5 years · per year$16,394 · $15,864+9.7%Cost and income0.03%Expense ratio$3 · $15 on $10k · lower wins0.15%0.41%12-mo yield$41 · $99 on $10k
Overlap: VUG, SMLF, IJHToday40.3%most shared, SMLF and IJHVUGSMLFIJHVUG—0.3%0.0%SMLF0.3%—40.3%IJH0.0%40.3%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
VUG vs SMLF5YAVUGVanguard Morningstar Growth$16,394vsSMLFBiShares U.S. Small-Cap Equity Factor$15,864$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B2BSMLFiShares U.S. Small-Cap Equity Factor ETFReadDesk0.15%0.99%−0.5%+15.4%+17.4%+20.1%+9.7%−8.7%$4.3B3IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+13.2%+15.7%+16.0%+6.9%−8.8%$124.5BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B2BSMLFiShares U.S. Small-Cap Equity Factor ETFReadDesk0.15%0.99%−0.5%+15.4%+17.4%+20.1%+9.7%−8.7%$4.3B3IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+13.2%+15.7%+16.0%+6.9%−8.8%$124.5BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.4%vsBSSCHGSchwab+4.1%Jan 1Nov 10+3.4%+4.1%+3.4%Year to date+4.1%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
Overlap: VUG, SMLF, IJHToday40.3%most shared, SMLF and IJHVUGSMLFIJHVUG—0.3%0.0%SMLF0.3%—40.3%IJH0.0%40.3%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$117most kept, IJHIJH$122 − $5 = $117SMLF$99 − $15 = $84VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee