VUG vs SMLF

AVUG

BSMLF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · SMLF $15,772

Lowest cost0.03%VUG · $3 on $10k

Most income1.24%IJR · $124 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 · $4.2B

+22.6%3 years · per year$18,415 · $17,680+20.9%

+10.0%5 years · per year$16,124 · $15,772+9.5%

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

0.42%12-mo yield$42 · $102 on $10k1.02%

−15.1%Worst dropSmaller wins−8.7%

19.0%VolatilityLower wins17.3%

3–3Level

$10,000 · 5 yearsAll three, one 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 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	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	1.02%	+0.5%	+12.3%	+13.5%	+20.9%	+9.5%	−8.7%	$4.2B
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	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	1.02%	+0.5%	+12.3%	+13.5%	+20.9%	+9.5%	−8.7%	$4.2B
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 SMLF

VUG

Vanguard Morningstar Growth

$16,124

SMLF

iShares U.S. Small-Cap Equity Factor

$15,772

MeasureVUGSMLF

Fee0.03%0.15%

Cost on $10k a year$3$15

Yield0.42%1.02%

5 years, per year+10.0%+9.5%

3 years, per year+22.6%+20.9%

Worst drop · 1Y−15.1%−8.7%

Volatility · 1Y19.0%17.3%

3–3measures won
level

0.3%

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, SMLF, IJR

Today

21.4%most shared, SMLF and IJR

VUGSMLFIJR

VUG—0.3%0.0%

SMLF0.3%—21.4%

IJR0.0%21.4%—

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

SMLF$102 − $15 = $87

VUG$42 − $3 = $39

KeptFee

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