VUG vs SMLL

AVUG

BSMLL

Measures won1–3SMLL wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG

Lowest cost0.03%VUG · $3 on $10k

Most income2.05%SMLL · $205 on $10k

Smallest drop−12.1%SMLL · worst fall in 1Y

Held in common0.0%VUG and SMLL

VUG

SMLL

Vanguard Morningstar Growth ETF · $233BHarbor Active Small Cap ETF (SMLL) · $14M

+25.4%3 years · per year$19,712 · […][…]

+11.4%5 years · per year$17,153 · […][…]

0.03%Expense ratio$3 · $80 on $10k · lower wins0.80%

0.40%12-mo yield$40 · $205 on $10k2.05%

−16.1%Worst dropSmaller wins−12.1%

18.2%VolatilityLower wins17.3%

1–3SMLL wins

$10,000 · 5 yearsOne scale

Shared top holdingsVUG · SMLL

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

Held in common0.0%

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%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk		0.80%	2.05%	+2.1%	+15.5%	+13.7%	new	new	−12.1%	$14M

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%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk		0.80%	2.05%	+2.1%	+15.5%	+13.7%	new	new	−12.1%	$14M

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 SMLL

VUG

Vanguard Morningstar Growth

$17,153

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

MeasureVUGSMLL

Fee0.03%0.80%

Cost on $10k a year$3$80

Yield0.40%2.05%

5 years, per year+11.4%[…]

3 years, per year+25.4%[…]

Worst drop · 1Y−16.1%−12.1%

Volatility · 1Y18.2%17.3%

3–1measures won
SMLL first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

Overlap: VUG, SMLL

Today

0.0%most shared, VUG and SMLL

VUGSMLL

VUG—0.0%

SMLL0.0%—

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

Income After Fees on $10,000

$125most kept, SMLL

SMLL$205 − $80 = $125

VUG$40 − $3 = $37

KeptFee

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