VUG vs SMMV

AVUG

BSMMV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,153VUG · SMMV $13,866

Lowest cost0.03%VUG · $3 on $10k

Most income1.54%SMMV · $154 on $10k

Smallest drop−7.0%SMMV · worst fall in 1Y

Held in common0.0%VUG and SMMV

VUG

SMMV

Vanguard Morningstar Growth ETF · $233BiShares MSCI USA Small-Cap Min Vol Factor ETF · $285M

+25.4%3 years · per year$19,712 · $15,637+16.1%

+11.4%5 years · per year$17,153 · $13,866+6.8%

0.03%Expense ratio$3 · $20 on $10k · lower wins0.20%

0.40%12-mo yield$40 · $154 on $10k1.54%

−16.1%Worst dropSmaller wins−7.0%

18.2%VolatilityLower wins9.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVUG · SMMV

0.0%TKO0.2%

Held in common0.0%

End-of-day Nov 4, 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	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk		0.20%	1.54%	+1.9%	+11.8%	+15.9%	+16.1%	+6.8%	−7.0%	$285M

End-of-day Nov 4, 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	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk		0.20%	1.54%	+1.9%	+11.8%	+15.9%	+16.1%	+6.8%	−7.0%	$285M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VUG vs SMMV

VUG

Vanguard Morningstar Growth

$17,153

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,866

MeasureVUGSMMV

Fee0.03%0.20%

Cost on $10k a year$3$20

Yield0.40%1.54%

5 years, per year+11.4%+6.8%

3 years, per year+25.4%+16.1%

Worst drop · 1Y−16.1%−7.0%

Volatility · 1Y18.2%9.5%

3–3measures won
level

0.0%

holdings shared

Nov 4, 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 4, 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 4, 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 4, 2026

Overlap: VUG, SMMV

Today

0.0%most shared, VUG and SMMV

VUGSMMV

VUG—0.0%

SMMV0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$134most kept, SMMV

SMMV$154 − $20 = $134

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee