VUG vs SMMV5YVUGVUGAvsBSMMVSMMVVanguard Morningstar Growth ETF · $233BiShares MSCI USA Small-Cap Min Vol Factor ETF · $281MReturns · dividends in+21.6%3 years · per year$17,979 · $15,097+14.7%+10.1%5 years · per year$16,151 · $13,103+5.6%Cost and income0.03%Expense ratio$3 · $20 on $10k · lower wins0.20%0.41%12-mo yield$41 · $156 on $10k
Overlap: VUG, SMMV, IJHToday27.8%most shared, SMMV and IJHVUGSMMVIJHVUG—0.0%0.0%SMMV0.0%—27.8%IJH0.0%27.8%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
VUG vs SMMV5YAVUGVanguard Morningstar Growth$16,151vsSMMVBiShares MSCI USA Small-Cap Min Vol Factor$13,103$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%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$123.7B3BSMMViShares MSCI USA Small-Cap Min Vol Factor ETFReadDesk0.20%1.56%+0.3%+10.5%+12.3%+14.7%+5.6%−7.0%$281MEnd-of-day Nov 13, 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%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$123.7B3BSMMViShares MSCI USA Small-Cap Min Vol Factor ETFReadDesk0.20%1.56%+0.3%+10.5%+12.3%+14.7%+5.6%−7.0%$281MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: VUG, SMMV, IJHToday27.8%most shared, SMMV and IJHVUGSMMVIJHVUG—0.0%0.0%SMMV0.0%—27.8%IJH0.0%27.8%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$136most kept, SMMVSMMV$156 − $20 = $136IJH$122 − $5 = $117VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee