VUG vs SMMV

AVUG

BSMMV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,585VTV · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · 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 · $277M

+22.6%3 years · per year$18,415 · $15,003+14.5%

+10.0%5 years · per year$16,124 · $13,312+5.9%

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

0.42%12-mo yield$42 · $158 on $10k1.58%

−15.1%Worst dropSmaller wins−7.0%

19.0%VolatilityLower wins9.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVUG · SMMV

0.0%TKO0.2%

Held in common0.0%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.58%	−0.7%	+8.8%	+11.9%	+14.5%	+5.9%	−7.0%	$277M

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.58%	−0.7%	+8.8%	+11.9%	+14.5%	+5.9%	−7.0%	$277M

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 SMMV

VUG

Vanguard Morningstar Growth

$16,124

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,312

MeasureVUGSMMV

Fee0.03%0.20%

Cost on $10k a year$3$20

Yield0.42%1.58%

5 years, per year+10.0%+5.9%

3 years, per year+22.6%+14.5%

Worst drop · 1Y−15.1%−7.0%

Volatility · 1Y19.0%9.8%

3–3measures won
level

0.0%

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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

Overlap: VUG, SMMV, VTV

Today

1.9%most shared, VUG and VTV

VUGSMMVVTV

VUG—0.0%1.9%

SMMV0.0%—0.0%

VTV1.9%0.0%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

SMMV$158 − $20 = $138

VUG$42 − $3 = $39

KeptFee

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