Compare · 3 funds side by side · dividends reinvested

VB, SVAL and VUG

VBVanguard×SVALiShares×VUGVanguard×

02 / 04

−0.1%

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Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$17,979VUG · best of the three

Story of the three · IncomeMost incomeSVAL · 2.20% · $220 a year on $10k

Story of the three · RiskSmallest drop

VB, SVAL and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.20%+25.1%+29.4%+20.1%+7.4%−9.0%15.5%$163M1.5

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.25%+14.0%+15.3%+18.2%+5.6%−9.0%16.4%$76.9B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$233B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: VB 2004 · SVAL 2020 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Small-Cap ETF · $76.9B$13,148

VB

SVAL

iShares US Small Cap Value Factor ETF · $163M$14,289

$10,000 five years ago, dividends reinvested · they hold 3.5% in common

VB

More Ways to See the Pairs

VB vs SVAL: Top 5 Holdings

Today

VB

2.9%in top 5

SVAL

in top 54.2%

VBStockSVAL

not top 5NSIT0.9%

not top 5MGNI0.9%

not top 5CBRL0.8%

not top 5IBEX0.8%

not top 5AZTA0.8%

Cost, Income and Risk

Fees: VB, SVAL, VUG

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VUG0.03%$3

SVAL0.20%$20

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: VB, SVAL, VUG

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.9B

1–1level

End-of-day Nov 13, 2026

IWM vs VB

YTD

iSharesIWM

+13.5%

VBVanguard

+14.0%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

Measure

SVAL

+14.0%Year to dateJan 1 → Nov 13+25.1%

+15.3%1 yearTotal return+29.4%

+18.2%3 years · per year$10,000 became $16,534 · $17,339+20.1%

+5.6%5 years · per year$10,000 became $13,148 · $14,289+7.4%

0.03%Expense ratio$3 · $20 a year on $10k · lower is better0.20%

1.25%Trailing 12-mo yield$125 · $220 a year on $10k2.20%

−9.0%Worst dropSmaller is better−9.0%

16.4%VolatilityLower is calmer15.5%

VBSVAL Winner of the row, in its colourEach row: the bigger of the two fills its side

1–6SVAL wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.7%NTRAnot top 5

0.6%TWLOnot top 5

0.5%RVMDnot top 5

0.5%ILMNnot top 5

0.5%Pnot top 5

Held in common3.5%

End-of-day Nov 13, 2026 · share of each fund

VB vs SVAL Returns, Every Period

5Y

VanguardVB

+5.6%

5 years, per year

SVALiShares

+7.4%

5 years, per year

VBSVALFaded: behind in that period

0–4SVAL wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

VB vs SVAL

YTD

VanguardVB

+14.0%

SVALiShares

+25.1%

+14.0%Year to date+25.1%

−9.0%Worst drop · 1Y−9.0%

16.4%Volatility · 1Y15.5%

1.3%Yield2.2%

$76.9BAssets$163M

3–0SVAL wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

VB1.25%$125

VUG0.41%$41

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$200most kept, SVAL

SVAL$220 − $20 = $200

VB$125 − $3 = $122

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: VB, SVAL, VUG

Today

3.5%most shared, VB and SVAL

VBSVALVUG

VB—3.5%0.4%

SVAL3.5%—0.0%

VUG0.4%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+29.4%SVAL, at 15.5% volatility

SVALWorst drop−9.0%15.5% vol

VBWorst drop−9.0%16.4% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SVALVB

+25.1%Year to date+14.0%

2.2%Yield1.3%

+29.4%Past year+15.3%

0.20%Fee0.03%

3–1SVAL wins

End-of-day Nov 13, 2026

+13.5%Year to date+14.0%

1.0%Yield1.3%

$76.6BAssets$76.9B

2–0VB wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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VB, SVAL and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three