Compare · 2 funds side by side · dividends reinvested

BSMC and VO

BSMCBrandes×VOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,290VO · best of the two

02 / 04

BSMC and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B1.3

Brandes U.S. Small-Mid Cap Value ETFUS Stock Styles · Mid cap0.70%0.94%+17.9%+22.6%+19.9%[…]−9.0%14.0%$180M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: BSMC 2023 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Brandes U.S. Small-Mid Cap Value ETF · $180M[…]

BSMC

Vanguard Morningstar Mid-Cap ETF · $103B$14,290

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

BSMCMeasureVO

+17.9%Year to dateJan 1 → Nov 4+14.7%

+22.6%1 yearTotal return+15.3%

+19.9%3 years · per year$10,000 became $17,257 · $17,578+20.7%

[…]5 years · per year$10,000 became […] · $14,290+7.4%

0.70%Expense ratio$70 · $3 a year on $10k · lower is better0.03%

0.94%Trailing 12-mo yield$94 · $134 a year on $10k1.34%

−9.0%Worst dropSmaller is better−8.2%

14.0%VolatilityLower is calmer12.4%

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

2–5VO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BSMC vs VO: Top 5 Holdings

Today

BSMC

14.3%in top 5

in top 55.3%

BSMCStockVO

3.1%IFFnot top 5

3.0%DOXnot top 5

2.8%0I8F.Lnot top 5

2.7%EPAMnot top 5

2.7%INVXnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common1.1%

End-of-day Nov 4, 2026 · share of each fund

BSMC vs VO Returns, Every Period

BrandesBSMC

+22.6%

past year

VOVanguard

+15.3%

past year

BSMCVOFaded: behind in that period

2–1BSMC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BSMC vs VO

YTD

BrandesBSMC

+17.9%

VOVanguard

+14.7%

+17.9%Year to date+14.7%

−9.0%Worst drop · 1Y−8.2%

14.0%Volatility · 1Y12.4%

0.9%Yield1.3%

$180MAssets$103B

3–1VO wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BSMC, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

BSMC0.70%$70

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BSMC, VO

1.34%highest, VO

FundTrailing yieldYield$10k

VO1.34%$134

BSMC0.94%$94

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

BSMC$94 − $70 = $24

KeptFee

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

Overlap: BSMC, VO

Today

1.1%most shared, BSMC and VO

BSMCVO

BSMC—1.1%

VO1.1%—

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

Return vs Bumpiness: 2 ETFs

+22.6%BSMC, at 14.0% volatility

VOWorst drop−8.2%12.4% vol

BSMCWorst drop−9.0%14.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VOBSMC

+14.7%Year to date+17.9%

1.3%Yield0.9%

+15.3%Past year+22.6%

0.03%Fee0.70%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026