Compare · 2 funds side by side · dividends reinvested

MSML and VBR

MSMLiShares×VBRVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,849VBR · best of the two

02 / 03

MSML and VBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.77%+19.4%+23.4%+20.8%+9.6%−8.9%13.9%$35.1B1.1

iShares MSCI USA Small-Cap ETFUS Stock Styles · Small cap0.04%1.32%[…][…][…][…][…][…]$277M1.5

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: MSML 2004 · VBR 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Small-Cap ETF · $277M[…]

MSML

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,849

$10,000 five years ago, dividends reinvested · they hold 54.3% in common

MSMLMeasureVBR

[…]Year to dateJan 1 → Nov 4+19.4%

[…]1 yearTotal return+23.4%

[…]3 years · per year$10,000 became […] · $17,630+20.8%

[…]5 years · per year$10,000 became […] · $15,849+9.6%

0.04%Expense ratio$4 · $5 a year on $10k · lower is better0.05%

1.32%Trailing 12-mo yield$132 · $177 a year on $10k1.77%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.9%

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

1–1Level

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

More Ways to See the Pairs

MSML vs VBR: Top 5 Holdings

Today

MSML

2.6%in top 5

VBR

in top 53.3%

MSMLStockVBR

1.2%MRNA0.8%

not top 5JBL0.7%

not top 5WSM0.6%

not top 5ATO0.6%

not top 5FFIV0.6%

0.4%THCnot top 5

0.4%USFDnot top 5

0.3%VTRSnot top 5

0.3%GHnot top 5

Held in common54.3%

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

MSML vs VBR Returns, Every Period

iSharesMSML

[…]

past year

VBRVanguard

+23.4%

past year

Returns […]

MSMLVBRFaded: behind in that period

0–0Level

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

MSML vs VBR

YTD

iSharesMSML

[…]

VBRVanguard

+19.4%

[…]Year to date+19.4%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.9%

1.3%Yield1.8%

$277MAssets$35.1B

1–0VBR wins

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

Cost, Income and Risk

Fees: MSML, VBR

Today

0.04%lowest, MSML

FundExpense ratioFee$10k

MSML0.04%$4

VBR0.05%$5

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

Yields: MSML, VBR

1.77%highest, VBR

FundTrailing yieldYield$10k

VBR1.77%$177

MSML1.32%$132

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

Income After Fees on $10,000

$172most kept, VBR

VBR$177 − $5 = $172

MSML$132 − $4 = $128

KeptFee

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

Overlap: MSML, VBR

Today

54.3%most shared, MSML and VBR

MSMLVBR

MSML—54.3%

VBR54.3%—

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

Return vs Bumpiness: 2 ETFs

+23.4%VBR, at 13.9% volatility

VBRWorst drop−8.9%13.9% vol

MSMLWorst drop[…][…]

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

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