Compare · 3 funds side by side · dividends reinvested

SVAL, VB and VOO

SVALiShares×VBVanguard×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

SVAL, VB and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.17%+26.6%+33.2%+22.3%+8.9%−9.0%14.8%$163M1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.8

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.25%+14.4%+16.2%+20.3%+6.5%−9.0%15.7%$76.9B2.4

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

End-of-day Nov 3, 2026 · returns include dividends · since: SVAL 2020 · VB 2004 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares US Small Cap Value Factor ETF · $163M$15,301

SVAL

Vanguard Morningstar Small-Cap ETF · $76.9B$13,687

$10,000 five years ago, dividends reinvested · they hold 3.6% in common

SVALMeasureVB

+26.6%Year to dateJan 1 → Nov 3+14.4%

+33.2%1 yearTotal return+16.2%

+22.3%3 years · per year$10,000 became $18,272 · $17,404+20.3%

+8.9%5 years · per year$10,000 became $15,301 · $13,687+6.5%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

2.17%Trailing 12-mo yield$217 · $125 a year on $10k1.25%

−9.0%Worst dropSmaller is better−9.0%

14.8%VolatilityLower is calmer15.7%

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

6–1SVAL wins

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

More Ways to See the Pairs

SVAL vs VB: Top 5 Holdings

Today

SVAL

4.3%in top 5

in top 52.9%

SVALStockVB

0.9%NSITnot top 5

0.9%AMNnot top 5

0.9%CBRLnot top 5

0.8%OSPNnot top 5

0.8%FIVNnot top 5

not top 5NTRA0.7%

not top 5TWLO0.6%

not top 5RVMD0.5%

not top 5ILMN0.5%

not top 5P0.5%

Held in common3.6%

End-of-day Nov 3, 2026 · share of each fund

SVAL vs VB Returns, Every Period

iSharesSVAL

+8.9%

5 years, per year

VBVanguard

+6.5%

5 years, per year

SVALVBFaded: behind in that period

4–0SVAL wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SVAL vs VB

YTD

iSharesSVAL

+26.6%

VBVanguard

+14.4%

+26.6%Year to date+14.4%

−9.0%Worst drop · 1Y−9.0%

14.8%Volatility · 1Y15.7%

2.2%Yield1.2%

$163MAssets$76.9B

3–0SVAL wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SVAL, VB, VOO

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VOO0.03%$3

SVAL0.20%$20

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SVAL, VB, VOO

2.17%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.17%$217

VB1.25%$125

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$197most kept, SVAL

SVAL$217 − $20 = $197

VB$125 − $3 = $122

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SVAL, VB, VOO

Today

3.6%most shared, SVAL and VB

SVALVBVOO

SVAL—3.6%0.0%

VB3.6%—3.1%

VOO0.0%3.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+33.2%SVAL, at 14.8% volatility

VOOWorst drop−8.9%12.7% vol

SVALWorst drop−9.0%14.8% vol

VBWorst drop−9.0%15.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SVALVB

+26.6%Year to date+14.4%

2.2%Yield1.2%

+33.2%Past year+16.2%

0.20%Fee0.03%

3–1SVAL wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026