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$18,115VOO · 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%2.15%+28.3%+34.2%+22.4%+9.7%−9.0%14.9%$165M1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.8

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.23%+15.8%+17.9%+20.5%+7.1%−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 4, 2026 · returns include dividends · since: SVAL 2020 · VB 2004 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap ETF · $76.9B$14,105

SVAL

iShares US Small Cap Value Factor ETF · $165M$15,861

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

VBMeasureSVAL

+15.8%Year to dateJan 1 → Nov 4+28.3%

+17.9%1 yearTotal return+34.2%

+20.5%3 years · per year$10,000 became $17,489 · $18,358+22.4%

+7.1%5 years · per year$10,000 became $14,105 · $15,861+9.7%

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

1.23%Trailing 12-mo yield$123 · $215 a year on $10k2.15%

−9.0%Worst dropSmaller is better−9.0%

15.7%VolatilityLower is calmer14.9%

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

1–6SVAL wins

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

More Ways to See the Pairs

VB vs SVAL: Top 5 Holdings

Today

2.9%in top 5

SVAL

in top 54.2%

VBStockSVAL

not top 5NSIT0.9%

not top 5AMN0.9%

not top 5CBRL0.8%

not top 5OSPN0.8%

not top 5FIVN0.8%

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 4, 2026 · share of each fund

VB vs SVAL Returns, Every Period

VanguardVB

+7.1%

5 years, per year

SVALiShares

+9.7%

5 years, per year

VBSVALFaded: behind in that period

0–4SVAL wins

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

VB vs SVAL

YTD

VanguardVB

+15.8%

SVALiShares

+28.3%

+15.8%Year to date+28.3%

−9.0%Worst drop · 1Y−9.0%

15.7%Volatility · 1Y14.9%

1.2%Yield2.1%

$76.9BAssets$165M

3–0SVAL wins

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

Yields: SVAL, VB, VOO

2.15%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.15%$215

VB1.23%$123

VOO1.05%$105

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

Income After Fees on $10,000

$195most kept, SVAL

SVAL$215 − $20 = $195

VB$123 − $3 = $120

VOO$105 − $3 = $102

KeptFee

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

Overlap: SVAL, VB, VOO

Today

3.5%most shared, SVAL and VB

SVALVBVOO

SVAL—3.5%0.0%

VB3.5%—3.1%

VOO0.0%3.1%—

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

Return vs Bumpiness: 3 ETFs

+34.2%SVAL, at 14.9% volatility

VOOWorst drop−8.9%12.8% vol

SVALWorst drop−9.0%14.9% vol

VBWorst drop−9.0%15.7% vol

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

Paid More vs Made More

YTD

SVALVB

+28.3%Year to date+15.8%

2.1%Yield1.2%

+34.2%Past year+17.9%

0.20%Fee0.03%

3–1SVAL wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026