Compare · 2 funds side by side · dividends reinvested

SVAL and VB

SVALiShares×VBVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,772SVAL · best of the two

02 / 04

SVAL and VB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.20%+25.3%+32.5%+19.7%+8.1%−9.0%15.5%$161M1.1

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.24%+15.3%+19.2%+18.8%+6.2%−9.0%16.4%$76.9B1.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: SVAL 2020 · VB 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares US Small Cap Value Factor ETF · $161M$14,772

SVAL

Vanguard Morningstar Small-Cap ETF · $76.9B$13,532

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

SVALMeasureVB

+25.3%Year to dateJan 1 → Nov 9+15.3%

+32.5%1 yearTotal return+19.2%

+19.7%3 years · per year$10,000 became $17,153 · $16,782+18.8%

+8.1%5 years · per year$10,000 became $14,772 · $13,532+6.2%

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

2.20%Trailing 12-mo yield$220 · $124 a year on $10k1.24%

−9.0%Worst dropSmaller is better−9.0%

15.5%VolatilityLower is calmer16.4%

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

6–1SVAL wins

End-of-day Nov 9, 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

4.1%in top 5

in top 52.9%

SVALStockVB

0.9%NSITnot top 5

0.9%MGNInot top 5

0.8%CBRLnot top 5

0.8%OCFCnot top 5

0.8%PGNYnot top 5

not top 5NTRA0.7%

not top 5TWLO0.6%

not top 5RVMD0.5%

not top 5ILMN0.5%

not top 5P0.5%

Held in common3.5%

End-of-day Nov 9, 2026 · share of each fund

SVAL vs VB Returns, Every Period

iSharesSVAL

+8.1%

5 years, per year

VBVanguard

+6.2%

5 years, per year

SVALVBFaded: behind in that period

4–0SVAL wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SVAL vs VB

YTD

iSharesSVAL

+25.3%

VBVanguard

+15.3%

+25.3%Year to date+15.3%

−9.0%Worst drop · 1Y−9.0%

15.5%Volatility · 1Y16.4%

2.2%Yield1.2%

$161MAssets$76.9B

3–0SVAL wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SVAL, VB

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

SVAL0.20%$20

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SVAL, VB

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

VB1.24%$124

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$200most kept, SVAL

SVAL$220 − $20 = $200

VB$124 − $3 = $121

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SVAL, VB

Today

3.5%most shared, SVAL and VB

SVALVB

SVAL—3.5%

VB3.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+32.5%SVAL, at 15.5% volatility

SVALWorst drop−9.0%15.5% vol

VBWorst drop−9.0%16.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SVALVB

+25.3%Year to date+15.3%

2.2%Yield1.2%

+32.5%Past year+19.2%

0.20%Fee0.03%

3–1SVAL wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$77.9BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026