Compare · 2 funds side by side · dividends reinvested

SVAL and VBR

SVALiShares×VBRVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,301SVAL · best of the two

02 / 04

SVAL and VBR, 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%$163M1.4

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.80%+17.4%+21.0%+20.5%+8.8%−8.9%13.9%$35.1B1.6

Rank among the two1st → 2ndFee, 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 · VBR 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

SVAL

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,249

$10,000 five years ago, dividends reinvested · they hold 5.1% in common

SVALMeasureVBR

+26.6%Year to dateJan 1 → Nov 3+17.4%

+33.2%1 yearTotal return+21.0%

+22.3%3 years · per year$10,000 became $18,272 · $17,478+20.5%

+8.9%5 years · per year$10,000 became $15,301 · $15,249+8.8%

0.20%Expense ratio$20 · $5 a year on $10k · lower is better0.05%

2.17%Trailing 12-mo yield$217 · $180 a year on $10k1.80%

−9.0%Worst dropSmaller is better−8.9%

14.8%VolatilityLower is calmer13.9%

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

5–3SVAL 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 VBR: Top 5 Holdings

Today

SVAL

4.3%in top 5

VBR

in top 53.3%

SVALStockVBR

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 5MRNA0.8%

not top 5JBL0.7%

not top 5WSM0.6%

not top 5ATO0.6%

not top 5FFIV0.6%

Held in common5.1%

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

SVAL vs VBR Returns, Every Period

iSharesSVAL

+8.9%

5 years, per year

VBRVanguard

+8.8%

5 years, per year

SVALVBRFaded: behind in that period

4–0SVAL wins

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

SVAL vs VBR

YTD

iSharesSVAL

+26.6%

VBRVanguard

+17.4%

+26.6%Year to date+17.4%

−9.0%Worst drop · 1Y−8.9%

14.8%Volatility · 1Y13.9%

2.2%Yield1.8%

$163MAssets$35.1B

2–2level

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

Cost, Income and Risk

Fees: SVAL, VBR

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

SVAL0.20%$20

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

Yields: SVAL, VBR

2.17%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.17%$217

VBR1.80%$180

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

Income After Fees on $10,000

$197most kept, SVAL

SVAL$217 − $20 = $197

VBR$180 − $5 = $175

KeptFee

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

Overlap: SVAL, VBR

Today

5.1%most shared, SVAL and VBR

SVALVBR

SVAL—5.1%

VBR5.1%—

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

Return vs Bumpiness: 2 ETFs

+33.2%SVAL, at 14.8% volatility

VBRWorst drop−8.9%13.9% vol

SVALWorst drop−9.0%14.8% vol

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

Paid More vs Made More

YTD

SVALVBR

+26.6%Year to date+17.4%

2.2%Yield1.8%

+33.2%Past year+21.0%

0.20%Fee0.05%

3–1SVAL wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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