Compare · 2 funds side by side · dividends reinvested

SVAL and VO

SVALiShares×VOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,959SVAL · best of the two

02 / 04

SVAL and VO, 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%$165M1.4

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: SVAL 2020 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares US Small Cap Value Factor ETF · $165M$14,959

SVAL

Vanguard Morningstar Mid-Cap ETF · $103B$13,616

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SVALMeasureVO

+28.3%Year to dateJan 1 → Nov 5+14.7%

+34.2%1 yearTotal return+15.3%

+22.4%3 years · per year$10,000 became $18,358 · $17,578+20.7%

+9.7%5 years · per year$10,000 became $15,861 · $14,290+7.4%

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

2.15%Trailing 12-mo yield$215 · $134 a year on $10k1.34%

−9.0%Worst dropSmaller is better−8.2%

14.9%VolatilityLower is calmer12.4%

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

5–3SVAL wins

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

More Ways to See the Pairs

SVAL vs VO: Top 5 Holdings

Today

SVAL

4.3%in top 5

in top 55.3%

SVALStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

0.9%NSITnot top 5

0.9%AMNnot top 5

0.9%CBRLnot top 5

0.8%FIVNnot top 5

0.8%OSPNnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

SVAL vs VO Returns, Every Period

iSharesSVAL

+9.7%

5 years, per year

VOVanguard

+7.4%

5 years, per year

SVALVOFaded: behind in that period

4–0SVAL wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SVAL vs VO

YTD

iSharesSVAL

+28.3%

VOVanguard

+14.7%

+28.3%Year to date+14.7%

−9.0%Worst drop · 1Y−8.2%

14.9%Volatility · 1Y12.4%

2.1%Yield1.3%

$165MAssets$103B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SVAL, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SVAL0.20%$20

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SVAL, VO

2.15%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.15%$215

VO1.34%$134

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$195most kept, SVAL

SVAL$215 − $20 = $195

VO$134 − $3 = $131

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SVAL, VO

Today

0.0%most shared, SVAL and VO

SVALVO

SVAL—0.0%

VO0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+34.2%SVAL, at 14.9% volatility

VOWorst drop−8.2%12.4% vol

SVALWorst drop−9.0%14.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SVALVO

+28.3%Year to date+14.7%

2.1%Yield1.3%

+34.2%Past year+15.3%

0.20%Fee0.03%

3–1SVAL wins

End-of-day Nov 5, 2026

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

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 5, 2026