Compare · 2 funds side by side · dividends reinvested

TCV and VO

TCVTowle×VOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,590VO · best of the two

02 / 04

TCV and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.3

Towle Small-Cap Value ETFUS Stock Styles · Small cap0.85%0.25%+24.0%+23.3%[…][…]−12.2%19.2%$198M1.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: TCV 2011 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Towle Small-Cap Value ETF · $198M[…]

TCV

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

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

TCVMeasureVO

+24.0%Year to dateJan 1 → Nov 6+10.6%

+23.3%1 yearTotal return+11.6%

[…]3 years · per year$10,000 became […] · $16,701+18.6%

[…]5 years · per year$10,000 became […] · $13,590+6.3%

0.85%Expense ratio$85 · $3 a year on $10k · lower is better0.03%

0.25%Trailing 12-mo yield$25 · $139 a year on $10k1.39%

−12.2%Worst dropSmaller is better−8.2%

19.2%VolatilityLower is calmer12.9%

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

2–4VO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TCV vs VO: Top 5 Holdings

Today

TCV

14.7%in top 5

in top 55.3%

TCVStockVO

3.4%PGNYnot top 5

3.2%HOGnot top 5

2.8%MOHnot top 5

2.7%AMNnot top 5

2.7%ARWnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

TCV vs VO Returns, Every Period

TowleTCV

+23.3%

past year

VOVanguard

+11.6%

past year

TCVVOFaded: behind in that period

2–0TCV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

TCV vs VO

YTD

TowleTCV

+24.0%

VOVanguard

+10.6%

+24.0%Year to date+10.6%

−12.2%Worst drop · 1Y−8.2%

19.2%Volatility · 1Y12.9%

0.2%Yield1.4%

$198MAssets$103B

3–1VO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TCV, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

TCV0.85%$85

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: TCV, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

TCV0.25%$25

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

TCV$25 − $85 = −$60

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: TCV, VO

Today

0.0%most shared, TCV and VO

TCVVO

TCV—0.0%

VO0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.3%TCV, at 19.2% volatility

VOWorst drop−8.2%12.9% vol

TCVWorst drop−12.2%19.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VOTCV

+10.6%Year to date+24.0%

1.4%Yield0.2%

+11.6%Past year+23.3%

0.03%Fee0.85%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026