Compare · 4 funds side by side · dividends reinvested

VB, SMLF, VO and VTV

VBVanguard×SMLFiShares×VOVanguard×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,865VTV · best of the four

02 / 04

VB, SMLF, VO and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.1

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%0.98%+16.0%+19.5%+21.4%+9.8%−8.7%17.5%$4.2B2.8

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.8

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.24%+15.3%+19.2%+18.8%+6.2%−9.0%16.4%$76.9B3.0

Rank among the four1st → 4thFee, 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: VB 2004 · SMLF 2015 · VO 2004 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

SMLF

iShares U.S. Small-Cap Equity Factor ETF · $4.2B$15,942

$10,000 five years ago, dividends reinvested · they hold 48.7% in common

VBMeasureSMLF

+15.3%Year to dateJan 1 → Nov 9+16.0%

+19.2%1 yearTotal return+19.5%

+18.8%3 years · per year$10,000 became $16,782 · $17,876+21.4%

+6.2%5 years · per year$10,000 became $13,532 · $15,942+9.8%

0.03%Expense ratio$3 · $15 a year on $10k · lower is better0.15%

1.24%Trailing 12-mo yield$124 · $98 a year on $10k0.98%

−9.0%Worst dropSmaller is better−8.7%

16.4%VolatilityLower is calmer17.5%

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

3–5SMLF wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VB vs SMLF: Top 5 Holdings

Today

2.9%in top 5

SMLF

in top 53.3%

VBStockSMLF

not top 5EME0.8%

0.7%NTRAnot top 5

not top 5WSM0.7%

not top 5RS0.6%

not top 5TPR0.6%

not top 5JBL0.6%

0.6%TWLOnot top 5

0.5%RVMDnot top 5

0.5%ILMNnot top 5

0.5%Pnot top 5

Held in common48.7%

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

VB vs SMLF Returns, Every Period

VanguardVB

+6.2%

5 years, per year

SMLFiShares

+9.8%

5 years, per year

VBSMLFFaded: behind in that period

0–4SMLF wins

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

VB vs VTV

YTD

VanguardVB

+15.3%

VTVVanguard

+20.9%

+15.3%Year to date+20.9%

−9.0%Worst drop · 1Y−6.4%

16.4%Volatility · 1Y10.8%

1.2%Yield1.8%

$76.9BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: VB, SMLF, VO, VTV

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VO0.03%$3

VTV0.03%$3

SMLF0.15%$15

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

Yields: VB, SMLF, VO, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

VO1.35%$135

VB1.24%$124

SMLF0.98%$98

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VO$135 − $3 = $132

VB$124 − $3 = $121

SMLF$98 − $15 = $83

KeptFee

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

Overlap: VB, SMLF, VO, VTV

Today

48.7%most shared, VB and SMLF

VBSMLFVOVTV

VB—48.7%2.5%0.7%

SMLF48.7%—1.0%0.1%

VO2.5%1.0%—28.5%

VTV0.7%0.1%28.5%—

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

Return vs Bumpiness: 4 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

VOWorst drop−8.2%13.1% vol

VBWorst drop−9.0%16.4% vol

SMLFWorst drop−8.7%17.5% vol

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

Paid More vs Made More

YTD

VTVSMLF

+20.9%Year to date+16.0%

1.8%Yield1.0%

+25.4%Past year+19.5%

0.03%Fee0.15%

4–0VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$76.6BAssets$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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026