Compare · 3 funds side by side · dividends reinvested

VB, SVAL and IJR

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,792SVAL · best of the three

Story of the three · IncomeMost incomeSVAL · 2.20% · $220 a year on $10k

Story of the three · RiskSmallest drop

VB, SVAL and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.20%+24.9%+31.4%+18.6%+8.1%−9.0%15.5%$161M1.3

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.24%+14.8%+17.2%+17.8%+6.2%−9.0%16.3%$76.9B2.3

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.5%+21.3%+16.2%+5.7%−9.7%16.3%$107B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: VB 2004 · SVAL 2020 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares US Small Cap Value Factor ETF · $161M$14,792

SVAL

VB

Vanguard Morningstar Small-Cap ETF · $76.9B$13,477

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

SVALMeasure

More Ways to See the Pairs

SVAL vs VB: Top 5 Holdings

Today

SVAL

4.1%in top 5

VB

in top 52.9%

SVALStockVB

0.9%MGNInot top 5

0.9%NSITnot top 5

0.8%CBRLnot top 5

0.8%OSPNnot top 5

0.8%PGNYnot top 5

Cost, Income and Risk

Fees: VB, SVAL, IJR

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

IJR0.06%$6

SVAL0.20%$20

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

Yields: VB, SVAL, IJR

1Y

Popular Pairs Near These Three

IWM vs VB

YTD

iSharesIWM

+14.8%

VBVanguard

+14.8%

+14.8%Year to date+14.8%

1.0%Yield1.2%

$77.9BAssets$76.9B

1–0VB wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

VB

+24.9%Year to dateJan 1 → Nov 10+14.8%

+31.4%1 yearTotal return+17.2%

+18.6%3 years · per year$10,000 became $16,673 · $16,326+17.8%

+8.1%5 years · per year$10,000 became $14,792 · $13,477+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 calmer16.3%

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

6–1SVAL wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

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 10, 2026 · share of each fund

SVAL vs VB Returns, Every Period

5Y

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 10, 2026 · dividends in · faded = behind in that period

SVAL vs VB

YTD

iSharesSVAL

+24.9%

VBVanguard

+14.8%

+24.9%Year to date+14.8%

−9.0%Worst drop · 1Y−9.0%

15.5%Volatility · 1Y16.3%

2.2%Yield1.2%

$161MAssets$76.9B

3–0SVAL wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

VB1.24%$124

IJR1.21%$121

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$200most kept, SVAL

SVAL$220 − $20 = $200

VB$124 − $3 = $121

IJR$121 − $6 = $115

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: VB, SVAL, IJR

Today

18.1%most shared, VB and IJR

VBSVALIJR

VB—3.5%18.1%

SVAL3.5%—14.7%

IJR18.1%14.7%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+31.4%SVAL, at 15.5% volatility

SVALWorst drop−9.0%15.5% vol

IJRWorst drop−9.7%16.3% vol

VBWorst drop−9.0%16.3% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SVALIJR

+24.9%Year to date+18.5%

2.2%Yield1.2%

+31.4%Past year+21.3%

0.20%Fee0.06%

3–1SVAL wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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VB, SVAL and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three