Compare · 4 funds side by side · dividends reinvested

VB, SVAL, VO and IJR

VBVanguard×SVALiShares×VOVanguard×IJRiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$14,772SVAL · best of the four

02 / 04

VB, SVAL, VO 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%+25.3%+32.5%+19.7%+8.1%−9.0%15.5%$161M1.6

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.3

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.24%+15.3%+19.2%+18.8%+6.2%−9.0%16.4%$76.9B2.8

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$107B3.3

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 · SVAL 2020 · VO 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SVAL

iShares US Small Cap Value Factor ETF · $161M$14,772

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

VBMeasureSVAL

+15.3%Year to dateJan 1 → Nov 9+25.3%

+19.2%1 yearTotal return+32.5%

+18.8%3 years · per year$10,000 became $16,782 · $17,153+19.7%

+6.2%5 years · per year$10,000 became $13,532 · $14,772+8.1%

0.03%Expense ratio$3 · $20 a year on $10k · lower is better0.20%

1.24%Trailing 12-mo yield$124 · $220 a year on $10k2.20%

−9.0%Worst dropSmaller is better−9.0%

16.4%VolatilityLower is calmer15.5%

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

1–6SVAL 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 SVAL: Top 5 Holdings

Today

2.9%in top 5

SVAL

in top 54.1%

VBStockSVAL

not top 5NSIT0.9%

not top 5MGNI0.9%

not top 5CBRL0.8%

not top 5OCFC0.8%

not top 5PGNY0.8%

0.7%NTRAnot top 5

0.6%TWLOnot top 5

0.5%RVMDnot top 5

0.5%ILMNnot top 5

0.5%Pnot top 5

Held in common3.5%

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

VB vs SVAL Returns, Every Period

VanguardVB

+6.2%

5 years, per year

SVALiShares

+8.1%

5 years, per year

VBSVALFaded: behind in that period

0–4SVAL wins

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

VB vs SVAL

YTD

VanguardVB

+15.3%

SVALiShares

+25.3%

+15.3%Year to date+25.3%

−9.0%Worst drop · 1Y−9.0%

16.4%Volatility · 1Y15.5%

1.2%Yield2.2%

$76.9BAssets$161M

3–0SVAL wins

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

Cost, Income and Risk

Fees: VB, SVAL, VO, IJR

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VO0.03%$3

IJR0.06%$6

SVAL0.20%$20

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

Yields: VB, SVAL, VO, IJR

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

VO1.35%$135

VB1.24%$124

IJR1.21%$121

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

Income After Fees on $10,000

$200most kept, SVAL

SVAL$220 − $20 = $200

VO$135 − $3 = $132

VB$124 − $3 = $121

IJR$121 − $6 = $115

KeptFee

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

Overlap: VB, SVAL, VO, IJR

Today

18.1%most shared, VB and IJR

VBSVALVOIJR

VB—3.5%2.5%18.1%

SVAL3.5%—0.0%14.7%

VO2.5%0.0%—0.0%

IJR18.1%14.7%0.0%—

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

Return vs Bumpiness: 4 ETFs

+32.5%SVAL, at 15.5% volatility

VOWorst drop−8.2%13.1% vol

SVALWorst drop−9.0%15.5% vol

IJRWorst drop−9.7%16.4% vol

VBWorst drop−9.0%16.4% vol

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

Paid More vs Made More

YTD

SVALIJR

+25.3%Year to date+18.9%

2.2%Yield1.2%

+32.5%Past year+22.8%

0.20%Fee0.06%

3–1SVAL wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$77.9BAssets$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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026