Compare · 4 funds side by side · dividends reinvested

VB, SVAL, VO and VUG

VBVanguard×SVALiShares×VOVanguard×VUGVanguard×

02 / 04

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,326VUG · best of the four

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

Story of the four · RiskSmallest drop

VB, SVAL, VO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.20%+25.0%+29.4%+19.6%+7.8%−9.0%15.5%$163M1.9

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.4%+6.7%−8.2%13.2%$103B2.1

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.25%+14.1%+15.6%+18.0%+5.9%−9.0%16.4%$76.9B2.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B2.9

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: VB 2004 · SVAL 2020 · VO 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares US Small Cap Value Factor ETF · $163M$14,574

SVAL

More Ways to See the Pairs

SVAL vs VB: Top 5 Holdings

Today

SVAL

4.2%in top 5

VB

in top 52.9%

SVALStockVB

0.9%NSITnot top 5

0.9%MGNInot top 5

0.8%CBRLnot top 5

0.8%IBEXnot top 5

0.8%AZTAnot top 5

Cost, Income and Risk

Fees: VB, SVAL, VO, VUG

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VO0.03%$3

VUG0.03%$3

SVAL0.20%$20

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.9B

1–1level

End-of-day Nov 13, 2026

IWM vs VB

YTD

iSharesIWM

+13.9%

VBVanguard

+14.1%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

VB

Vanguard Morningstar Small-Cap ETF · $76.9B$13,289

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

SVALMeasureVB

+25.0%Year to dateJan 1 → Nov 13+14.1%

+29.4%1 yearTotal return+15.6%

+19.6%3 years · per year$10,000 became $17,116 · $16,444+18.0%

+7.8%5 years · per year$10,000 became $14,574 · $13,289+5.9%

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

2.20%Trailing 12-mo yield$220 · $125 a year on $10k1.25%

−9.0%Worst dropSmaller is better−9.0%

15.5%VolatilityLower is calmer16.4%

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

6–1SVAL wins

End-of-day Nov 13, 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 13, 2026 · share of each fund

SVAL vs VB Returns, Every Period

5Y

iSharesSVAL

+7.8%

5 years, per year

VBVanguard

+5.9%

5 years, per year

SVALVBFaded: behind in that period

4–0SVAL wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

SVAL vs VO

YTD

iSharesSVAL

+25.0%

VOVanguard

+14.0%

+25.0%Year to date+14.0%

−9.0%Worst drop · 1Y−8.2%

15.5%Volatility · 1Y13.2%

2.2%Yield1.3%

$163MAssets$103B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: VB, SVAL, VO, VUG

1Y

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

VO1.35%$135

VB1.25%$125

VUG0.41%$41

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$200most kept, SVAL

SVAL$220 − $20 = $200

VO$135 − $3 = $132

VB$125 − $3 = $122

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: VB, SVAL, VO, VUG

Today

10.2%most shared, VO and VUG

VBSVALVOVUG

VB—3.5%2.5%0.4%

SVAL3.5%—0.0%0.0%

VO2.5%0.0%—10.2%

VUG0.4%0.0%10.2%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+29.4%SVAL, at 15.5% volatility

VOWorst drop−8.2%13.2% vol

SVALWorst drop−9.0%15.5% vol

VBWorst drop−9.0%16.4% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SVALVB

+25.0%Year to date+14.1%

2.2%Yield1.3%

+29.4%Past year+15.6%

0.20%Fee0.03%

3–1SVAL wins

End-of-day Nov 13, 2026

+13.9%Year to date+14.1%

1.0%Yield1.3%

$76.6BAssets$76.9B

2–0VB wins

End-of-day Nov 13, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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VB, SVAL, VO and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four