Compare · 3 funds side by side · dividends reinvested

VB, SVAL and VO

VBVanguard×SVALiShares×VOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,959SVAL · best of the three

02 / 04

VB, SVAL and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.23%+23.2%+29.8%+20.6%+8.4%−9.0%15.4%$159M1.5

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.9

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.28%+11.2%+14.6%+18.5%+5.9%−9.0%16.2%$76.9B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: VB 2004 · SVAL 2020 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap ETF · $76.9B$13,310

Vanguard Morningstar Mid-Cap ETF · $103B$13,616

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

VBMeasureVO

+11.2%Year to dateJan 1 → Nov 5+10.7%

+14.6%1 yearTotal return+12.4%

+18.5%3 years · per year$10,000 became $16,641 · $16,795+18.9%

+5.9%5 years · per year$10,000 became $13,310 · $13,616+6.4%

0.03%Expense ratio$3 · $3 a year on $10k · lower is better0.03%

1.28%Trailing 12-mo yield$129 · $139 a year on $10k1.39%

−9.0%Worst dropSmaller is better−8.2%

16.2%VolatilityLower is calmer12.9%

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

2–5VO wins

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

More Ways to See the Pairs

VB vs VO: Top 5 Holdings

Today

2.9%in top 5

in top 55.3%

VBStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

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 common2.5%

End-of-day Nov 5, 2026 · share of each fund

VB vs VO Returns, Every Period

VanguardVB

+5.9%

5 years, per year

VOVanguard

+6.4%

5 years, per year

VBVOFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

VB vs SVAL

YTD

VanguardVB

+11.2%

SVALiShares

+23.2%

+11.2%Year to date+23.2%

−9.0%Worst drop · 1Y−9.0%

16.2%Volatility · 1Y15.4%

1.3%Yield2.2%

$76.9BAssets$159M

3–0SVAL wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VB, SVAL, VO

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VO0.03%$3

SVAL0.20%$20

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VB, SVAL, VO

2.23%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.23%$223

VO1.39%$139

VB1.28%$129

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$203most kept, SVAL

SVAL$223 − $20 = $203

VO$139 − $3 = $136

VB$129 − $3 = $126

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VB, SVAL, VO

Today

3.5%most shared, VB and SVAL

VBSVALVO

VB—3.5%2.5%

SVAL3.5%—0.0%

VO2.5%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.8%SVAL, at 15.4% volatility

VOWorst drop−8.2%12.9% vol

SVALWorst drop−9.0%15.4% vol

VBWorst drop−9.0%16.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SVALVB

+23.2%Year to date+11.2%

2.2%Yield1.3%

+29.8%Past year+14.6%

0.20%Fee0.03%

3–1SVAL wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$75.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026