Compare · 4 funds side by side · dividends reinvested

VB, SVAL, VUG and IJR

VBVanguard×SVALiShares×VUGVanguard×IJRiShares×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,151VUG · 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, VUG 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%+25.1%+29.4%+20.1%+7.4%−9.0%15.5%$163M1.6

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.25%+14.0%+15.3%+18.2%+5.6%−9.0%16.4%$76.9B2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$233B2.9

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.0%+19.2%+17.1%+4.8%−9.7%16.4%$106B2.9

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 · VUG 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Small-Cap ETF · $76.9B$13,148

VB

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VB vs VUG: Top 5 Holdings

Today

VB

2.9%in top 5

VUG

in top 545.2%

VBStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

Cost, Income and Risk

Fees: VB, SVAL, VUG, IJR

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VUG0.03%$3

IJR0.06%$6

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

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

IWM vs VB

YTD

iSharesIWM

+13.5%

VBVanguard

+14.0%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

VUG

Vanguard Morningstar Growth ETF · $233B$16,151

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

VBMeasureVUG

+14.0%Year to dateJan 1 → Nov 13+3.9%

+15.3%1 yearTotal return+2.8%

+18.2%3 years · per year$10,000 became $16,534 · $17,979+21.6%

+5.6%5 years · per year$10,000 became $13,148 · $16,151+10.1%

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

1.25%Trailing 12-mo yield$125 · $41 a year on $10k0.41%

−9.0%Worst dropSmaller is better−15.1%

16.4%VolatilityLower is calmer19.1%

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

5–2VB wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

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 common0.4%

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

VB vs VUG Returns, Every Period

5Y

VanguardVB

+5.6%

5 years, per year

VUGVanguard

+10.1%

5 years, per year

VBVUGFaded: behind in that period

2–2Level

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

VB vs SVAL

YTD

VanguardVB

+14.0%

SVALiShares

+25.1%

+14.0%Year to date+25.1%

−9.0%Worst drop · 1Y−9.0%

16.4%Volatility · 1Y15.5%

1.3%Yield2.2%

$76.9BAssets$163M

3–0SVAL wins

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

Yields: VB, SVAL, VUG, IJR

1Y

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

VB1.25%$125

IJR1.21%$121

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

VB$125 − $3 = $122

IJR$121 − $6 = $115

VUG$41 − $3 = $38

KeptFee

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

Overlap: VB, SVAL, VUG, IJR

Today

18.1%most shared, VB and IJR

VBSVALVUGIJR

VB—3.5%0.4%18.1%

SVAL3.5%—0.0%14.8%

VUG0.4%0.0%—0.0%

IJR18.1%14.8%0.0%—

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

SVALWorst drop−9.0%15.5% vol

IJRWorst drop−9.7%16.4% 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

SVALIJR

+25.1%Year to date+18.0%

2.2%Yield1.2%

+29.4%Past year+19.2%

0.20%Fee0.06%

3–1SVAL wins

End-of-day Nov 13, 2026

+13.5%Year to date+14.0%

1.0%Yield1.3%

$76.8BAssets$76.9B

2–0VB wins

End-of-day Nov 13, 2026

+34.9%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, VUG and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four