Compare · 4 funds side by side · dividends reinvested

VB, SVAL, VUG and VO

VBVanguard×SVALiShares×VUGVanguard×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,052VUG · best of the four

02 / 04

VB, SVAL, VUG 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%$165M1.9

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B2.1

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.28%+11.2%+14.6%+18.5%+5.9%−9.0%16.2%$76.9B2.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$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 5, 2026 · returns include dividends · since: VB 2004 · SVAL 2020 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

SVAL

iShares US Small Cap Value Factor ETF · $165M$14,959

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

VBMeasureSVAL

+11.2%Year to dateJan 1 → Nov 5+23.2%

+14.6%1 yearTotal return+29.8%

+18.5%3 years · per year$10,000 became $16,641 · $17,555+20.6%

+5.9%5 years · per year$10,000 became $13,310 · $14,959+8.4%

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

1.28%Trailing 12-mo yield$129 · $223 a year on $10k2.23%

−9.0%Worst dropSmaller is better−9.0%

16.2%VolatilityLower is calmer15.4%

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

1–6SVAL 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 SVAL: Top 5 Holdings

Today

2.9%in top 5

SVAL

in top 54.3%

VBStockSVAL

not top 5NSIT0.9%

not top 5AMN0.9%

not top 5CBRL0.9%

not top 5FIVN0.8%

not top 5OSPN0.8%

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 5, 2026 · share of each fund

VB vs SVAL Returns, Every Period

VanguardVB

+5.9%

5 years, per year

SVALiShares

+8.4%

5 years, per year

VBSVALFaded: behind in that period

0–4SVAL wins

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$165M

3–0SVAL wins

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

Cost, Income and Risk

Fees: VB, SVAL, VUG, VO

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VUG0.03%$3

VO0.03%$3

SVAL0.20%$20

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

Yields: VB, SVAL, VUG, VO

2.23%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.23%$223

VO1.39%$139

VB1.28%$129

VUG0.43%$43

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

VUG$43 − $3 = $40

KeptFee

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

Overlap: VB, SVAL, VUG, VO

Today

10.2%most shared, VUG and VO

VBSVALVUGVO

VB—3.5%0.4%2.5%

SVAL3.5%—0.0%0.0%

VUG0.4%0.0%—10.2%

VO2.5%0.0%10.2%—

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

Return vs Bumpiness: 4 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

VUGWorst drop−15.1%19.0% 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 Four

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026