Compare · 4 funds side by side · dividends reinvested

VB, SVAL, VUG and VTV

VBVanguard×SVALiShares×VUGVanguard×VTVVanguard×

02 / 04

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,885VTV · 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 VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.82%+21.7%+24.0%+21.2%+12.3%−6.4%10.8%$184B1.5

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%$163M2.1

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.25%+14.1%+15.6%+18.0%+5.9%−9.0%16.4%$76.9B3.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B3.0

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

End-of-day Nov 12, 2026 · returns include dividends · since: VB 2004 · SVAL 2020 · VUG 2004 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

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, VTV

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VUG0.03%$3

VTV0.03%$3

SVAL0.20%$20

End-of-day Nov 12, 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 12, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.7%

SCHVSchwab

+19.2%

IWM vs VB

YTD

iSharesIWM

+13.9%

VBVanguard

+14.1%

VUG

Vanguard Morningstar Growth ETF · $233B$16,326

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

VBMeasureVUG

+14.1%Year to dateJan 1 → Nov 12+4.9%

+15.6%1 yearTotal return+3.5%

+18.0%3 years · per year$10,000 became $16,444 · $18,215+22.1%

+5.9%5 years · per year$10,000 became $13,289 · $16,326+10.3%

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 12, 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 12, 2026 · share of each fund

VB vs VUG Returns, Every Period

5Y

VanguardVB

+5.9%

5 years, per year

VUGVanguard

+10.3%

5 years, per year

VBVUGFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

VB vs SVAL

YTD

VanguardVB

+14.1%

SVALiShares

+25.0%

+14.1%Year to date+25.0%

−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 12, 2026 · smaller drop and lower volatility win

Yields: VB, SVAL, VUG, VTV

1Y

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

VTV1.82%$182

VB1.25%$125

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$200most kept, SVAL

SVAL$220 − $20 = $200

VTV$182 − $3 = $179

VB$125 − $3 = $122

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: VB, SVAL, VUG, VTV

Today

3.5%most shared, VB and SVAL

VBSVALVUGVTV

VB—3.5%0.4%0.7%

SVAL3.5%—0.0%0.0%

VUG0.4%0.0%—1.9%

VTV0.7%0.0%1.9%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+29.4%SVAL, at 15.5% volatility

VTVWorst drop−6.4%10.8% 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 12, 2026 · up and left is better

Paid More vs Made More

YTD

SVALVTV

+25.0%Year to date+21.7%

2.2%Yield1.8%

+29.4%Past year+24.0%

0.20%Fee0.03%

3–1SVAL wins

End-of-day Nov 12, 2026

+21.7%Year to date+19.2%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

End-of-day Nov 12, 2026

+13.9%Year to date+14.1%

1.0%Yield1.3%

$76.6BAssets$76.9B

2–0VB wins

End-of-day Nov 12, 2026

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VB, SVAL, VUG and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four