Compare · 3 funds side by side · dividends reinvested

VB, SVAL and VUG

VBVanguard×SVALiShares×VUGVanguard×

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

02 / 04

VB, SVAL and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.23%+23.2%+29.8%+20.6%+8.4%−9.0%15.4%$165M1.5

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.28%+11.2%+14.6%+18.5%+5.9%−9.0%16.2%$76.9B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.3

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 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

SVAL

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

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

SVALMeasureVB

+23.2%Year to dateJan 1 → Nov 5+11.2%

+29.8%1 yearTotal return+14.6%

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

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

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

2.23%Trailing 12-mo yield$223 · $129 a year on $10k1.28%

−9.0%Worst dropSmaller is better−9.0%

15.4%VolatilityLower is calmer16.2%

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

6–1SVAL wins

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

More Ways to See the Pairs

SVAL vs VB: Top 5 Holdings

Today

SVAL

4.3%in top 5

in top 52.9%

SVALStockVB

0.9%NSITnot top 5

0.9%AMNnot top 5

0.9%CBRLnot top 5

0.8%FIVNnot top 5

0.8%OSPNnot top 5

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 5, 2026 · share of each fund

SVAL vs VB Returns, Every Period

iSharesSVAL

+8.4%

5 years, per year

VBVanguard

+5.9%

5 years, per year

SVALVBFaded: behind in that period

4–0SVAL wins

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

SVAL vs VB

YTD

iSharesSVAL

+23.2%

VBVanguard

+11.2%

+23.2%Year to date+11.2%

−9.0%Worst drop · 1Y−9.0%

15.4%Volatility · 1Y16.2%

2.2%Yield1.3%

$165MAssets$76.9B

3–0SVAL wins

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

Cost, Income and Risk

Fees: VB, SVAL, VUG

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VUG0.03%$3

SVAL0.20%$20

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

Yields: VB, SVAL, VUG

2.23%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.23%$223

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

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

Today

3.5%most shared, VB and SVAL

VBSVALVUG

VB—3.5%0.4%

SVAL3.5%—0.0%

VUG0.4%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

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 Three

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