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$16,124VUG · 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%2.25%+22.4%+27.6%+20.1%+8.2%−9.0%15.4%$158M1.5

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.28%+11.8%+14.0%+18.5%+6.0%−9.0%16.2%$76.9B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−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 6, 2026 · returns include dividends · since: VB 2004 · SVAL 2020 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,124

VUG

Vanguard Morningstar Small-Cap ETF · $76.9B$13,413

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

VUGMeasureVB

+1.4%Year to dateJan 1 → Nov 6+11.8%

+0.2%1 yearTotal return+14.0%

+22.6%3 years · per year$10,000 became $18,415 · $16,654+18.5%

+10.0%5 years · per year$10,000 became $16,124 · $13,413+6.0%

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

0.42%Trailing 12-mo yield$42 · $128 a year on $10k1.28%

−15.1%Worst dropSmaller is better−9.0%

19.0%VolatilityLower is calmer16.2%

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

2–5VB wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VUG vs VB: Top 5 Holdings

Today

VUG

45.2%in top 5

in top 52.9%

VUGStockVB

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

not top 5NTRA0.7%

not top 5TWLO0.6%

not top 5RVMD0.5%

not top 5ILMN0.5%

not top 5P0.5%

Held in common0.4%

End-of-day Nov 6, 2026 · share of each fund

VUG vs VB Returns, Every Period

VanguardVUG

+10.0%

5 years, per year

VBVanguard

+6.0%

5 years, per year

VUGVBFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

VUG vs SVAL

YTD

VanguardVUG

+1.4%

SVALiShares

+22.4%

+1.4%Year to date+22.4%

−15.1%Worst drop · 1Y−9.0%

19.0%Volatility · 1Y15.4%

0.4%Yield2.2%

$233BAssets$158M

4–0SVAL wins

End-of-day Nov 6, 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 6, 2026 · fee on $10,000 a year

Yields: VB, SVAL, VUG

2.25%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.25%$225

VB1.28%$128

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$205most kept, SVAL

SVAL$225 − $20 = $205

VB$128 − $3 = $125

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 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 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.6%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 6, 2026 · up and left is better

Paid More vs Made More

YTD

SVALVB

+22.4%Year to date+11.8%

2.2%Yield1.3%

+27.6%Past year+14.0%

0.20%Fee0.03%

3–1SVAL wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026