Compare · 2 funds side by side · dividends reinvested

VBR and AVUV

VBRVanguard×AVUVAvantis×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,719AVUV · best of the two

02 / 04

VBR and AVUV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis U.S. Small Cap Value ETFUS Stock Styles · Small cap0.25%1.24%+21.6%+27.2%+20.6%+10.8%−8.2%14.8%$32.6B1.4

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.80%+17.4%+21.0%+20.5%+8.8%−8.9%13.9%$35.1B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: VBR 2004 · AVUV 2019

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,249

VBR

AVUV

Avantis U.S. Small Cap Value ETF · $32.6B$16,719

$10,000 five years ago, dividends reinvested · they hold 15.1% in common

VBRMeasureAVUV

+17.4%Year to dateJan 1 → Nov 3+21.6%

+21.0%1 yearTotal return+27.2%

+20.5%3 years · per year$10,000 became $17,478 · $17,553+20.6%

+8.8%5 years · per year$10,000 became $15,249 · $16,719+10.8%

0.05%Expense ratio$5 · $25 a year on $10k · lower is better0.25%

1.80%Trailing 12-mo yield$180 · $124 a year on $10k1.24%

−8.9%Worst dropSmaller is better−8.2%

13.9%VolatilityLower is calmer14.8%

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

3–5AVUV wins

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

More Ways to See the Pairs

VBR vs AVUV: Top 5 Holdings

Today

VBR

3.3%in top 5

AVUV

in top 54.3%

VBRStockAVUV

not top 5GATX1.0%

not top 5MATX0.9%

0.8%MRNAnot top 5

not top 5SM0.8%

not top 5CROX0.8%

not top 5LYFT0.8%

0.7%JBLnot top 5

0.6%WSMnot top 5

0.6%ATOnot top 5

0.6%FFIVnot top 5

Held in common15.1%

End-of-day Nov 3, 2026 · share of each fund

VBR vs AVUV Returns, Every Period

VanguardVBR

+8.8%

5 years, per year

AVUVAvantis

+10.8%

5 years, per year

VBRAVUVFaded: behind in that period

0–4AVUV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

VBR vs AVUV

YTD

VanguardVBR

+17.4%

AVUVAvantis

+21.6%

+17.4%Year to date+21.6%

−8.9%Worst drop · 1Y−8.2%

13.9%Volatility · 1Y14.8%

1.8%Yield1.2%

$35.1BAssets$32.6B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VBR, AVUV

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

AVUV0.25%$25

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: VBR, AVUV

1.80%highest, VBR

FundTrailing yieldYield$10k

VBR1.80%$180

AVUV1.24%$124

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$175most kept, VBR

VBR$180 − $5 = $175

AVUV$124 − $25 = $99

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: VBR, AVUV

Today

15.1%most shared, VBR and AVUV

VBRAVUV

VBR—15.1%

AVUV15.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+27.2%AVUV, at 14.8% volatility

VBRWorst drop−8.9%13.9% vol

AVUVWorst drop−8.2%14.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VBRAVUV

+17.4%Year to date+21.6%

1.8%Yield1.2%

+21.0%Past year+27.2%

0.05%Fee0.25%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026