Compare · 2 funds side by side · dividends reinvested

VBR and VO

VBRVanguard×VOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,143VBR · best of the two

02 / 04

VBR and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.83%+15.9%+20.7%+19.3%+8.7%−8.9%14.3%$35.1B1.4

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: VBR 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,143

VBR

Vanguard Morningstar Mid-Cap ETF · $103B$13,616

$10,000 five years ago, dividends reinvested · they hold 1.7% in common

VBRMeasureVO

+15.9%Year to dateJan 1 → Nov 5+10.7%

+20.7%1 yearTotal return+12.4%

+19.3%3 years · per year$10,000 became $16,965 · $16,795+18.9%

+8.7%5 years · per year$10,000 became $15,143 · $13,616+6.4%

0.05%Expense ratio$5 · $3 a year on $10k · lower is better0.03%

1.83%Trailing 12-mo yield$183 · $139 a year on $10k1.39%

−8.9%Worst dropSmaller is better−8.2%

14.3%VolatilityLower is calmer12.9%

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

5–3VBR wins

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

More Ways to See the Pairs

VBR vs VO: Top 5 Holdings

Today

VBR

3.3%in top 5

in top 55.3%

VBRStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

0.8%MRNAnot top 5

0.7%JBLnot top 5

0.6%WSMnot top 5

0.6%ATOnot top 5

0.6%FFIVnot top 5

Held in common1.7%

End-of-day Nov 5, 2026 · share of each fund

VBR vs VO Returns, Every Period

VanguardVBR

+8.7%

5 years, per year

VOVanguard

+6.4%

5 years, per year

VBRVOFaded: behind in that period

4–0VBR wins

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

VBR vs VO

YTD

VanguardVBR

+15.9%

VOVanguard

+10.7%

+15.9%Year to date+10.7%

−8.9%Worst drop · 1Y−8.2%

14.3%Volatility · 1Y12.9%

1.8%Yield1.4%

$35.1BAssets$103B

2–2level

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

Cost, Income and Risk

Fees: VBR, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VBR0.05%$5

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

Yields: VBR, VO

1.83%highest, VBR

FundTrailing yieldYield$10k

VBR1.83%$183

VO1.39%$139

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$178most kept, VBR

VBR$183 − $5 = $178

VO$139 − $3 = $136

KeptFee

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

Overlap: VBR, VO

Today

1.7%most shared, VBR and VO

VBRVO

VBR—1.7%

VO1.7%—

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

Return vs Bumpiness: 2 ETFs

+20.7%VBR, at 14.3% volatility

VOWorst drop−8.2%12.9% vol

VBRWorst drop−8.9%14.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VBRVO

+15.9%Year to date+10.7%

1.8%Yield1.4%

+20.7%Past year+12.4%

0.05%Fee0.03%

3–1VBR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026