Compare · 3 funds side by side · dividends reinvested

VO, SVAL and IJH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,574SVAL · best of the three

Story of the three · IncomeMost incomeSVAL · 2.20% · $220 a year on $10k

Story of the three · RiskSmallest drop

VO, SVAL and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$162M1.6

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.4%+6.7%−8.2%13.2%$103B1.9

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+12.8%+14.5%+16.3%+6.7%−8.8%15.8%$126B2.5

Rank among the three1st → 3rdFee, 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: VO 2004 · SVAL 2020 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Mid-Cap ETF · $103B$13,809

VO

SVAL

iShares US Small Cap Value Factor ETF · $162M$14,574

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VOMeasure

More Ways to See the Pairs

VO vs SVAL: Top 5 Holdings

Today

VO

5.3%in top 5

SVAL

in top 54.2%

VOStockSVAL

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

Cost, Income and Risk

Fees: VO, SVAL, IJH

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJH0.05%$5

SVAL0.20%$20

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: VO, SVAL, IJH

1Y

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

SVAL

+14.0%Year to dateJan 1 → Nov 12+25.0%

+13.7%1 yearTotal return+29.4%

+18.4%3 years · per year$10,000 became $16,605 · $17,116+19.6%

+6.7%5 years · per year$10,000 became $13,809 · $14,574+7.8%

0.03%Expense ratio$3 · $20 a year on $10k · lower is better0.20%

1.35%Trailing 12-mo yield$135 · $220 a year on $10k2.20%

−8.2%Worst dropSmaller is better−9.0%

13.2%VolatilityLower is calmer15.5%

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

3–5SVAL wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NSIT0.9%

not top 5MGNI0.9%

not top 5CBRL0.8%

not top 5IBEX0.8%

not top 5AZTA0.8%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

VO vs SVAL Returns, Every Period

5Y

VanguardVO

+6.7%

5 years, per year

SVALiShares

+7.8%

5 years, per year

VOSVALFaded: behind in that period

0–4SVAL wins

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

VO vs SVAL

YTD

VanguardVO

+14.0%

SVALiShares

+25.0%

+14.0%Year to date+25.0%

−8.2%Worst drop · 1Y−9.0%

13.2%Volatility · 1Y15.5%

1.3%Yield2.2%

$103BAssets$162M

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

VO1.35%$135

IJH1.22%$122

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

Income After Fees on $10,000

1Y

$200most kept, SVAL

SVAL$220 − $20 = $200

VO$135 − $3 = $132

IJH$122 − $5 = $117

KeptFee

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

Overlap: VO, SVAL, IJH

Today

2.0%most shared, SVAL and IJH

VOSVALIJH

VO—0.0%0.2%

SVAL0.0%—2.0%

IJH0.2%2.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+29.4%SVAL, at 15.5% volatility

VOWorst drop−8.2%13.2% vol

SVALWorst drop−9.0%15.5% vol

IJHWorst drop−8.8%15.8% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SVALVO

+25.0%Year to date+14.0%

2.2%Yield1.3%

+29.4%Past year+13.7%

0.20%Fee0.03%

3–1SVAL wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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VO, SVAL and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three