Compare · 3 funds side by side · dividends reinvested

VO, SVAL and IJR

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,577SVAL · best of the three

Story of the three · IncomeMost incomeSVAL · 2.19% · $219 a year on $10k

Story of the three · RiskSmallest drop

VO, SVAL and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.19%+25.9%+30.9%+19.3%+7.8%−9.0%15.5%$161M1.5

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B1.9

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.4%+21.0%+16.9%+5.5%−9.7%16.3%$106B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: VO 2004 · SVAL 2020 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Mid-Cap ETF · $103B$13,944

VO

SVAL

iShares US Small Cap Value Factor ETF · $161M$14,577

$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 54.1%

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, IJR

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJR0.06%$6

SVAL0.20%$20

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: VO, SVAL, IJR

1Y

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

SVAL

+15.0%Year to dateJan 1 → Nov 11+25.9%

+15.0%1 yearTotal return+30.9%

+18.8%3 years · per year$10,000 became $16,782 · $16,990+19.3%

+6.9%5 years · per year$10,000 became $13,944 · $14,577+7.8%

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

1.33%Trailing 12-mo yield$133 · $219 a year on $10k2.19%

−8.2%Worst dropSmaller is better−9.0%

13.1%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 11, 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 5PGNY0.8%

not top 5LFST0.8%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

VO vs SVAL Returns, Every Period

5Y

VanguardVO

+6.9%

5 years, per year

SVALiShares

+7.8%

5 years, per year

VOSVALFaded: behind in that period

0–4SVAL wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

VO vs SVAL

YTD

VanguardVO

+15.0%

SVALiShares

+25.9%

+15.0%Year to date+25.9%

−8.2%Worst drop · 1Y−9.0%

13.1%Volatility · 1Y15.5%

1.3%Yield2.2%

$103BAssets$161M

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

2.19%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.19%$219

VO1.33%$133

IJR1.20%$120

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$199most kept, SVAL

SVAL$219 − $20 = $199

VO$133 − $3 = $130

IJR$120 − $6 = $114

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: VO, SVAL, IJR

Today

14.8%most shared, SVAL and IJR

VOSVALIJR

VO—0.0%0.0%

SVAL0.0%—14.8%

IJR0.0%14.8%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+30.9%SVAL, at 15.5% volatility

VOWorst drop−8.2%13.1% vol

SVALWorst drop−9.0%15.5% vol

IJRWorst drop−9.7%16.3% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SVALIJR

+25.9%Year to date+19.4%

2.2%Yield1.2%

+30.9%Past year+21.0%

0.20%Fee0.06%

3–1SVAL wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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VO, SVAL and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three