Compare · 3 funds side by side · dividends reinvested

VO, SVAL and IJR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,772SVAL · best of the three

02 / 04

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%2.20%+25.3%+32.5%+19.7%+8.1%−9.0%15.5%$161M1.5

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.9

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$107B2.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: VO 2004 · SVAL 2020 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

SVAL

iShares US Small Cap Value Factor ETF · $161M$14,772

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

VOMeasureSVAL

+13.6%Year to dateJan 1 → Nov 9+25.3%

+15.6%1 yearTotal return+32.5%

+18.8%3 years · per year$10,000 became $16,763 · $17,153+19.7%

+6.8%5 years · per year$10,000 became $13,867 · $14,772+8.1%

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%

13.1%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 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VO vs SVAL: Top 5 Holdings

Today

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

not top 5NSIT0.9%

not top 5MGNI0.9%

not top 5CBRL0.8%

not top 5OCFC0.8%

not top 5PGNY0.8%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

VO vs SVAL Returns, Every Period

VanguardVO

+6.8%

5 years, per year

SVALiShares

+8.1%

5 years, per year

VOSVALFaded: behind in that period

0–4SVAL wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

VO vs SVAL

YTD

VanguardVO

+13.6%

SVALiShares

+25.3%

+13.6%Year to date+25.3%

−8.2%Worst drop · 1Y−9.0%

13.1%Volatility · 1Y15.5%

1.4%Yield2.2%

$103BAssets$161M

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

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 9, 2026 · fee on $10,000 a year

Yields: VO, SVAL, IJR

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

VO1.35%$135

IJR1.21%$121

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$200most kept, SVAL

SVAL$220 − $20 = $200

VO$135 − $3 = $132

IJR$121 − $6 = $115

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VO, SVAL, IJR

Today

14.7%most shared, SVAL and IJR

VOSVALIJR

VO—0.0%0.0%

SVAL0.0%—14.7%

IJR0.0%14.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+32.5%SVAL, at 15.5% volatility

VOWorst drop−8.2%13.1% vol

SVALWorst drop−9.0%15.5% vol

IJRWorst drop−9.7%16.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SVALIJR

+25.3%Year to date+18.9%

2.2%Yield1.2%

+32.5%Past year+22.8%

0.20%Fee0.06%

3–1SVAL wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026