AESG vs VB

AAESG

BVB

Measures won0–2VB wins · of 6 · 5Y

$10,000 · 5Y$13,413VB

Lowest cost0.03%VB · $3 on $10k

Most income1.28%VB · $128 on $10k

Smallest drop−9.0%VB · worst fall in 1Y

Held in common6.5%AESG and VB

AESG

Harbor AlphaEdge Small Cap Growth ETF · $2MVanguard Morningstar Small-Cap ETF · $76.9B

[…]3 years · per year[…] · $16,654+18.5%

[…]5 years · per year[…] · $13,413+6.0%

0.40%Expense ratio$40 · $3 on $10k · lower wins0.03%

0.00%12-mo yield$0 · $128 on $10k1.28%

[…]Worst dropSmaller wins−9.0%

[…]VolatilityLower wins16.2%

0–2VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsAESG · VB

1.2%TWST0.2%

0.3%CORT0.1%

1.0%TXG0.1%

0.6%MOG-A0.1%

Held in common6.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B
2	AAESG	Harbor AlphaEdge Small Cap Growth ETFRead Desk		0.40%	0.00%	+1.1%	new	new	new	new	[…]	$2M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B
2	AAESG	Harbor AlphaEdge Small Cap Growth ETFRead Desk		0.40%	0.00%	+1.1%	new	new	new	new	[…]	$2M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AESG vs VB

AESG

Harbor AlphaEdge Small Cap Growth

[…]

Vanguard Morningstar Small-Cap

$13,413

MeasureAESGVB

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield0.00%1.28%

5 years, per year[…]+6.0%

3 years, per year[…]+18.5%

Worst drop · 1Y[…]−9.0%

Volatility · 1Y[…]16.2%

2–0measures won
VB first

6.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: AESG, VB

Today

6.5%most shared, AESG and VB

AESGVB

AESG—6.5%

VB6.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$125most kept, VB

VB$128 − $3 = $125

AESG$0 − $40 = −$40

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee