AVSC vs VBR

AAVSC

BVBR

Measures won2–3VBR wins · of 6 · 5Y

$10,000 · 5Y$15,849VBR

Lowest cost0.05%VBR · $5 on $10k

Most income1.77%VBR · $177 on $10k

Smallest drop−8.1%AVSC · worst fall in 1Y

Held in common19.8%AVSC and VBR

AVSC

VBR

Avantis U.S. Small Cap Equity ETF · $3.2BVanguard Morningstar Small-Cap Value ETF · $35.1B

+22.1%3 years · per year$18,188 · $17,630+20.8%

[…]5 years · per year[…] · $15,849+9.6%

0.25%Expense ratio$25 · $5 on $10k · lower wins0.05%

0.96%12-mo yield$96 · $177 on $10k1.77%

−8.1%Worst dropSmaller wins−8.9%

15.7%VolatilityLower wins13.9%

2–3VBR wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVSC · VBR

0.3%ANF0.1%

0.3%CZR0.1%

0.3%MTRN0.1%

0.2%SXT0.1%

Held in common19.8%

End-of-day Nov 4, 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	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.77%	+1.7%	+19.4%	+23.4%	+20.8%	+9.6%	−8.9%	$35.1B
2	AAVSC	Avantis U.S. Small Cap Equity ETFRead Desk		0.25%	0.96%	+1.9%	+25.0%	+28.8%	+22.1%	new	−8.1%	$3.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.77%	+1.7%	+19.4%	+23.4%	+20.8%	+9.6%	−8.9%	$35.1B
2	AAVSC	Avantis U.S. Small Cap Equity ETFRead Desk		0.25%	0.96%	+1.9%	+25.0%	+28.8%	+22.1%	new	−8.1%	$3.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AVSC vs VBR

AVSC

Avantis U.S. Small Cap Equity

[…]

VBR

Vanguard Morningstar Small-Cap Value

$15,849

MeasureAVSCVBR

Fee0.25%0.05%

Cost on $10k a year$25$5

Yield0.96%1.77%

5 years, per year[…]+9.6%

3 years, per year+22.1%+20.8%

Worst drop · 1Y−8.1%−8.9%

Volatility · 1Y15.7%13.9%

3–2measures won
VBR first

19.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: AVSC, VBR

Today

19.8%most shared, AVSC and VBR

AVSCVBR

AVSC—19.8%

VBR19.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$172most kept, VBR

VBR$177 − $5 = $172

AVSC$96 − $25 = $71

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee