AVSC vs VBR5YAVSCAVSCAvsBVBRVBRAvantis U.S. Small Cap Equity ETF · $3.2BVanguard Morningstar Small-Cap Value ETF · $35.1BReturns · dividends in+19.4%3 years · per year$17,035 · $16,733+18.7%[…]5 years · per year[…] · $15,040+8.5%Cost and income0.25%Expense ratio$25 · $5 on $10k · lower wins0.05%0.97%12-mo yield$97 · $178 on $10k
Overlap: AVSC, VBR, VUGToday20.1%most shared, AVSC and VBRAVSCVBRVUGAVSC—20.1%0.0%VBR20.1%—0.0%VUG0.0%0.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
AVSC vs VBR5YAAVSCAvantis U.S. Small Cap Equity[…]vsVBRBVanguard Morningstar Small-Cap Value$15,040MeasureAVSCVBRFee0.25%0.05%Cost on $10k a year$25$5Yield0.97%1.78%5 years, per year[…]+8.5%3 years, per year+19.4%+18.7%Worst drop · 1Y−8.1%−8.9%Volatility · 1Y16.2%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%+1.7%+5.1%+3.6%+22.6%+10.6%−15.1%$232.9B2BVBRVanguard Morningstar Small-Cap Value ETFReadDesk0.05%1.78%+0.3%+19.1%+22.2%+18.7%+8.5%−8.9%$35.1B3AAVSCAvantis U.S. Small Cap Equity ETFReadDesk0.25%0.97%+0.6%+23.6%+27.6%+19.4%new−8.1%$3.2BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%+1.7%+5.1%+3.6%+22.6%+10.6%−15.1%$232.9B2BVBRVanguard Morningstar Small-Cap Value ETFReadDesk0.05%1.78%+0.3%+19.1%+22.2%+18.7%+8.5%−8.9%$35.1B3AAVSCAvantis U.S. Small Cap Equity ETFReadDesk0.25%0.97%+0.6%+23.6%+27.6%+19.4%new−8.1%$3.2BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+5.1%vsBSSCHGSchwab+5.9%Jan 1Nov 11+5.1%+5.9%+5.1%Year to date+5.9%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 11, 2026
Overlap: AVSC, VBR, VUGToday20.1%most shared, AVSC and VBRAVSCVBRVUGAVSC—20.1%0.0%VBR20.1%—0.0%VUG0.0%0.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$173most kept, VBRVBR$178 − $5 = $173AVSC$97 − $25 = $72VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee