AVSC vs VO

AAVSC

BVO

Measures won2–3VO wins · of 6 · 5Y

$10,000 · 5Y$13,616VO

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

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

Held in common0.0%AVSC and VO

AVSC

Avantis U.S. Small Cap Equity ETF · $3.3BVanguard Morningstar Mid-Cap ETF · $103B

+20.3%3 years · per year$17,409 · $16,795+18.9%

[…]5 years · per year[…] · $13,616+6.4%

0.25%Expense ratio$25 · $3 on $10k · lower wins0.03%

1.00%12-mo yield$100 · $139 on $10k1.39%

−8.1%Worst dropSmaller wins−8.2%

16.1%VolatilityLower wins12.9%

2–3VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVSC · VO

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 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	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
2	AAVSC	Avantis U.S. Small Cap Equity ETFRead Desk		0.25%	1.00%	−3.8%	+20.2%	+25.5%	+20.3%	new	−8.1%	$3.3B

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

Both

5Y2 funds

#			Trend
1	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
2	AAVSC	Avantis U.S. Small Cap Equity ETFRead Desk		0.25%	1.00%	−3.8%	+20.2%	+25.5%	+20.3%	new	−8.1%	$3.3B

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

Cards for this view

AVSC vs VO

AVSC

Avantis U.S. Small Cap Equity

[…]

Vanguard Morningstar Mid-Cap

$13,616

MeasureAVSCVO

Fee0.25%0.03%

Cost on $10k a year$25$3

Yield1.00%1.39%

5 years, per year[…]+6.4%

3 years, per year+20.3%+18.9%

Worst drop · 1Y−8.1%−8.2%

Volatility · 1Y16.1%12.9%

3–2measures won
VO first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: AVSC, VO

Today

0.0%most shared, AVSC and VO

AVSCVO

AVSC—0.0%

VO0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

AVSC$100 − $25 = $75

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee