AVSC vs VTV

AAVSC

BVTV

Measures won0–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · VO $13,867

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.0%AVSC and VTV

AVSC

VTV

Avantis U.S. Small Cap Equity ETF · $3.2BVanguard Morningstar Value ETF · $184B

+20.1%3 years · per year$17,317 · $17,700+21.0%

[…]5 years · per year[…] · $17,865+12.3%

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

0.97%12-mo yield$97 · $183 on $10k1.83%

−8.1%Worst dropSmaller wins−6.4%

16.2%VolatilityLower wins10.8%

0–5VTV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAVSC · VTV

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

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	AAVSC	Avantis U.S. Small Cap Equity ETFRead Desk	0.25%	0.97%	+2.7%	+23.5%	+29.3%	+20.1%	new	−8.1%	$3.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	AAVSC	Avantis U.S. Small Cap Equity ETFRead Desk	0.25%	0.97%	+2.7%	+23.5%	+29.3%	+20.1%	new	−8.1%	$3.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AVSC vs VTV

AVSC

Avantis U.S. Small Cap Equity

[…]

VTV

Vanguard Morningstar Value

$17,865

MeasureAVSCVTV

Fee0.25%0.03%

Cost on $10k a year$25$3

Yield0.97%1.83%

5 years, per year[…]+12.3%

3 years, per year+20.1%+21.0%

Worst drop · 1Y−8.1%−6.4%

Volatility · 1Y16.2%10.8%

5–0measures won
VTV first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

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

Overlap: AVSC, VTV, VO

Today

28.5%most shared, VTV and VO

AVSCVTVVO

AVSC—0.0%0.0%

VTV0.0%—28.5%

VO0.0%28.5%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VO$135 − $3 = $132

AVSC$97 − $25 = $72

KeptFee

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