BBSC vs VB

ABBSC

BVB

Measures won1–5VB wins · of 6 · 5Y

$10,000 · 5Y$13,310VB · BBSC $13,283

Lowest cost0.03%VB · $3 on $10k

Most income1.28%VB · $129 on $10k

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

Held in common25.8%BBSC and VB

BBSC

JPMorgan BetaBuilders U.S. Small Cap Equity ETF · $741MVanguard Morningstar Small-Cap ETF · $76.9B

+20.9%3 years · per year$17,653 · $16,641+18.5%

+5.8%5 years · per year$13,283 · $13,310+5.9%

0.09%Expense ratio$9 · $3 on $10k · lower wins0.03%

1.09%12-mo yield$109 · $129 on $10k1.28%

−10.6%Worst dropSmaller wins−9.0%

18.2%VolatilityLower wins16.2%

1–5VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsBBSC · VB

0.5%SMTC0.2%

0.3%TWST0.2%

0.3%DOCN0.2%

0.4%AHR0.1%

Held in common25.8%

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	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B
2	ABBSC	JPMorgan BetaBuilders U.S. Small Cap Equity ETFRead Desk		0.09%	1.09%	−4.5%	+13.6%	+15.1%	+20.9%	+5.8%	−10.6%	$741M

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	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B
2	ABBSC	JPMorgan BetaBuilders U.S. Small Cap Equity ETFRead Desk		0.09%	1.09%	−4.5%	+13.6%	+15.1%	+20.9%	+5.8%	−10.6%	$741M

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

BBSC vs VB

BBSC

JPMorgan BetaBuilders U.S. Small Cap Equity

$13,283

Vanguard Morningstar Small-Cap

$13,310

MeasureBBSCVB

Fee0.09%0.03%

Cost on $10k a year$9$3

Yield1.09%1.28%

5 years, per year+5.8%+5.9%

3 years, per year+20.9%+18.5%

Worst drop · 1Y−10.6%−9.0%

Volatility · 1Y18.2%16.2%

5–1measures won
VB first

25.8%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$75.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

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

Overlap: BBSC, VB

Today

25.8%most shared, BBSC and VB

BBSCVB

BBSC—25.8%

VB25.8%—

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

Income After Fees on $10,000

$126most kept, VB

VB$129 − $3 = $126

BBSC$109 − $9 = $100

KeptFee

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