BKSE vs VB

ABKSE

BVB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,124BKSE · VB $13,687

Lowest cost0.03%VB · $3 on $10k

Most income1.27%BKSE · $127 on $10k

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

Held in common24.2%BKSE and VB

BKSE

BNY Mellon US Small Cap Core Equity ETF · $83MVanguard Morningstar Small-Cap ETF · $76.9B

+21.5%3 years · per year$17,948 · $17,404+20.3%

+7.1%5 years · per year$14,124 · $13,687+6.5%

0.04%Expense ratio$4 · $3 on $10k · lower wins0.03%

1.27%12-mo yield$127 · $125 on $10k1.25%

−10.0%Worst dropSmaller wins−9.0%

16.0%VolatilityLower wins15.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsBKSE · VB

0.4%TWST0.2%

0.3%TXG0.1%

0.5%AVTR0.1%

0.3%AVT0.1%

Held in common24.2%

End-of-day Nov 3, 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	ABKSE	BNY Mellon US Small Cap Core Equity ETFRead Desk		0.04%	1.27%	−0.1%	+15.6%	+18.0%	+21.5%	+7.1%	−10.0%	$83M
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.25%	+0.2%	+14.4%	+16.2%	+20.3%	+6.5%	−9.0%	$76.9B

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

Both

5Y2 funds

#			Trend
1	ABKSE	BNY Mellon US Small Cap Core Equity ETFRead Desk		0.04%	1.27%	−0.1%	+15.6%	+18.0%	+21.5%	+7.1%	−10.0%	$83M
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.25%	+0.2%	+14.4%	+16.2%	+20.3%	+6.5%	−9.0%	$76.9B

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

Cards for this view

BKSE vs VB

BKSE

BNY Mellon US Small Cap Core Equity

$14,124

Vanguard Morningstar Small-Cap

$13,687

MeasureBKSEVB

Fee0.04%0.03%

Cost on $10k a year$4$3

Yield1.27%1.25%

5 years, per year+7.1%+6.5%

3 years, per year+21.5%+20.3%

Worst drop · 1Y−10.0%−9.0%

Volatility · 1Y16.0%15.7%

3–3measures won
level

24.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: BKSE, VB

Today

24.2%most shared, BKSE and VB

BKSEVB

BKSE—24.2%

VB24.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$123most kept, BKSE

BKSE$127 − $4 = $123

VB$125 − $3 = $122

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee