BSMC vs VO

ABSMC

BVO

Measures won0–5VO wins · of 6 · 5Y

$10,000 · 5Y$13,590VO

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.9%BSMC and VO

BSMC

Brandes U.S. Small-Mid Cap Value ETF · $174MVanguard Morningstar Mid-Cap ETF · $103B

+18.1%3 years · per year$16,452 · $16,701+18.6%

[…]5 years · per year[…] · $13,590+6.3%

0.70%Expense ratio$70 · $3 on $10k · lower wins0.03%

0.97%12-mo yield$97 · $139 on $10k1.39%

−9.0%Worst dropSmaller wins−8.2%

14.2%VolatilityLower wins12.9%

0–5VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsBSMC · VO

1.0%WTW0.3%

1.6%BRO0.2%

1.4%STZ0.2%

1.5%EFX0.2%

Held in common0.9%

End-of-day Nov 6, 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%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
2	ABSMC	Brandes U.S. Small-Mid Cap Value ETFRead Desk		0.70%	0.97%	−1.5%	+14.0%	+18.3%	+18.1%	new	−9.0%	$174M

End-of-day Nov 6, 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%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
2	ABSMC	Brandes U.S. Small-Mid Cap Value ETFRead Desk		0.70%	0.97%	−1.5%	+14.0%	+18.3%	+18.1%	new	−9.0%	$174M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BSMC vs VO

BSMC

Brandes U.S. Small-Mid Cap Value

[…]

Vanguard Morningstar Mid-Cap

$13,590

MeasureBSMCVO

Fee0.70%0.03%

Cost on $10k a year$70$3

Yield0.97%1.39%

5 years, per year[…]+6.3%

3 years, per year+18.1%+18.6%

Worst drop · 1Y−9.0%−8.2%

Volatility · 1Y14.2%12.9%

5–0measures won
VO first

0.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: BSMC, VO

Today

0.9%most shared, BSMC and VO

BSMCVO

BSMC—0.9%

VO0.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

BSMC$97 − $70 = $27

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee