CALF vs VBR

ACALF

BVBR

Measures won1–5VBR wins · of 6 · 5Y

$10,000 · 5Y$15,197VBR · CALF $14,272

Lowest cost0.05%VBR · $5 on $10k

Most income1.83%VBR · $183 on $10k

Smallest drop−7.9%CALF · worst fall in 1Y

Held in common11.5%CALF and VBR

CALF

VBR

Pacer US Small Cap Cash Cows ETF · $3.9BVanguard Morningstar Small-Cap Value ETF · $35.1B

+13.6%3 years · per year$14,659 · $16,848+19.0%

+7.4%5 years · per year$14,272 · $15,197+8.7%

0.59%Expense ratio$59 · $5 on $10k · lower wins0.05%

1.13%12-mo yield$113 · $183 on $10k1.83%

−7.9%Worst dropSmaller wins−8.9%

16.2%VolatilityLower wins14.2%

1–5VBR wins

$10,000 · 5 yearsOne scale

Shared top holdingsCALF · VBR

2.1%THC0.5%

2.1%OMC0.5%

1.8%EXE0.4%

1.6%BBY0.4%

Held in common11.5%

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	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.83%	0.0%	+15.9%	+19.5%	+19.0%	+8.7%	−8.9%	$35.1B
2	ACALF	Pacer US Small Cap Cash Cows ETFRead Desk		0.59%	1.13%	−1.4%	+28.6%	+33.3%	+13.6%	+7.4%	−7.9%	$3.9B

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	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.83%	0.0%	+15.9%	+19.5%	+19.0%	+8.7%	−8.9%	$35.1B
2	ACALF	Pacer US Small Cap Cash Cows ETFRead Desk		0.59%	1.13%	−1.4%	+28.6%	+33.3%	+13.6%	+7.4%	−7.9%	$3.9B

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

CALF vs VBR

CALF

Pacer US Small Cap Cash Cows

$14,272

VBR

Vanguard Morningstar Small-Cap Value

$15,197

MeasureCALFVBR

Fee0.59%0.05%

Cost on $10k a year$59$5

Yield1.13%1.83%

5 years, per year+7.4%+8.7%

3 years, per year+13.6%+19.0%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y16.2%14.2%

5–1measures won
VBR first

11.5%

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: CALF, VBR

Today

11.5%most shared, CALF and VBR

CALFVBR

CALF—11.5%

VBR11.5%—

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

Income After Fees on $10,000

$178most kept, VBR

VBR$183 − $5 = $178

CALF$113 − $59 = $54

KeptFee

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