VTV vs SVAL5YVTVVTVAvsBSVALSVALVanguard Morningstar Value ETF · $184BiShares US Small Cap Value Factor ETF · $163MReturns · dividends in+21.4%3 years · per year$17,877 · $17,339+20.1%+12.3%5 years · per year$17,830 · $14,289+7.4%Cost and income0.03%Expense ratio$3 · $20 on $10k · lower wins0.20%1.81%12-mo yield$181 · $220 on $10k
Overlap: DFAC, SVAL, VTVToday37.9%most shared, DFAC and VTVDFACSVALVTVDFAC—1.8%37.9%SVAL1.8%—0.0%VTV37.9%0.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
VTV vs SVAL5YAVTVVanguard Morningstar Value$17,830vsSVALBiShares US Small Cap Value Factor$14,289$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AVTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$184.2B2DFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.88%−0.1%+13.9%+15.1%+20.7%+10.5%−8.5%$87.6B3BSVALiShares US Small Cap Value Factor ETFReadDesk0.20%2.20%+0.1%+25.1%+29.4%+20.1%+7.4%−9.0%$163MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AVTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$184.2B2DFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.88%−0.1%+13.9%+15.1%+20.7%+10.5%−8.5%$87.6B3BSVALiShares US Small Cap Value Factor ETFReadDesk0.20%2.20%+0.1%+25.1%+29.4%+20.1%+7.4%−9.0%$163MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTV vs SCHVYTDVanguardVTVVA+22.0%vsBSSCHVSchwab+19.3%Jan 1Nov 13+22.0%+19.3%+22.0%Year to date+19.3%1.8%Yield1.8%$184BAssets$15.8B1–0VTV winsEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: DFAC, SVAL, VTVToday37.9%most shared, DFAC and VTVDFACSVALVTVDFAC—1.8%37.9%SVAL1.8%—0.0%VTV37.9%0.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$200most kept, SVALSVAL$220 − $20 = $200VTV$181 − $3 = $178DFAC$88 − $21 = $67KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee