DFSV vs VB

ADFSV

BVB

Measures won2–3VB wins · of 6 · 5Y

$10,000 · 5Y$14,105VB

Lowest cost0.03%VB · $3 on $10k

Most income1.37%DFSV · $137 on $10k

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

Held in common20.1%DFSV and VB

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares · $28.3BVanguard Morningstar Small-Cap ETF · $76.9B

+20.4%3 years · per year$17,471 · $17,489+20.5%

[…]5 years · per year[…] · $14,105+7.1%

0.31%Expense ratio$31 · $3 on $10k · lower wins0.03%

1.37%12-mo yield$137 · $123 on $10k1.23%

−9.4%Worst dropSmaller wins−9.0%

14.7%VolatilityLower wins15.7%

2–3VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFSV · VB

0.5%WCC0.2%

0.7%DINO0.2%

0.6%OVV0.2%

0.6%APA0.2%

Held in common20.1%

End-of-day Nov 4, 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%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B
2	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk		0.31%	1.37%	+1.1%	+22.3%	+28.5%	+20.4%	new	−9.4%	$28.3B

End-of-day Nov 4, 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%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B
2	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk		0.31%	1.37%	+1.1%	+22.3%	+28.5%	+20.4%	new	−9.4%	$28.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFSV vs VB

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

[…]

Vanguard Morningstar Small-Cap

$14,105

MeasureDFSVVB

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield1.37%1.23%

5 years, per year[…]+7.1%

3 years, per year+20.4%+20.5%

Worst drop · 1Y−9.4%−9.0%

Volatility · 1Y14.7%15.7%

3–2measures won
VB first

20.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DFSV, VB

Today

20.1%most shared, DFSV and VB

DFSVVB

DFSV—20.1%

VB20.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$120most kept, VB

VB$123 − $3 = $120

DFSV$137 − $31 = $106

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee