DFSV vs VO

ADFSV

BVO

Measures won1–4VO wins · of 6 · 5Y

$10,000 · 5Y$13,590VO

Lowest cost0.03%VO · $3 on $10k

Most income1.42%DFSV · $142 on $10k

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

Held in common0.0%DFSV and VO

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares · $27.1BVanguard Morningstar Mid-Cap ETF · $103B

+18.5%3 years · per year$16,658 · $16,701+18.6%

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

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

1.42%12-mo yield$142 · $139 on $10k1.39%

−9.4%Worst dropSmaller wins−8.2%

15.1%VolatilityLower wins12.9%

1–4VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFSV · VO

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk		0.31%	1.42%	−0.4%	+17.9%	+24.0%	+18.5%	new	−9.4%	$27.1B

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	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk		0.31%	1.42%	−0.4%	+17.9%	+24.0%	+18.5%	new	−9.4%	$27.1B

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

DFSV vs VO

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

[…]

Vanguard Morningstar Mid-Cap

$13,590

MeasureDFSVVO

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield1.42%1.39%

5 years, per year[…]+6.3%

3 years, per year+18.5%+18.6%

Worst drop · 1Y−9.4%−8.2%

Volatility · 1Y15.1%12.9%

4–0measures won
VO first

0.0%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFSV, VO

Today

0.0%most shared, DFSV and VO

DFSVVO

DFSV—0.0%

VO0.0%—

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

DFSV$142 − $31 = $111

KeptFee

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