ESML vs VB

AESML

BVB

Measures won2–3VB wins · of 6 · 5Y

$10,000 · 5Y$14,019ESML · VB $13,687

Lowest cost0.03%VB · $3 on $10k

Most income1.25%VB · $125 on $10k

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

Held in common56.0%ESML and VB

ESML

iShares ESG Aware MSCI USA Small-Cap ETF · $2.7BVanguard Morningstar Small-Cap ETF · $76.9B

+21.7%3 years · per year$18,013 · $17,404+20.3%

+7.0%5 years · per year$14,019 · $13,687+6.5%

0.17%Expense ratio$17 · $3 on $10k · lower wins0.03%

0.94%12-mo yield$94 · $125 on $10k1.25%

−9.0%Worst dropSmaller wins−9.0%

16.2%VolatilityLower wins15.7%

2–3VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsESML · VB

1.2%MRNA0.4%

0.4%GH0.3%

0.3%THC0.3%

0.3%VTRS0.3%

Held in common56.0%

End-of-day Nov 3, 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	AESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk		0.17%	0.94%	+0.1%	+18.0%	+20.1%	+21.7%	+7.0%	−9.0%	$2.7B
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.25%	+0.2%	+14.4%	+16.2%	+20.3%	+6.5%	−9.0%	$76.9B

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

Both

5Y2 funds

#			Trend
1	AESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk		0.17%	0.94%	+0.1%	+18.0%	+20.1%	+21.7%	+7.0%	−9.0%	$2.7B
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.25%	+0.2%	+14.4%	+16.2%	+20.3%	+6.5%	−9.0%	$76.9B

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

Cards for this view

ESML vs VB

ESML

iShares ESG Aware MSCI USA Small-Cap

$14,019

Vanguard Morningstar Small-Cap

$13,687

MeasureESMLVB

Fee0.17%0.03%

Cost on $10k a year$17$3

Yield0.94%1.25%

5 years, per year+7.0%+6.5%

3 years, per year+21.7%+20.3%

Worst drop · 1Y−9.0%−9.0%

Volatility · 1Y16.2%15.7%

3–2measures won
VB first

56.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: ESML, VB

Today

56.0%most shared, ESML and VB

ESMLVB

ESML—56.0%

VB56.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$122most kept, VB

VB$125 − $3 = $122

ESML$94 − $17 = $77

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee