ISCV vs VBK

AISCV

BVBK

Measures won5–1ISCV wins · of 6 · 5Y

$10,000 · 5Y$14,759ISCV · VBK $11,025

Lowest cost0.05%VBK · $5 on $10k

Most income1.91%ISCV · $191 on $10k

Smallest drop−9.3%ISCV · worst fall in 1Y

Held in common13.9%ISCV and VBK

ISCV

VBK

iShares Morningstar Small Cap Value ETF · $687MVanguard Morningstar Small-Cap Growth ETF · $22.8B

+19.6%3 years · per year$17,116 · $16,156+17.3%

+8.1%5 years · per year$14,759 · $11,025+2.0%

0.06%Expense ratio$6 · $5 on $10k · lower wins0.05%

1.91%12-mo yield$191 · $44 on $10k0.44%

−9.3%Worst dropSmaller wins−13.6%

14.7%VolatilityLower wins21.2%

5–1ISCV wins

$10,000 · 5 yearsOne scale

Shared top holdingsISCV · VBK

0.5%HALO0.4%

0.3%DOCU0.4%

0.3%EXEL0.4%

0.2%FDS0.3%

Held in common13.9%

End-of-day Nov 5, 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	AISCV	iShares Morningstar Small Cap Value ETFRead Desk		0.06%	1.91%	−2.9%	+15.6%	+21.9%	+19.6%	+8.1%	−9.3%	$687M
2	BVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk		0.05%	0.44%	−5.4%	+5.0%	+6.9%	+17.3%	+2.0%	−13.6%	$22.8B

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

Both

5Y2 funds

#			Trend
1	AISCV	iShares Morningstar Small Cap Value ETFRead Desk		0.06%	1.91%	−2.9%	+15.6%	+21.9%	+19.6%	+8.1%	−9.3%	$687M
2	BVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk		0.05%	0.44%	−5.4%	+5.0%	+6.9%	+17.3%	+2.0%	−13.6%	$22.8B

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

Cards for this view

ISCV vs VBK

ISCV

iShares Morningstar Small Cap Value

$14,759

VBK

Vanguard Morningstar Small-Cap Growth

$11,025

MeasureISCVVBK

Fee0.06%0.05%

Cost on $10k a year$6$5

Yield1.91%0.44%

5 years, per year+8.1%+2.0%

3 years, per year+19.6%+17.3%

Worst drop · 1Y−9.3%−13.6%

Volatility · 1Y14.7%21.2%

5–1measures won
ISCV first

13.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ISCV, VBK

Today

13.9%most shared, ISCV and VBK

ISCVVBK

ISCV—13.9%

VBK13.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$185most kept, ISCV

ISCV$191 − $6 = $185

VBK$44 − $5 = $39

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee