MGMT vs VO

AMGMT

BVO

Measures won0–6VO wins · of 6 · 5Y

$10,000 · 5Y$13,748VO · MGMT $13,658

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

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

Held in common0.0%MGMT and VO

Ballast Small/Mid Cap ETF · $166MVanguard Morningstar Mid-Cap ETF · $107B

+16.0%3 years · per year$15,618 · $16,641+18.5%

+6.4%5 years · per year$13,658 · $13,748+6.6%

1.17%Expense ratio$117 · $3 on $10k · lower wins0.03%

0.30%12-mo yield$30 · $135 on $10k1.35%

End-of-day Nov 13, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.35%	0.0%	+14.0%	+13.7%	+18.5%	+6.6%	−8.2%	$107.4B
2	AMGMT	Ballast Small/Mid Cap ETFRead Desk		1.17%	0.30%	−0.1%	+13.2%	+16.3%	+16.0%	+6.4%	−12.3%	$166M

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.35%	0.0%	+14.0%	+13.7%	+18.5%	+6.6%	−8.2%	$107.4B
2	AMGMT	Ballast Small/Mid Cap ETFRead Desk		1.17%	0.30%	−0.1%	+13.2%	+16.3%	+16.0%	+6.4%	−12.3%	$166M

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MGMT

Ballast Small/Mid Cap

$13,658

Vanguard Morningstar Mid-Cap

$13,748

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