MSML vs VB

AMSML

BVB

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$14,105VB

Lowest cost0.03%VB · $3 on $10k

Most income1.32%MSML · $132 on $10k

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

Held in common70.6%MSML and VB

MSML

iShares MSCI USA Small-Cap ETF · $281MVanguard Morningstar Small-Cap ETF · $76.9B

[…]3 years · per year[…] · $17,489+20.5%

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

0.04%Expense ratio$4 · $3 on $10k · lower wins0.03%

1.32%12-mo yield$132 · $123 on $10k1.23%

[…]Worst dropSmaller wins−9.0%

[…]VolatilityLower wins15.7%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsMSML · VB

1.2%MRNA0.4%

0.3%GH0.3%

0.4%THC0.3%

0.3%VTRS0.3%

Held in common70.6%

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	AMSML	iShares MSCI USA Small-Cap ETFRead Desk		0.04%	1.32%	+1.4%	new	new	new	new	[…]	$281M

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	AMSML	iShares MSCI USA Small-Cap ETFRead Desk		0.04%	1.32%	+1.4%	new	new	new	new	[…]	$281M

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

MSML vs VB

MSML

iShares MSCI USA Small-Cap

[…]

Vanguard Morningstar Small-Cap

$14,105

MeasureMSMLVB

Fee0.04%0.03%

Cost on $10k a year$4$3

Yield1.32%1.23%

5 years, per year[…]+7.1%

3 years, per year[…]+20.5%

Worst drop · 1Y[…]−9.0%

Volatility · 1Y[…]15.7%

1–1measures won
level

70.6%

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: MSML, VB

Today

70.6%most shared, MSML and VB

MSMLVB

MSML—70.6%

VB70.6%—

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

Income After Fees on $10,000

$128most kept, MSML

MSML$132 − $4 = $128

VB$123 − $3 = $120

KeptFee

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