SAWS vs VB

ASAWS

BVB

Measures won0–4VB wins · of 6 · 5Y

$10,000 · 5Y$14,105VB

Lowest cost0.03%VB · $3 on $10k

Most income1.23%VB · $123 on $10k

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

Held in common2.9%SAWS and VB

SAWS

AAM Sawgrass U.S. Small Cap Quality Growth ETF · $7MVanguard Morningstar Small-Cap ETF · $76.9B

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

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

0.55%Expense ratio$55 · $3 on $10k · lower wins0.03%

0.02%12-mo yield$2 · $123 on $10k1.23%

−15.4%Worst dropSmaller wins−9.0%

18.3%VolatilityLower wins15.7%

0–4VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsSAWS · VB

0.4%STRL0.2%

2.2%MLI0.2%

1.2%HALO0.2%

1.5%AIT0.2%

Held in common2.9%

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	ASAWS	AAM Sawgrass U.S. Small Cap Quality Growth ETFRead Desk		0.55%	0.02%	−0.1%	+5.9%	+6.6%	new	new	−15.4%	$7M

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	ASAWS	AAM Sawgrass U.S. Small Cap Quality Growth ETFRead Desk		0.55%	0.02%	−0.1%	+5.9%	+6.6%	new	new	−15.4%	$7M

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

SAWS vs VB

SAWS

AAM Sawgrass U.S. Small Cap Quality Growth

[…]

Vanguard Morningstar Small-Cap

$14,105

MeasureSAWSVB

Fee0.55%0.03%

Cost on $10k a year$55$3

Yield0.02%1.23%

5 years, per year[…]+7.1%

3 years, per year[…]+20.5%

Worst drop · 1Y−15.4%−9.0%

Volatility · 1Y18.3%15.7%

4–0measures won
VB first

2.9%

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%

$75.8BAssets$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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: SAWS, VB

Today

2.9%most shared, SAWS and VB

SAWSVB

SAWS—2.9%

VB2.9%—

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

Income After Fees on $10,000

$120most kept, VB

VB$123 − $3 = $120

SAWS$2 − $55 = −$53

KeptFee

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