SAWS vs VBR

ASAWS

BVBR

Measures won0–4VBR wins · of 6 · 5Y

$10,000 · 5Y$15,197VBR

Lowest cost0.05%VBR · $5 on $10k

Most income1.83%VBR · $183 on $10k

Smallest drop−8.9%VBR · worst fall in 1Y

Held in common2.3%SAWS and VBR

SAWS

VBR

AAM Sawgrass U.S. Small Cap Quality Growth ETF · $7MVanguard Morningstar Small-Cap Value ETF · $35.1B

[…]3 years · per year[…] · $16,848+19.0%

[…]5 years · per year[…] · $15,197+8.7%

0.55%Expense ratio$55 · $5 on $10k · lower wins0.05%

0.02%12-mo yield$2 · $183 on $10k1.83%

−18.9%Worst dropSmaller wins−8.9%

19.2%VolatilityLower wins14.2%

0–4VBR wins

$10,000 · 5 yearsOne scale

Shared top holdingsSAWS · VBR

2.3%MLI0.3%

1.6%FCFS0.2%

0.8%ENS0.2%

1.1%NPO0.1%

Held in common2.3%

End-of-day Nov 6, 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	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.83%	0.0%	+15.9%	+19.5%	+19.0%	+8.7%	−8.9%	$35.1B
2	ASAWS	AAM Sawgrass U.S. Small Cap Quality Growth ETFRead Desk		0.55%	0.02%	+1.0%	+1.1%	+1.3%	new	new	−18.9%	$7M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.83%	0.0%	+15.9%	+19.5%	+19.0%	+8.7%	−8.9%	$35.1B
2	ASAWS	AAM Sawgrass U.S. Small Cap Quality Growth ETFRead Desk		0.55%	0.02%	+1.0%	+1.1%	+1.3%	new	new	−18.9%	$7M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SAWS vs VBR

SAWS

AAM Sawgrass U.S. Small Cap Quality Growth

[…]

VBR

Vanguard Morningstar Small-Cap Value

$15,197

MeasureSAWSVBR

Fee0.55%0.05%

Cost on $10k a year$55$5

Yield0.02%1.83%

5 years, per year[…]+8.7%

3 years, per year[…]+19.0%

Worst drop · 1Y−18.9%−8.9%

Volatility · 1Y19.2%14.2%

4–0measures won
VBR first

2.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SAWS, VBR

Today

2.3%most shared, SAWS and VBR

SAWSVBR

SAWS—2.3%

VBR2.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$178most kept, VBR

VBR$183 − $5 = $178

SAWS$2 − $55 = −$53

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee