SIZE vs VO5YSIZESIZEAvsBVOVOiShares MSCI USA Size Factor ETF · $435MVanguard Morningstar Mid-Cap ETF · $103BReturns · dividends in+17.6%3 years · per year$16,264 · $16,605+18.4%+7.3%5 years · per year$14,240 · $13,809+6.7%Cost and income0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%1.36%
Overlap: SIZE, VO, VTVToday49.4%most shared, SIZE and VOSIZEVOVTVSIZE—49.4%43.3%VO49.4%—28.5%VTV43.3%28.5%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
SIZE vs VO5YASIZEiShares MSCI USA Size Factor$14,240vsVOBVanguard Morningstar Mid-Cap$13,809$10k$13kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.82%−0.4%+21.7%+24.0%+21.2%+12.3%−6.4%$184.2B2ASIZEiShares MSCI USA Size Factor ETFReadDesk0.15%1.36%−1.0%+13.3%+13.8%+17.6%+7.3%−8.0%$435M3BVOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.35%−0.9%+14.0%+13.7%+18.4%+6.7%−8.2%$103.4BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.82%−0.4%+21.7%+24.0%+21.2%+12.3%−6.4%$184.2B2ASIZEiShares MSCI USA Size Factor ETFReadDesk0.15%1.36%−1.0%+13.3%+13.8%+17.6%+7.3%−8.0%$435M3BVOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.35%−0.9%+14.0%+13.7%+18.4%+6.7%−8.2%$103.4BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTV vs SCHVYTDVanguardVTVVA+21.7%vsBSSCHVSchwab+19.2%Jan 1Nov 12+21.7%+19.2%+21.7%Year to date+19.2%1.8%Yield1.8%$184BAssets$15.8B1–0VTV winsEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
Overlap: SIZE, VO, VTVToday49.4%most shared, SIZE and VOSIZEVOVTVSIZE—49.4%43.3%VO49.4%—28.5%VTV43.3%28.5%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$179most kept, VTVVTV$182 − $3 = $179VO$135 − $3 = $132SIZE$136 − $15 = $121KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee