SIZE vs VTV

ASIZE

BVTV

Measures won0–6VTV wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · IWF $15,892

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common43.3%SIZE and VTV

SIZE

VTV

iShares MSCI USA Size Factor ETF · $425MVanguard Morningstar Value ETF · $184B

+18.1%3 years · per year$16,483 · $17,700+21.0%

+7.5%5 years · per year$14,354 · $17,865+12.3%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

1.36%12-mo yield$136 · $183 on $10k1.83%

−8.0%Worst dropSmaller wins−6.4%

13.4%VolatilityLower wins10.8%

0–6VTV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSIZE · VTV

0.3%TMO0.9%

0.3%ACN0.4%

0.3%REGN0.3%

0.3%MPC0.4%

Held in common43.3%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.36%	+2.5%	+13.4%	+16.0%	+18.1%	+7.5%	−8.0%	$425M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.36%	+2.5%	+13.4%	+16.0%	+18.1%	+7.5%	−8.0%	$425M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SIZE vs VTV

SIZE

iShares MSCI USA Size Factor

$14,354

VTV

Vanguard Morningstar Value

$17,865

MeasureSIZEVTV

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.36%1.83%

5 years, per year+7.5%+12.3%

3 years, per year+18.1%+21.0%

Worst drop · 1Y−8.0%−6.4%

Volatility · 1Y13.4%10.8%

6–0measures won
VTV first

43.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: SIZE, VTV, IWF

Today

43.3%most shared, SIZE and VTV

SIZEVTVIWF

SIZE—43.3%20.8%

VTV43.3%—11.8%

IWF20.8%11.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

SIZE$136 − $15 = $121

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee