SIZE vs VTV

ASIZE

BVTV

Measures won0–6VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · VUG $16,124

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

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

Held in common43.4%SIZE and VTV

SIZE

VTV

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

+18.0%3 years · per year$16,431 · $17,687+20.9%

+7.1%5 years · per year$14,104 · $17,585+12.0%

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

1.39%12-mo yield$139 · $187 on $10k1.87%

−8.0%Worst dropSmaller wins−6.4%

13.2%VolatilityLower wins10.7%

0–6VTV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSIZE · VTV

0.3%ACN0.4%

0.3%TMO0.9%

0.3%REGN0.3%

0.3%MPC0.4%

Held in common43.4%

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

All Three

5Y3 funds

#
1	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−0.4%	+10.6%	+12.4%	+18.0%	+7.1%	−8.0%	$425M

End-of-day Nov 6, 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%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−0.4%	+10.6%	+12.4%	+18.0%	+7.1%	−8.0%	$425M

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

SIZE vs VTV

SIZE

iShares MSCI USA Size Factor

$14,104

VTV

Vanguard Morningstar Value

$17,585

MeasureSIZEVTV

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.39%1.87%

5 years, per year+7.1%+12.0%

3 years, per year+18.0%+20.9%

Worst drop · 1Y−8.0%−6.4%

Volatility · 1Y13.2%10.7%

6–0measures won
VTV first

43.4%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

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

Overlap: SIZE, VTV, VUG

Today

43.4%most shared, SIZE and VTV

SIZEVTVVUG

SIZE—43.4%17.5%

VTV43.4%—1.9%

VUG17.5%1.9%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

SIZE$139 − $15 = $124

VUG$42 − $3 = $39

KeptFee

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