SLYV vs VB

ASLYV

BVB

Measures won2–4VB wins · of 6 · 5Y

$10,000 · 5Y$14,413SLYV · VB $14,105

Lowest cost0.03%VB · $3 on $10k

Most income1.90%SLYV · $190 on $10k

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

Held in common13.3%SLYV and VB

SLYV

State Street SPDR S&P 600 Small Cap Value ETF · $5.0BVanguard Morningstar Small-Cap ETF · $76.9B

+19.8%3 years · per year$17,172 · $17,489+20.5%

+7.6%5 years · per year$14,413 · $14,105+7.1%

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

1.90%12-mo yield$190 · $123 on $10k1.23%

−9.4%Worst dropSmaller wins−9.0%

15.8%VolatilityLower wins15.7%

2–4VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsSLYV · VB

1.0%MTCH0.1%

0.9%JXN0.1%

0.4%ESI0.1%

1.1%PAYC0.1%

Held in common13.3%

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	ASLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk		0.15%	1.90%	+1.7%	+20.4%	+24.6%	+19.8%	+7.6%	−9.4%	$5.0B
2	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

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	ASLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk		0.15%	1.90%	+1.7%	+20.4%	+24.6%	+19.8%	+7.6%	−9.4%	$5.0B
2	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

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

SLYV vs VB

SLYV

SPDR S&P 600 Small Cap Value

$14,413

Vanguard Morningstar Small-Cap

$14,105

MeasureSLYVVB

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.90%1.23%

5 years, per year+7.6%+7.1%

3 years, per year+19.8%+20.5%

Worst drop · 1Y−9.4%−9.0%

Volatility · 1Y15.8%15.7%

4–2measures won
VB first

13.3%

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: SLYV, VB

Today

13.3%most shared, SLYV and VB

SLYVVB

SLYV—13.3%

VB13.3%—

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

Income After Fees on $10,000

$175most kept, SLYV

SLYV$190 − $15 = $175

VB$123 − $3 = $120

KeptFee

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