SLYV vs VBR

ASLYV

BVBR

Measures won1–5VBR wins · of 6 · 5Y

$10,000 · 5Y$15,143VBR · SLYV $13,712

Lowest cost0.05%VBR · $5 on $10k

Most income1.96%SLYV · $196 on $10k

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

Held in common17.8%SLYV and VBR

SLYV

VBR

State Street SPDR S&P 600 Small Cap Value ETF · $5.0BVanguard Morningstar Small-Cap Value ETF · $35.1B

+18.0%3 years · per year$16,442 · $16,965+19.3%

+6.5%5 years · per year$13,712 · $15,143+8.7%

0.15%Expense ratio$15 · $5 on $10k · lower wins0.05%

1.96%12-mo yield$196 · $183 on $10k1.83%

−9.4%Worst dropSmaller wins−8.9%

16.2%VolatilityLower wins14.3%

1–5VBR wins

$10,000 · 5 yearsOne scale

Shared top holdingsSLYV · VBR

0.9%JXN0.2%

0.4%ESI0.2%

0.8%SM0.2%

0.8%KMX0.2%

Held in common17.8%

End-of-day Nov 5, 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%	−2.9%	+15.9%	+20.7%	+19.3%	+8.7%	−8.9%	$35.1B
2	ASLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk		0.15%	1.96%	−3.4%	+16.3%	+21.8%	+18.0%	+6.5%	−9.4%	$5.0B

End-of-day Nov 5, 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%	−2.9%	+15.9%	+20.7%	+19.3%	+8.7%	−8.9%	$35.1B
2	ASLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk		0.15%	1.96%	−3.4%	+16.3%	+21.8%	+18.0%	+6.5%	−9.4%	$5.0B

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

Cards for this view

SLYV vs VBR

SLYV

SPDR S&P 600 Small Cap Value

$13,712

VBR

Vanguard Morningstar Small-Cap Value

$15,143

MeasureSLYVVBR

Fee0.15%0.05%

Cost on $10k a year$15$5

Yield1.96%1.83%

5 years, per year+6.5%+8.7%

3 years, per year+18.0%+19.3%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y16.2%14.3%

5–1measures won
VBR first

17.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SLYV, VBR

Today

17.8%most shared, SLYV and VBR

SLYVVBR

SLYV—17.8%

VBR17.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$181most kept, SLYV

SLYV$196 − $15 = $181

VBR$183 − $5 = $178

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee